Individuals Served | High-Income & Expat Tax

Individual Financial Strategy

Individuals Served.

Whether you are a high-income earner navigating complex domestic tax law or an American living abroad, Charcounting delivers personalized, proactive strategies built for your exact situation.

Explore Your Track

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Choose Your Track

We serve individuals at every stage of complexity. Select the category that best describes your situation.

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individual strategy

High-Income Individuals

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Assertive tax planning, wealth preservation strategies, and alternative investment structures for earners navigating the highest tax brackets.

✓S-Corp & entity structuring
✓Bonus depreciation & real estate offsets
✓Charitable giving & DAF strategies

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international strategy

American Expats

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FEIE optimization, FBAR & FATCA compliance, and foreign tax credit maximization for Americans living and working overseas.

✓Foreign Earned Income Exclusion (FEIE)
✓FBAR & FATCA reporting
✓Foreign tax credit optimization

Your income is complex. Your advisor should be too.

Generic CPAs are built for W-2 simplicity. High-income individuals and expats face layered rules; bracket management, passive losses, foreign credits, treaty provisions that demand a specialist, not a generalist.

$5M+

In total tax savings identified for individual clients.

30+

Countries where we serve American expat clients.

100%

Proactive — we reach out to you, not the other way around.

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Not sure which track fits you?

Many of our individual clients are both high-income earners and expats. We will find the right combination of strategies for your unique situation on a free strategy call.

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