1. Write facts before conclusions
A move, an overseas company or a foreign customer does not sum up a tax situation. Prepare a timeline and identify the countries involved. Separate your personal circumstances from your business. This guide is a preparation method; it does not determine tax residence or tax owed.
2. Turn uncertainties into questions
Alongside asking “how can I pay less?”, ask which obligations apply, which deadlines need checking and which documents are missing. The tax companion can organise that list. Do not share passwords, full account numbers or tax identifiers: a description is enough to prepare the meeting.
3. Check the professional
The professional needs expertise in the countries and issue involved. As a US example, the IRS provides resources for choosing a tax preparer and checking certain qualifications. This is not an international accreditation. Ask for a written scope and keep the adviser’s answers with your documents.
