Frequently Asked Questions

FAQ

What is EntitySmart and what do you do?

EntitySmart helps people optimize their international setup—legally reducing taxes, protecting assets, gaining residency, and expanding freedom. We guide you through the full process: from strategy to structure to execution.

Who is EntitySmart for?

We work with everyone—from online entrepreneurs, remote workers, and (crypto) traders to high-net-worth individuals and everyday people who simply want to improve their setup, reduce taxes, and live with more freedom across borders.

Are you a law or accounting firm?

No—we’re not a law or accounting firm. We’re independent international structuring advisors. That means we help you make the right strategic decisions and work alongside trusted legal and tax professionals to handle the technical parts. You stay in control, with expert support at every step.

What makes you different from incorporation agents or consultants?

Most incorporation agents or consultants specialize in one jurisdiction or region. They know their local rules well—but they usually only offer what they’re licensed to sell. At EntitySmart, we help you take a step back. We look at your full situation—goals, lifestyle, tax exposure, asset protection—and guide you toward the jurisdictions and structures that actually fit. Once you know what you need, we connect you with trusted specialists to handle the technical execution—whether that’s an accountant in Portugal, a formation agent in Dubai, or a trustee in the Caribbean. You get the right setup, not just the easiest one to sell.

How do you work with clients?

If you're not sure what you need yet, we start with a free discovery call. In 30 minutes, we’ll explore your situation, clarify your goals, and help you understand what services would be most useful for you—no pressure, no hard sell. If you already know what you’re looking for, we offer support at three levels:
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1. DIY Guides: Step-by-step PDFs to follow at your own pace.
2. Done-For-You Setups: We help execute the full structure, based on your input.
3. Custom Advisory: Fully tailored planning and support for more complex international cases.

No matter where you start, we aim to make theprocess clear, compliant, and stress-free.

Can you help me reduce taxes legally?

In many cases, yes—but always legally and transparently. We help you explore strategic options like changing tax residency, using international entities, or restructuring how your income flows. For many clients, this results in a significantly lower tax burden—but not always. We’ll never promise savings we can’t deliver. What we do promise is clear, compliant guidance and the best setup for your specific situation.

Do you help with personal tax residency too?

Yes—this is one of the most common things we help with. Whether you're relocating for lifestyle, tax reasons, or global mobility, we help you understand the pros and cons of different countries and choose a tax residency that fits your life and goals. We don’t sell visas or do paperwork—we help you make the right move, and then guide you through what that move should look like legally and strategically.

What are the best countries for tax optimization?

There’s no one-size-fits-all answer—only what fits you. We help you compare options like the UAE, Singapore, Portugal, Andorra, and others based on your lifestyle, income, and long-term goals. Some countries offer (near) zero tax, others have favorable rules for crypto, foreign income, or business profits. If you're a high-net-worth individual, we also explore investment residency or citizenship programs that open doors to better tax and mobility outcomes. What works for others might not work for you—and we’ll help you choose wisely.

Do you offer advice on crypto taxation?

Yes—we work with crypto traders, holders, and DeFi users who want to legally reduce taxes and access their funds more efficiently. We help you understand where you should be tax-resident, how to structure your holdings, and how to avoid common compliance mistakes—without getting in trouble or stuck in gray zones. We don’t offer tax filing services ourselves—but we do help you build a structure that makes reporting simpler and smarter.

Do you guarantee tax savings?

No—we don’t guarantee savings, and you should be wary of anyone who does. Every case is different, and your actual savings depend on your country of residence, income type, structure, and how well it’s implemented. What we do guarantee is legal, strategic guidance that puts you in the best possible position—without crossing lines or making risky promises.

Can you set up a company for me?

Not directly—but we make sure it gets done right. We don’t form companies ourselves. Instead, we work with trusted local professionals in each jurisdiction to handle the legal setup. Once your structure is defined, we can either connect you to the right provider—or act on your behalf to manage the process for you. This way, you get the best of both worlds: expert strategy upfront, and smooth execution through vetted partners.

Can I open a bank account remotely?

Yes—in many cases you can. We help you identify banks or fintech platforms that are realistic based on your residency, business model, and structure. Some options require a local visit, but many can be done remotely—especially if your setup is clean and compliant. We don’t guarantee approvals, but we make sure you’re applying to the right places, with the right documents, at the right time.

Do you help with payment gateways and merchant accounts?

Yes—we help you choose and access the right payment solutions for your structure and business model. Whether you’re running an e-commerce store, have a SaaS product, or offer online services to customers across the world—we help you match with the right providers based on your setup, risk profile, and jurisdiction. We don’t act as a payment processor, but we guide you through what works, what doesn’t, and how to avoid common application issues.

