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About Us
CRUZ TEAM OF EXPERTS
Meet our experts who always do their best for you
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Andrea Cruz, CPA
FOUNDER/CEO
Andrea Cruz, CPA, is a seasoned tax advisor in the United States, specializing in aiding high net worth families and mid-market businesses with tax compliance and proactive planning. Her holistic client service approach involves collaborating with professionals like lawyers, wealth advisors, and insurance agents to offer tailored tax advice that suits each client’s unique needs.
With extensive experience in the Big 4, Andrea played pivotal roles in the Private Client Services and National Tax Department, gaining expertise in pre-immigration tax planning, expatriation tax planning, and structuring multinational transactions.
Andrea’s entrepreneurial drive led her to establish Cruz Tax Consulting, where she provides tailored tax solutions to clients and other tax professionals. Andrea’s commitment to client-focused service solidifies her position as a trusted advisor who consistently adds exceptional value to her clients’ goals.
OUR RECORD SPEAKS FOR ITSELF
Our Core Values
-Expertise: Delivering outstanding technical knowledge and innovative solutions in tax.
-Integrity: Upholding ethical standards and trust in every client interaction.
-Collaboration: Partnering with clients and industry professionals to achieve holistic solutions.
-Empowerment: Providing solutions that build financial confidence and success for our clients.
-Innovation: Constantly striving for creative, forward-thinking solutions in tax advisement.
- Tax Planning 80%
- Tax Compliance 70%
- International Tax Consulting 75%
Bring your Vision to reality
Our Mission
Our mission is to serve as a strategic partner for our clients by providing competent international tax expertise, client-centered service, and tailored tax solutions. We aim to simplify complexity, foster financial success, and build enduring relationships through innovative strategies and personalized service.
We strive to be the foremost international tax advisors, recognized for our technical excellence, client-centric approach, and collaborative partnerships. We aspire to redefine tax solutions globally, enabling seamless financial navigation in an ever-evolving international landscape.
BEST SERVICES
Services we provide to our customers
what we provide
Our Services
Cruz Tax Consulting is a boutique tax and consulting firm focused on serving high-net-worth individuals, global entrepreneurs, and CPA firms who are seeking support with international tax issues.
We team with other professional service providers to provide holistic tax advice and design solutions to meet each client's needs and goals.
Our team of experienced and trusted advisors provide a comprehensive suite of services to bring you peace of mind.
FAQ
Learn more from our frequently asked questions.
Experience and Expertise:
Question: What is your expertise in navigating cross-border tax regulations and compliance issues?
Answer: With over a decade of diverse experience in tax advisory services, I’ve supported high net worth families and mid-market businesses with tax compliance and proactive planning. My extensive exposure to complex international tax matters includes pre-immigration tax planning, expatriation tax planning, structuring businesses outside the US, and advising on inbound structuring for non-US persons and foreign companies.
Tax Planning and Optimization:
Question: How do you approach tax planning strategies for multinational companies to minimize tax liabilities while ensuring compliance?
Answer: We design tailored tax optimization plans for individuals and businesses by collaborating with tax professionals and lawyers in jurisdictions outside of the US.
Communication and Collaboration:
Question: How do you communicate and coordinate with international teams or clients in different time zones?
Answer: Leveraging my Big 4 experience, I’ve coordinated with global teams and clients in different time zones, utilizing technology for seamless communication and collaboration. We often obtain written permission from our clients to share sensitive tax information with outside providers to facilitate a coordinated approach to international tax planning and compliance.
Client Service and Success Stories:
Question: How do you ensure client satisfaction when dealing with complex international tax matters?
Answer: We maintain transparent communication channels throughout the entire process, ensuring clients are kept informed at every stage. We make it a point to actively listen to their concerns, goals, and preferences, ensuring that their needs are fully understood and addressed by the overall team.
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