Austin-Based, Global Reach
Specialized Remote Advisory & Multi-State Tax Strategy
Universal Technical Mobility
Our Remote Advisory framework bridges the gap between our Austin-based presence and the complex mobility requirements of modern tech, medical, and legal professionals. We provide a partner-led technical bridge for clients navigating high-stakes multi-state tax footprints, ensuring that relocation logic and equity transitions are managed with jurisdictional precision.
Equity Transition + Jurisdictional Logic
Multi-State Nexus Management. We specialize in the high-stakes transition of technical professionals moving from high-tax jurisdictions: such as California or New York: to Texas. Our "Starbase Logic" framework addresses the specific complexities of equity vesting schedules, ensuring that your relocation doesn't trigger unnecessary multi-state tax leakage or unexpected trailing nexus liabilities.
Virtual Partner-Led Oversight. Unlike automated tax platforms, our remote advisory is led by partners who understand the nuanced intersection of federal compliance and state-specific residency audits. We provide proactive strategies for medical, legal, real estate, tech and family office sectors who require elite-level tax planning regardless of their physical proximity to our Austin headquarters.
Advanced Residency & Trailing Nexus FAQ
What is "trailing nexus" in a remote environment? Trailing nexus occurs when a state continues to claim taxing authority even after physical relocation. This often manifests as the state claiming "sourced income" on deferred compensation, stock options, or tail-end consulting fees.
How do you document "Intent" over the 183-Day residency myth? Successful transitions are built on verifiable intent. We help you document the shift in your "Center of Vital Interests" (from professional affiliations to community involvement) to address the scrutiny of residency audits.
How do multi-state tax leakage and equity vesting intersect? Tax leakage occurs when the same income is potentially taxed by two different jurisdictions due to conflicting residency definitions. We analyze the grant-to-vest period to establish a defensible break in residency.
What triggers a state residency audit? Large income swings, changes in filing status, or maintaining property registration in the previous state are primary triggers. We focus on establishing a "defensible break" by aligning your financial life with Texas exit requirements.
Global & Cross-Border Integration
International Accounting & Management. For professionals and firms whose footprint extends beyond national borders, remote advisory must account for the complexities of inbound and outbound tax compliance. We bridge the gap between domestic mobility and global operations, providing the same partner-led technical oversight for international reporting, FBAR compliance, and cross-border entity structuring.
Cross-Border Strategic Alignment. If your remote advisory needs involve foreign assets or international expansion, our specialized management solutions ensure that your tax strategy is unified across all jurisdictions. Learn more about our International Accounting & Management Solutions.
Private Wealth and Family Office Logistics
Integrated Wealth Oversight. Remote advisory for family offices requires more than simple tax prep; it requires the coordination of multi-state assets, private equity holdings, and philanthropic vehicles. We provide the technical backbone for distributed family offices that need Austin-based partner oversight with a global reach.
Engagement & Advisory
Strategic Availability: Millan + Co. limits new engagements to ensure that our time and resources are properly utilized.
Current Status: We are currently open to inquiries for our Q2 Summer 2026 Onboarding Window.
Note: Priority access is maintained for clients referred by our professional network and existing partners.
Strategic Insights
Foreign Earned Income Exclusion (FEIE)
Navigating qualifying tests and key tax benefits for international mobility.
Read InsightBonus Depreciation Strategy
Analyzing the 100% expensing rules for legal infrastructure, software, and office improvements in 2026.
Read InsightCTA & FinCEN Reporting
Essential compliance updates for international LLCs, LLPs, and Trusts.
Read Insight