Financial planning & tax support
Helping immigrants understand taxes and build a secure financial future.
Relocating to the United States comes with a steep learning curve when it comes to finances. Between understanding the tax system, managing relocation costs, and building credit, it can seem complex. If you’re moving to Boston or settling elsewhere, we’ll help you get a handle on financial planning, connect you with trusted tax advisors, and set you up to manage your money effectively in your new home.
1
Tax guidance and support
You’re not alone in thinking that the US tax system is confusing, especially if you’ve only just arrived. We’ll connect you with trusted tax advisors who specialize in helping immigrants, so you understand your obligations, avoid penalties, and make the most of available deductions.
2
Budgeting for relocation
Relocating comes with a lot of unexpected expenses. We’ll help you create a clear, realistic budget that accounts for everything from housing and transportation to utilities and insurance, so you’re financially prepared every step of the way.
3
Banking and credit setup
We’ll guide you through opening accounts, explain the ins and outs of US credit systems, and offer tips for establishing strong financial foundations.
4
Connecting with financial experts
From accountants to financial planners, we’ll introduce you to professionals who can help you manage your finances, whether it’s creating long-term plans or understanding the costs of living in your specific area.