US Tax & Social Security Strategy LLC provides cross-border advisory services for affluent individuals, internationally active families, professionals, entrepreneurs, executives, and investors with financial ties to the United States and Brazil. Its work focuses on coordinating U.S. tax obligations with Social Security rights across jurisdictions, helping clients make informed decisions about compliance, retirement, and long-term financial planning.

Services include federal income tax planning and IRS compliance, foreign asset reporting under FBAR and FATCA, investment and capital gains structuring, double-taxation risk mitigation, and coordination of international income. The firm also assesses U.S. Social Security eligibility, advises on the Brazil–U.S. Totalization Agreement, reviews contribution strategies, projects retirement benefits, and helps clients preserve cross-border benefit rights.

The advisory process begins with a paid, private online consultation, followed by diagnostic analysis of tax exposure, reporting duties, and Social Security risks. Clients then receive a strategic framework aligned with their financial and retirement objectives. The firm also publishes educational insights on U.S. tax compliance, IRS reporting, Social Security, and retirement coordination.