About us

Tax Planning & Advisory

Smart strategies, maximum savings

Inviz is a website that specializes in investment and business, with a professional team that provides expert advice and support to clients.

Strategic Solutions to Optimize Your Tax Liabilities

Effective tax planning is essential to managing your finances and ensuring you make the most of every opportunity to minimize your tax burden. At ProTax Global, we specialize in providing expert tax planning and advisory services, with a focus on Indian expatriates and students residing in the U.S. Our goal is to help you navigate the complexities of U.S. tax laws, optimize your tax strategy, and secure the best financial outcome.

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Our Tax Planning & Advisory Services Include

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Personalized Tax Strategy

We work with you to develop a customized tax strategy that fits your financial situation, considering your income, investments, family situation, and long-term goals.

Cross-Border Tax Considerations

As an Indian expatriate or student, you may face additional complexities like foreign income reporting and tax treaties. We specialize in addressing these cross-border issues while ensuring compliance with U.S. tax laws.

Maximizing Deductions and Credits

Our team reviews your finances to identify tax credits and deductions that lower your overall tax liability, from education-related credits for students to business deductions.

Why Choose Us for Tax Planning & Advisory?

Tax planning can be complex, especially with cross-border issues. As experts in U.S. taxation for Indian expatriates and students, we offer personalized strategies that are tailored to your unique situation. Whether you’re looking to reduce your tax liabilities, maximize deductions and credits, or plan for future financial goals, we’re here to help you make informed decisions and achieve your financial objectives.

Key Benefits of Our Tax Planning & Advisory Service

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Expert Guidance

Tailored tax service based on your specific needs to help you make informed financial decisions.

Cross-Border Expertise

Navigate complex international taxation issues such as tax treaties and foreign income reporting, ensuring full compliance.

Maximized Savings

Take advantage of available tax deductions, credits, and exemptions to minimize your tax burden.

How It Works

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Initial Consultation

Begin with a detailed consultation where we assess your financial situation and tax considerations like international income or dependents.

Ongoing Advice and Optimization

We don’t stop at one consultation. Our team regularly reviews your finances to adjust your strategy to changes in tax laws and personal circumstances.

Custom Tax Strategy Development

We’ll develop a personalized tax strategy, focusing on reducing liabilities, optimizing credits, and improving efficiency.

Implementation & Monitoring

We help you implement your strategy—whether that’s adjusting withholding, investing in tax-advantaged accounts, or making charitable contributions.

Get Started with Tax Planning & Advisory Today

At ProTax Global, we understand that every financial situation is unique. We offer personalized tax planning and advisory services to help you minimize your tax liability and plan effectively for the future. Let us help you develop a strategy that works for you and secures your long-term financial goals.