1

Assessment Process Details

Answer the targeted questions one at a time to evaluate your tax and wealth management status accurately. These answers will allows us to know you better and understand if we are the best fit for you.

2

How the Assessment Works

The step-by-step format guides you through relevant topics, capturing essential data to tailor advice specific to your digital business profile and financial goals. We do not use AI (at least for now) and our analysis is human driven. We also believe it still produces the best results.

3

After Completing the Assessment

We will review your results and sent you a simple overview of where you are and where you can grow in case you optimize your taxes while staying compliant. Based on that information you can decide the next steps. If nothing else you receive an nice one page overview of your financial future.

Thank you for contacting us.
We’ll get back to you as soon as possible.

We got it.

Two hands forming a heart shape with fingers touching; black cuffs at the wrists, white gloves.

Tax & Wealth Self Assessment

Joined by 150+ High-Earning Digital Entrepreneurs

Handshake icon, representing agreement or partnership.
This is required
This is required
This is required
This is required
This is required
This is required
How long have you been tax resident there?
This is required
What best describes your activity
This is required
Do you currently operate as:
This is required
What was you Gross Income from your activity in the last 12 months?
This is required
What % of your Gross Revenue comes from clients outside your tax residency country?
This is required
Are most of your clients
This is required
How do you currently invoice your clients?
This is required
What is your primary goal for exploring this structure?
This is required
How important is "maximum compliance" / audit safety to you?
This is required
How confortable are you with managing more than 1 company (with help)?
This is required
Do you already work with an accountant or tax advisor in your tax residency country?
This is required
Which accounting tools do you currently use?
This is required
How soon are you looking to implement a new structure if it makes sense?
This is required
Enter an email Use an address with (@) and (.)
This is required
This is required
Cartoon of a broken pipe with steam and explosion emanating from it.

That didn’t work.

The form wasn’t sent. Please try again.

Recent Tax and Wealth Articles

Access up-to-date analyses on tax regulations and wealth management tailored for digital entrepreneurs operating in Europe.

Tax Strategy Updates

Review actionable insights on evolving tax laws and compliance techniques designed to optimize your financial position.

Wealth Management Insights

Explore methods to enhance asset protection and growth through international financial planning and investment strategies.

Banking and Service Referrals

Find trusted banking partners and specialized services that support your tax and wealth management objectives.