About Our Tax Services
Step Global Group, comprising Step Global Immigration, Step Wealth, and Step Sphere, offers holistic solutions in residency, citizenship, tax planning, and wealth management.
Our in-house team of licensed international tax advisors, ADIT and IBFD-certified professionals, and immigration lawyers ensures every aspect of your wealth and tax strategy aligns with global regulations and optimal mitigation practices.
With over 15 years of global experience, our firm bridges the gap between immigration strategy, international taxation, and asset protection – empowering clients to achieve long-term financial security and compliance.
Our multidisciplinary approach ensures that every client benefits from:
- Personalized residency and citizenship guidance
- Global tax mitigation and structuring
- Bespoke wealth management strategies
- Concierge services designed for international lifestyles
Our Management Team
Preeya Malik – Managing Director
U.S.-licensed lawyer, ADIT and IBFD-certified International Tax Advisor, and Managing Director of Step Global Group.
Preeya brings 15+ years of experience in residency-by-investment, international taxation, and real estate funding.
She designs bespoke global strategies integrating citizenship planning, residency relocation, and optimal tax mitigation.
Deepanshu Choudhry – Head of Legal
Licensed lawyer and ADIT/IBFD-certified International Tax Advisor with over 7 years of experience in corporate structuring and investment sourcing.
Deepanshu specializes in cross-jurisdictional tax mitigation through treaty networks, corporate restructuring, and international compliance.
Importance of Tax Planning
Proper tax planning allows clients to protect assets, reduce exposure, and preserve generational wealth.
Our team advises on:
- Global asset protection and exposure
- Estate and inheritance tax planning
- Gift tax strategy
- Determining tax domicile for mitigation purposes
- Handling multiple corporate and individual income streams
- Understanding treaty-based exemptions and deductions
Our Service Programs
We’ve designed three specialized programs to meet the unique needs of individuals and businesses with international holdings.
1. Personal Tax Planning
Designed for individuals with assets across multiple jurisdictions.
Our focus includes:
- Residence & Domicile: Evaluate residency implications and local/state/federal tax liabilities.
- Tax Structuring: Create strategic investment frameworks through Trusts, Foundations, and Offshore Companies.
- Mitigation & Considerations: Identify exemptions, deductions, and treaty benefits to minimize tax liability.
2. Corporate Tax Planning
Tailored for companies with operations or assets in multiple countries.
Our process includes:
- Laws & Regulations: Review local and international tax laws to improve corporate efficiency.
- Tax Structuring: Optimize entity formation and offshore subsidiary structures.
- Mitigation Strategies: Implement global tax relief through credits, deductions, and treaty applications.
3. Corporate Structuring
For organizations seeking to expand or relocate globally with the goal of tax efficiency.
Our approach includes:
- Tax Strategy: Analyze tax treaties to determine optimal entity placement and fund flow.
- Customized Structuring: Create compliant yet efficient cross-border corporate structures.
- Mitigation & Considerations: Evaluate applicable exemptions, deductions, and credits for reduced liability.
Types of Taxes We Advise On
We offer strategic guidance across the full spectrum of international tax categories:
- Capital Gains and Losses
- Income Tax
- Inheritance and Estate Tax
- Gift Tax
- Property Tax
- Transfer Pricing & BEPS Analysis
- Dividends, Royalties, and Service Fees
- Branch Profits Tax
- Controlled Foreign Corporations (CFC) and PFIC
Service Fees
Pricing depends on jurisdictional complexity, number of assets, and scope of planning required.
- Personal Tax Planning (1–3 jurisdictions): Starting at USD 15,000
- Personal Tax Planning (4–6 jurisdictions): Starting at USD 25,000
- Corporate Structuring & Tax Planning: Contact us for a custom quote
Note: U.S. tax planning may incur additional charges.
Step-by-Step Tax Planning Process
Why Choose Step Global Group?
- ADIT & IBFD licensed international tax advisors
- Expertise in cross-border structuring and treaty impacts
- In-depth understanding of global asset compliance
- Integrated immigration and taxation solutions
- Cost-effective and confidential international tax consulting
Ready to Optimize Your Global Tax Strategy?
Book your free consultation with our international tax advisory team today.
Let Step Global Group help you protect, preserve, and grow your wealth – across borders.
- Located in DIFC, Dubai
- Serving Clients Worldwide
- Contact us
Frequently Asked Questions
Our experts analyze residency-based tax exposure when applying for immigration or citizenship, ensuring that your move enhances tax efficiency and compliance.
Dual citizens may be subject to tax in multiple jurisdictions. Our team provides jurisdiction-specific strategies to prevent double taxation.
Challenges include cross-border compliance, treaty interpretation, and complex residency rules.
We simplify these with actionable tax planning that aligns with international standards.
Step Global immigration lawyers are available to answer your questions. Contact us today to arrange a one-to-one consultation.