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At the Money Mindset Clinic™️, we understand the intricate complexities and nuances involved in navigating the tax landscape for global homeownership and expats.

 

Our tailored approach ensures that you not only comply with tax regulations but also leverage every opportunity to minimize tax liabilities and maximize returns.

We provide a comprehensive suite of services dedicated to ensuring optimal tax planning, preparation, and strategy for homeowners with properties both in the United States and internationally.

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Finances

Expats may be eligible for various tax benefits and incentives, such as the Foreign Earned Income Exclusion and the Foreign Housing Exclusion. We help you navigate these opportunities to minimize your tax liabilities and maximize your savings, allowing you to retain more of your hard-earned income

02

Handbooks

It's essential to understand the tax implications associated with homeownership, both domestically and internationally. Our experts conduct thorough consultations to assess your financial situation, goals, and the tax considerations specific to your circumstances. We provide personalized guidance on structuring your investments

03

Workshops

Whether you're purchasing property abroad or maintaining real estate assets in the United States while living overseas, we offer strategic advice on structuring your investments to maximize tax advantages. From rental income to capital gains, we help you make informed decisions to optimize your returns while mitigating tax risks

WE HAVE JUST THE REMEDY

Electronic Tax Filing open JANUARY 29th…are you prepared 👀 #rentalproperty #rentalproperty #airbnb
States That Don’t Have Income Taxes #firsttimebuyers #taxpreparation #millennials

This isn't for just any tax client...it's for
WEALTH BUILDERS!

Contrary to popular belief depending on the homebuyer strategy you decide to move forward with you're going to need your taxes to not just be filed and owe nothing to the IRS, but also be filed accurately for the specific purposes of buying a home.

 

If not you could accidentally minimize your income lowering your buying power to get the highest allowable amount for your mortgage.

 

And don't forget after you've purchased your property accessing the applicable credits and deductions as not just a homeowner but a rental owner as well.

We've got you covered every step of the way!

 

We joined forces with SmartWiz to bring you a cost-effective and user-friendly tax planning and preparation service for your income and assets in the United States and international

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See what our clients have to say!

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So what exactly is included in our tax sessions?

Our team of experienced professionals meticulously prepares and files your tax returns, ensuring compliance with both U.S. and international tax laws. From reporting rental income to claiming foreign tax credits, we handle all aspects of tax preparation with precision and accuracy, giving you peace of mind and minimizing the risk of audits or penalties

As your trusted financial partners, we offer ongoing strategic guidance to adapt to changing tax laws and regulations. Whether you're considering purchasing additional properties, expanding your real estate portfolio, or exploring tax-efficient exit strategies, our team provides insightful advice and solutions to optimize your financial outcomes

Our commitment to your financial well-being extends beyond the initial purchase. We provide continuous support and guidance throughout your homeownership journey, offering advice on refinancing, restructuring investments, and navigating any tax-related challenges that may arise

Our U.S. and International Homeownership Tax Planning, Preparation, and Strategy services are designed to provide you with the expertise, guidance, and support you need to navigate the complexities of global homeownership with confidence and ease. Let us help you unlock the full potential of your real estate investments while minimizing tax liabilities and maximizing returns.

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Tax Prep

Meet the Money Mindset Clinic™️ Founder

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Queen didn't have the easiest start in life. Growing up in the public assistance system, she was never taught about finances. Her first credit card from Citibank at 18 was maxed out by the summer, setting her on a path of financial struggle that only worsened when she found herself $50K in debt four years later. But she refused to let these obstacles define her.

Drawing on her Bachelor's degree in psychology, mental health diagnosis, and financial research, she worked tirelessly to clear her debt within just 2.5 years. This was just the beginning of a remarkable journey that has seen her achieve incredible success in the world of international real estate investment. Not only did she purchase her first U.S. home at just 26 years old she also purchased a property in Kenya to begin her international short term rental business.

 

Since then has since helped countless others achieve their own Major Money Goals™️, from paying down debt to buying their own properties overseas.

Her philosophy is that it's not just about the money, but also about mindset. This is what sets her apart from others in the industry. She understands that success in any field, especially real estate investment, requires not just financial knowledge and acumen, but also the right mindset. It's about having the courage to take risks, the resilience to bounce back from setbacks, and the clarity of vision to see opportunities where others only see obstacles.

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