Get In Touch
Choose the appropriate first step.
Our complimentary 15-minute Fit Call establishes fit and scope. Matters requiring substantive professional analysis proceed through a separately scoped Strategic Assessment. All communications are treated confidentially.
The Practice
One structured path, one clear standard.
Fit and scope are established first. Substantive analysis begins only through an accepted Strategic Assessment, followed by separately scoped implementation where required.
U.S.–ITALY
CORE CROSS-BORDER
CORRIDOR
4
CLIENT & PRACTICE
PILLARS
FOUNDER-LED
DIRECT STRATEGIC
OVERSIGHT
COORDINATED
SPECIALIST
IMPLEMENTATION
Complimentary 15-Minute Fit Call
Determine whether ITA is the right fit for your matter.
Our complimentary 15-minute Fit Call is a brief introductory conversation designed to understand the nature of your cross-border matter, determine whether it falls within our scope, and identify the appropriate next step.
It is particularly suitable for individuals, families, founders and business owners dealing with material U.S.–Italy cross-border tax, business and private-client matters, including matters requiring coordinated legal, accounting or other specialist input.
Complete the preliminary intake
Please complete the preliminary intake accurately and completely.
The information provided is used to determine whether the matter appears suitable for ITA’s practice and to make the introductory call as focused as possible.
Submitting an intake, booking or participating in a Fit Call does not create a professional or adviser-client relationship. An engagement begins only after the applicable engagement letter has been accepted and any required retainer has been received.
Submitting an intake, booking or participating in a Fit Call does not create a professional or adviser-client relationship.
Request a Complimentary Fit CallWhat we will cover
During the call, we will:
- briefly understand your circumstances and objectives;
- identify the jurisdictions and professional areas potentially involved;
- determine whether ITA is appropriately positioned to assist;
- explain the professional process we recommend for your matter;
- determine whether a Strategic Assessment or another professional engagement is appropriate.
What the Fit Call does not include
The complimentary call is for fit and scope only.
It does not include substantive tax or legal advice, document review, technical analysis, written recommendations or consultations with additional professionals.
Where your matter requires the involvement of a CPA, attorney, tax adviser or other specialist, that professional coordination takes place within an appropriate paid engagement.
Strategic Assessment
Strategic Assessments start from USD 950, plus any applicable taxes. Any third-party professional fees, where required, are separate and will be disclosed in advance. The applicable scope, fee and Assessment Tier are confirmed in writing before the engagement begins.
Depending on the engagement, the Assessment may include:
- review of the relevant facts and documentation;
- identification of material U.S. and Italian issues;
- cross-border risk analysis;
- jurisdiction and professional-function mapping;
- identification of information or technical questions requiring further review;
- strategic sequencing of the relevant decisions;
- recommended next steps;
- definition of the potential implementation workstreams.
Where appropriate, ITA may coordinate additional qualified professionals as part of the Assessment or subsequent implementation.
Assessment and ImplementationSeparate stages
The Strategic Assessment is designed to determine the appropriate course of action.
Implementation — including filings, structuring, professional coordination, entity work, legal execution or ongoing advisory — is scoped separately where required.
Process
From intake to implementation.
A structured sequence that separates fit, substantive analysis and execution.
Intake.
Provide the essential facts, jurisdictions and objectives.
Complimentary Fit Call.
Confirm fit and scope without substantive professional analysis.
Acceptance.
Confirm the appropriate scope, fee and engagement terms in writing.
Strategic Assessment.
Undertake the substantive professional analysis required by the matter.
Implementation.
Scope and coordinate approved execution workstreams separately.
Offices
Selected locations across the United States and Europe.
A coordinated presence supporting U.S.–Italy and selected European cross-border matters.
Practice Headquarters
Milan, Italy.
Piazzale Biancamano 8
20121 Milano, Italy
By appointment
Practice
New York, USA.
275 Madison Avenue
Manhattan, NY 10016
By appointment
Representation
Miami Beach, Florida.
Miami Beach Meridian Center
Miami Beach, FL
Regus · by appointment, USA
Risk Checker
U.S.–Italy Tax Residency Risk Checker
Identify potential U.S.–Italy tax-residency risk indicators before requesting a professional review.
Open the Risk CheckerPreliminary information only; this tool does not constitute tax or legal advice.
Direct Channels
Direct correspondence.
For administrative correspondence, existing client matters and general office communications. New matters begin through the preliminary intake and complimentary Fit Call above.
For urgent matters outside office hours, please write to info@itataxadvisor.com — we respond as promptly as circumstances allow.
Strictly confidential.
Information submitted to the firm is handled confidentially in accordance with applicable law, professional duties and the Privacy Policy. Access is limited to authorized persons and service providers where necessary. Personal data concerning collaborators and partners is not disclosed to clients or prospective clients except where authorized, legally required or necessary for an agreed engagement.
A Structured First Step
Begin with fit before substantive analysis.
The complimentary Fit Call establishes fit and scope. A Strategic Assessment provides substantive professional analysis. Implementation is scoped separately.