PP NRI AdvisoryPP NRI Advisory
Case Studies

Client Wins & Success Stories

Real-world results for founders, small businesses, and NRI/expat clients navigating IRS compliance, entity formation, and international reporting.

Tech Startup

Wyoming LLC Formation for an International Founder

The Challenge

An international founder needed a US entity for Stripe access and VC fundraising, but was overwhelmed by tax-treaty analysis and Effectively Connected Income (ECI) risk.

Our Solution

Structured a Wyoming single-member LLC with a focused tax-treaty analysis, full EIN registration, operating agreement, and a non-resident compliance roadmap.

The Result

100% Tax Compliant

US entity active in 7 days, zero US tax liability on non-US-source income.

Foreign Assets

NRI Audit Resolution — $850K in Foreign Accounts

The Challenge

An NRI client received an IRS notice regarding undisclosed inherited property and foreign bank accounts totaling ~$850K, facing significant potential penalties.

Our Solution

Initiated a Streamlined Foreign Offshore Procedure, documented the non-willful nature of the omission, and reconciled several years of back-filings.

The Result

$0 Penalties Paid

FBAR/FATCA penalty exposure fully resolved through proper representation.

Main Street Business

S-Corp Tax Optimization for a Consulting Firm

The Challenge

A consulting business operating as a sole proprietorship was losing significant income to self-employment tax with no long-term tax plan in place.

Our Solution

Executed a late S-Corp election, implemented a reasonable-compensation strategy, and optimized QBI deductions across a multi-year plan.

The Result

Meaningful Annual Savings

Immediate reduction in payroll taxes with a clear multi-year tax plan in place.

Expatriate Life

FBAR Non-Compliance Fix for a Long-Term US Expat

The Challenge

A long-term US expat hadn't filed a US return or FBAR in several years, fearing significant penalties and unsure how to catch up.

Our Solution

Leveraged Delinquent FBAR Submission Procedures and Streamlined Filing to catch up on multiple years of FBARs and tax returns.

The Result

Full Compliance Achieved

All filings accepted without audit or penalty.

Illustrative case studies representative of typical engagements. Client-specific results vary and are subject to individual circumstances.

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