Personal recommendations for a tax / finance advisor

Last activity 08 October 2024 by 3Josh

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FoggyEthanNew member02 October 2024 15:25:09

I'm looking for personal recommendations for an advisor who can work with us on the tax and financial issues for retirees from the USA. It's complicated by my being a US/IT dual citizen, and having to figure out the regulations of both countries applying to me simultaneously. I'm not looking for a DIY solution; I'd rather have someone I trust getting us started.

So hopefully I can get recommendations from people who have used such an advisor? I can get lists of paid ads from advisors, but I'm hoping for actual personal experience. Thanks!!

3JoshNetherlands Advisor08 October 2024 20:33:47

I've used Krozel Capital a few times and they are pretty good. I can't speak to their financial planning/advice dept (separate from taxation), and I don't know if they handle tax filing/advice outside the US although they seem to know what's required for expats. Good luck!

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