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Your life isn’t basic.Your tax adviceshouldn’t be either.

Strategic tax preparation and advisory for complex lives, ambitious businesses and globally connected decisions.

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What is changing in your financial life?

Residency, foreign assets, international reporting and ownership across jurisdictions.

19+Years of experience
CPA + EASigned returns
Big FourStandards and depth
US + GlobalCross-border perspective
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The wider view

Taxes are not just forms.
They are part of your
financial strategy.

Choose a dimension. See the complexity behind it.

01 / INCOME

RSUs

Vesting, withholding and sale timing change both cash flow and tax exposure.

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Expertise

One tax relationship.
The right depth of support.

Individual Tax

The full picture, carefully prepared.

For complex personal returns, investments, equity, property, multi-state income and changing financial lives.

  • Individuals
  • Equity
  • Investments
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Who we help

Built for financial lives that don’t fit inside a box.

01Entity structure
02Compensation
03Growth planning
01 / BUILD

The business and the individual are part of the same financial architecture.

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The difference

Preparation is the starting point.
Not the entire relationship.

PreparationForms. Last year. Filed.
RelationshipPlan. Anticipate. Advise.

One life. More than one tax system.

Residency tests, treaty tie-breakers, income sourcing, withholding, permanent establishment, FBAR, Form 8938, Form 5471 and Form 8865 can create overlapping obligations. Treaties can coordinate the systems. They do not eliminate the reporting.

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The engagement

A clear route through complexity.

  1. 01

    Tell us what’s going on

    A focused inquiry helps us understand the situation, timing and support you need.

  2. 02

    Get the right engagement

    We define scope, price, timeline and the information required before work begins.

  3. 03

    Strategy and preparation

    We review the details, identify risks and opportunities, and complete the work accurately.

  4. 04

    Clear answers and next steps

    You receive an explanation of the result and practical recommendations for what follows.

Confidence Lackwood, founder of The Official Tax Plug
Founder / Enrolled AgentConfidence LackwoodUS + International Tax
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About the firm

Built on expertise.
Designed to grow beyond one person.

Founded by Confidence Lackwood, The Official Tax Plug brings approximately 19 years of US and international tax experience to complex financial lives, ambitious businesses and globally connected decisions.

That experience includes senior roles at EY and PwC UK, but the firm is being built for scale: technical depth, clear standards and direct communication carried consistently across every engagement.

19+ Years of experienceEA Federally licensedBig Four Standards + depth
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Tax intelligence

Clear thinking for decisions that matter.

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Your taxes deserve more than a last-minute answer.

Tell us what is happening, and we’ll help determine the right next step.

We work best with clients who value accuracy, proactive advice and a long-term financial relationship.