Do you work with trusts or foundations?

Yes—but only when it makes sense. Trusts and foundations can offer powerful tools for asset protection, succession planning, and long-term privacy. We help you decide whether these structures fit your goals—and if so, we connect you with experienced legal professionals to set them up properly. We don’t act as trustees or write legal documents ourselves—we focus on strategy, structure, and coordination.

Are your setups legal?

Yes—everything we do is 100% legal and compliant. We work within the laws of each country involved and never promote tax evasion, fake residencies, or shady loopholes. Our job is to help you use international rules the right way—so you stay protected, reduce risk, and avoid costly mistakes. Every recommendation we make also considers your personal risk profile. Some clients prefer ultra-safe structures; others are comfortable with more aggressive planning. We help you strike the right balance.

Will I need to file tax returns elsewhere?

It depends on your setup—but in many cases, yes. You may need to file tax returns or reports in your country of residence, where your company is based, or anywhere you earn income. We help you understand where those obligations exist and how to stay compliant. We don’t file taxes ourselves, but we can connect you with trusted local specialists who handle it for you—so you don’t need to stress over rules you don’t understand or risk getting it wrong.

Do your solutions work with CRS, FATCA, etc.?

Yes—everything we do takes CRS, FATCA, and other international reporting rules into account. These systems require banks and governments to share financial data across borders. We help structure your affairs so you're compliant where required—while still optimizing for privacy, efficiency, and risk control. In some specific cases, we may use black- or greylisted jurisdictions legally and strategically—but never for hiding assets or evading taxes. You stay on the right side of the law at all times.

How do you protect my personal data?

We take your privacy seriously—especially given the nature of what we do. We’re fully GDPR-compliant and operate from HongKong, which has strong data privacy protections. Your personal and financial data is stored securely and only shared with vetted partners when absolutely necessary—and only with your consent. We don’t sell your data. We don’t outsource it. And we never expose it to anyone who doesn’t need to see it.

What does it cost to work with you?

Our pricing starts as low as $20 and scales based on complexity—from entry-level guides to custom hourly advisory. The key is value: whether you're saving on taxes, improving privacy, or gaining peace of mind, our solutions are designed to deliver more than they cost. We’ll only recommend what makes sense for your goals, and we’re fully transparent about pricing before anything starts.

Do you offer refunds?

No—all sales are final. Because our work involves personalized guidance and digital products, we don’t offer refunds. But we make sure you understand exactly what you’re getting before you commit—so there are no surprises and no pressure.

Can I upgrade from a PDF guide to a service package later?

Yes—if you start with a guide, you can upgrade anytime. We’ll credit the full amount of your PDF purchase toward a done-for-you setup or advisory package. That way, you can explore your options with confidence—knowing your investment carries forward if you need more help later. If you know from the start that you’ll need hands-on support, going straight to a package is usually more efficient, as it includes everything already.

Can you help with second citizenships or passports?

Yes—we help you plan your second citizenship or passport strategy. Whether you're interested in a golden visa, citizenship by investment, or simply a backup residency, we help you compare programs and choose what fits your goals. We don’t process applications ourselves, but we’ll connect you with licensed, trustworthy partners who do—so you avoid scams and get clear, strategic guidance from the start.

Do you work with U.S. citizens?

Yes—but U.S. citizens face unique challenges. American tax law applies no matter where you live, so many common strategies don’t work the same way. That said, there are still legal ways to optimize your setup, especially if you live abroad or have international income. We only take on U.S. clients when a compliant, realistic solution is possible—and we’ll let you know upfront if that’s the case.

Can I stay anonymous as a business owner?

Full anonymity is harder than it used to be—but smart privacy is still possible. Global transparency laws like CRS and FATCA are making it more difficult to hide ownership, especially with public registries. But in some jurisdictions, you can still structure things to limit public visibility—legally and strategically. We’ll help you understand what’s possible, what’s risky, and how to protect your privacy without stepping outside the law.

How do I get started?

That depends on where you're at.

1. If you want to explore your options with zero commitment, start with a free discovery call—we’ll help clarify what fits.
2. If you’d rather dive in at your own pace, our step-by-step guides are a great low-cost way to get started.
3. If you already know what you need, you can jump straight into a fixed package or custom advisory solution.

However you choose to begin, we’ll meet you there—and help you move forward with confidence.

Make your next move global—and smart.

We’ll help you structure it right.

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