SundaeCPA

About SundaeCPA

This one-person, fully remote practice is built around Americans who live, work or retire outside the United States, and it says it serves clients in all fifty states and internationally. The founder, a New York-licensed CPA, spent seventeen years as a New York State tax auditor before starting the firm, and she currently lives in Costa Rica with her family. Her work centres on expatriate tax strategy, covering the foreign earned income exclusion, foreign tax credits, FBAR and FATCA reporting, streamlined filing and the question of ending home-state residency. Entrepreneurs receive advice on entity structure and compensation planning, and investment planning is delivered through a partner advisory firm. Free state exit-tax and worldschooling guides are published on the website, and a short discovery call is offered at no charge. The site is in English.

Services

Core offerings are international tax strategy for expatriates, business tax strategy for owners, advice on major life transitions such as inheritance, divorce or equity events, and long-term financial planning delivered through a registered investment advisory partner. Specific topics include exclusion versus credit analysis for foreign income, foreign account and asset reporting, state residency and exit rules, and choosing an entity structure. No company incorporation, bookkeeping or payroll service is described, and fees are not listed.

• ✕ Company formation: not listed
• ✕ Accounting and bookkeeping: not listed
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✕ Payroll: not listed
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed

Licences and registrations

• CPA licence (New York State, 2011)
• AICPA member
• Investment Advisor Representative (CRD# 8288107)

As declared by the firm. Check a licence with the regulator before you rely on it.