Is the first consultation really free?

Yes, absolutely. The first consultation is completely free with no obligation to continue. We want you to feel confident about working with us before making any commitment.

Who will I speak with on the call?

You'll speak directly with one of our qualified tax specialists who has experience handling cross-border NRI cases. Depending on your specific needs, you may also be introduced to our investment advisors or business specialists as part of your comprehensive planning.

Do you handle US and India together?

Yes, that's our core strength. Unlike most advisors who focus on just one country, we specialize in coordinating US and India tax compliance together. This ensures you optimize your overall tax situation by understanding how both jurisdictions interact and where treaty benefits apply.

What happens after the first consultation?

After our initial call, we'll provide you with a customized action plan tailored to your situation. This may include recommendations for tax filing, planning opportunities, or investment strategies. You'll have full clarity on next steps and pricing before committing to anything. There's no pressure to proceed — we're confident you'll see the value.

What documents should I keep ready?

For the initial consultation, just have basic information handy: your current tax filing situation (US and India), any investment accounts or property holdings, and recent pay stubs or income documents. We'll provide a detailed document checklist if you decide to move forward. Don't worry if you don't have everything — we'll guide you through what's needed.

Smarter Tax Planning & Filing for US-India NRIs

Managing taxes across the US and India is complex. Our experienced team of CPAs and cross-border tax specialists brings planning, filing, and compliance together under one roof - so you avoid mistakes, stay compliant, and keep more of what you earn.

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50K+

NRIs trust Investmates

45+

Years combined experience

₹50Cr+

Funds repatriated

100%

Compliance record

Services we offer

Five focused services covering every cross-border financial obligation NRIs face across the US and India.

NRI financial advisors in a consultation

Year-round cross-border strategy — treaty benefits, deductions, and structuring so you owe less in both countries.

US and India returns handled together — federal, state, FBAR, FATCA, and PFIC reporting, accurate and on time.

Property-sale tax planning, lower-TDS certificates, and fully compliant fund repatriation across borders.

SEBI-registered guidance for your India portfolio, optimized for US tax efficiency and PFIC compliance.

Cross-border business structuring, transfer pricing, and transaction support for NRI entrepreneurs.

Where you are

Who we help

We specialize in helping NRIs navigate specific cross-border financial situations with expert guidance and compliance support.

Recently moved to the US

H1B holders, green card recipients, and new immigrants navigating their first US tax season while managing India obligations.

What we help with:

• First-year US tax filing and state returns
• FBAR and FATCA disclosure for India accounts
• Understanding tax treaty benefits
• NRI status determination in India

Selling property in India

Managing the sale of inherited or investment property with proper tax planning and compliant fund repatriation.

What we help with:

• Lower TDS certificate applications
• Capital gains planning (India and US)
• Form 15CA/15CB for repatriation
• Foreign tax credit optimization

Managing India investments

Holding mutual funds, stocks, or other investments in India while ensuring US tax compliance and portfolio optimization.

What we help with:

• Portfolio review and rebalancing
• PFIC reporting for India mutual funds
• Tax-efficient investment strategies
• SEBI-registered investment advice

Business owners

Entrepreneurs and business owners managing cross-border structures, transactions, and tax optimization.

What we help with:

• Cross-border business structuring
• Transfer pricing guidance
• FEMA compliance for transactions
• Profit repatriation planning

Don't see your situation listed?

How it works

A clear, step-by-step path from first call to action plan.

Book your free consultation

Schedule a 30-minute call at your convenience. No credit card required, no obligation to continue.

Speak with a specialist

Discuss your situation with a qualified expert who understands US-India cross-border matters.

On the call we cover

🇺🇸 US tax positionReviewed

🇮🇳 India ITR & TDSReviewed

📄 DTAA treaty benefitsFlagged

🔎 FBAR & FATCA exposureFlagged

Get your action plan

Receive clear guidance tailored to your needs. Decide if you’d like to proceed with our services.

Your action plan

Filing strategy mapped across both countries

DTAA savings opportunities identified

Compliance gaps flagged and prioritised

Clear next steps with transparent pricing

First call is free — no commitment required

Your advisors

Meet your US tax planning consultants

Tax strategy gets complex fast. That's why you get access to our team of certified US tax planning consultants specializing in cross-border taxation.

CPA · Cross-Border Tax Specialist

Mr. Krishnan Subramanyam

15+ years helping NRIs optimize US-India taxation

Krishnan brings deep expertise as a CPA and Cross-Border Tax Specialist. With 15+ years of experience and 500+ NRI clients served, he focuses on helping individuals optimize their tax outcomes across the US and India through coordinated planning, treaty benefits, and compliance.

EA · US International Tax Specialist

Mr. Gangaraju Hanumaiah

19+ years of experience with international tax compliance

Gangaraju is a US Tax Expert and International Tax specialist with 19+ years of experience helping individuals and businesses with cross-border tax compliance. He covers business and individual compliance, treaty applications, and US filing obligations for NRIs.

Why InvestMates

Why choose us

Unlike fragmented service providers, we offer comprehensive cross-border expertise under one roof — no coordinating between multiple advisors.

01 / 03

All-in-one solution

Tax filing, investment advisory, financial planning, and compliance — all under one roof. No coordinating between separate CPAs, RIAs, and advisors.

Why InvestMates

Built for NRIs in the US

NRI taxes aren't just about filing returns. They require coordinated planning across the US and India so you keep more of what you've earned and avoid costly gaps. Our experts work together across tax, investments, and compliance to deliver one clear, aligned financial picture.

Compliance without stress
Free review of past returns to identify missed tax savings
Transparent pricing with no last-minute surprises

Real people, real savings

See how InvestMates members are saving thousands every year

“I had no idea I was losing thousands to double taxation. Otto flagged my DTAA credits in the first week, and now I'm saving over $18k a year. Wish I'd found this sooner.”

Rajesh K.

Software Engineer, Seattle

“The backdoor Roth thing always confused me, and I didn't even know what a mega backdoor was. One call cleared everything up, and now I'm maxing out strategies I didn't know existed. Worth every minute.”

Priya M.

Product Manager, San Francisco

“Honestly thought my CPA had everything covered. Turns out just moving where I hold my bonds versus stocks saves me $24k a year. The service paid for itself in the first month.”

Amit S.

Director of Engineering, Austin

“I'm not great at staying on top of this stuff. Now tax-loss harvesting just happens automatically when opportunities pop up. It's like having someone watch my portfolio for tax savings 24/7.”

Neha P.

Investment Analyst, NYC