Book a Consultation

Let's Identify the Right Starting Point

Whether you need tax strategy, IRS notice support, business formation guidance, NRI advisory, or cross-border review, the first step is a focused consultation.

Let's Identify the Right Starting Point

During the consultation, we will discuss your situation, identify your needs, and recommend the appropriate service pathway.

Tax Strategy Consultation Focused advisory session to identify needs and recommend the appropriate service pathway.

IRS Notice Review Focused advisory session to identify needs and recommend the appropriate service pathway.

Business Formation Consultation Focused advisory session to identify needs and recommend the appropriate service pathway.

NRI Tax Consultation Focused advisory session to identify needs and recommend the appropriate service pathway.

Entity Structure Review Focused advisory session to identify needs and recommend the appropriate service pathway.

Real Estate Tax Review Focused advisory session to identify needs and recommend the appropriate service pathway.

Tax Transcript Diagnostic Review Focused advisory session to identify needs and recommend the appropriate service pathway.

Confidential Client Intake

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Do not send tax returns, identity documents, or financial statements through this form. GATE will provide secure portal instructions when document sharing is appropriate.