Households arrive in Taipei with a salary figure and a lease, then discover the costs that quietly drain a relocation budget: agent fees, deposit multiples, school enrolment, tax residency, and the second household that runs in parallel for months. We turn those surprises into a written plan before the boxes arrive.
Taipei · Neihu DistrictA relocation quote is usually drafted around a single cost snapshot: the flight, the container, the first month of rent. The households we see have already lived through what that snapshot misses. Tax residency triggers on the 183rd day, not the move-in date. Landlord deposits in Taipei run two months plus a separate management fee. School deposits are non-refundable once the seat is held.
By the time the second household is running in parallel — the home country lease that has not ended, the utilities still on auto-pay, the pension contribution still being deducted — the budget has already leaked by a margin that no spreadsheet catches after the fact.
Our work starts one step earlier. We map the full timeline of cash outflows from the offer letter through to the first settled tax year, then stress-test it against the residency, schooling and parallel-household decisions that actually drive the cost.
The households that stay on plan are the ones that treat relocation as a 12-to-18 month cash-flow project with a clear closing event — not as a single moving day. We write that project down, month by month, and revisit it with you as the residency, schooling and parallel-household decisions actually land.
A single 90-minute session that lays out your assignment timeline, tax trigger, housing deposit and the costs still running at home. You walk away with a one-page budget skeleton and the short list of choices that will shift the numbers.
A rolling engagement for the first year after arrival. Each quarter we rebuild the cash-flow projection against actuals, surface the residency and schooling choices coming due, and set a hard end date for the home-country household instead of letting it drift.
For households still working out the package. We model the offer against a 24-month Taipei cost baseline — the deposit multiples, school fees and tax positions that package calculators tend to leave out — so the negotiation has the real figures in hand.
This work fits households that are between the assignment letter and the first settled tax year — the window where a deposit, a school enrolment or a residency trigger can still be planned for rather than absorbed.
It is not a fit for households looking for investment management, tax filing preparation, or a one-off mortgage calculation. This practice takes no role in asset management, tax filing, or product sales — the engagement is planning, and the output is a written plan for your accountant or employer to act on.
If your move is more than 24 months out or already complete and settled, a single consultation is usually the right scope rather than an ongoing engagement.
The first session is a working conversation, not a sales pitch. Send the timeline you are working to and the two or three decisions that feel unresolved — we will build the budget skeleton around them.