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Vexeio AI platform

Expert tax advice forevery complex situation.

AI-generated technical brief before your first call. Verified specialists across cross-border, crypto, trusts, disputes and corporate tax. Escrow-protected from start to finish.

Structured intake, verified credentials, and clear scopes — complex cases move faster with less rework.

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  • Free brief
  • No account needed
  • Verified specialist matched
47+Countries served across global jurisdictions
8+Tax specialisms on one platform
EscrowEvery payment protected until you approve
How it works

Situation to specialist in three steps.

Plain English in, technical brief out — then you choose who does the work.

Brief intelligence dashboard

Structured intake

Live

Practice coverage

8+ lanes

Payment protection

Escrow

Step 1

Describe your situation in plain English

Tell Vexeio your tax situation — where you live, what you earn, your assets, your history. Any specialism: cross-border, crypto, investments, trusts, disputes, IR35. No forms, no jargon. Vexeio AI understands the full complexity immediately.

Plain EnglishAny jurisdictionFree

Step 2

Vexeio AI builds your technical brief

Vexeio analyses your situation against HMRC guidance, IRS publications, case law, crypto regulations, trust legislation and tax statutes across all specialisms. It identifies every obligation, every risk, every form — and produces a structured brief a senior specialist can act on immediately.

Treaty analysisRisk identificationAction-ready brief

Step 3

Choose a verified partner or senior specialist

Vexeio presents matched experts — partners, managers and senior practitioners who have handled your exact situation before. They receive your brief before any conversation. Payment is held in escrow and released only when you approve the work.

Partners & managersVerified track recordsEscrow protected
Case studies

Case studies across every specialism.

Eight tax archetypes — pick a lane to see how the brief lands.

Cross-border & Expat

Ryan Mitchell, 34

San Francisco → Berlin, Germany

US Citizen in Germany — 4 Years Unfiled

Ryan relocated to Berlin in 2020. He receives salary in EUR, holds German ETFs and a Riester pension, and has not filed a US return since leaving.

AI brief summary · 4× Form 1040 · FEIE vs FTC · FBAR (4 years) · Form 8621 PFIC · Streamlined Foreign Offshore

Why this is complex

  1. 1US citizens must file worldwide income regardless of residency — German ETFs and Riester pension each carry specific US reporting obligations
  2. 2German ETFs are PFICs under US law — each fund requires Form 8621; without QEF or MTM election, punitive default PFIC rates apply
  3. 3Four years of FBAR violations — penalties up to $10,000 per account per year for non-wilful violations
  4. 4Streamlined Foreign Offshore Procedures available but require non-willfulness certification

Resolution

Streamlined package filed. Total penalty: ~$3,500 versus estimated $42,000+ if audited without disclosure.

📈 ~$42,000 in penalties avoided
Vexeio can build my brief →

Expert advice, the way it should work.

Client outcome intelligence

Briefs generated

3,200+

Avg. match time

~2 hrs

Payment protection

100%

Step 1

Describe your tax situation

Plain English — no forms, no jargon. Cross-border, crypto, trusts, disputes, IR35. Vexeio AI understands immediately.

Step 2

Receive your AI brief

Vexeio analyses obligations, risks and forms across all specialisms. Structured brief ready for a senior specialist in minutes.

Step 3

Review matched specialists

Partners and senior managers who have handled your exact situation before. See credentials and track records before you appoint anyone.

Step 4

Engage with escrow protection

Payment held in escrow and released only when you approve the completed work. You are protected at every step.

Step 5

Outcome delivered, case closed

Work delivered to scope. Escrow released. Your specialist's track record updated — full transparency, start to finish.

Network

Verified specialists for every discipline.

Credentialled partners and seniors across cross-border, crypto, trusts, and corporate — briefed before day one, not generalists.

CPA · EA · CTA. Handle US worldwide income, FBAR, PFIC elections, UK SRT, FIG regime, treaty tie-breakers and Streamlined procedures. Operate across US, UK, EU and Canada.

Cross-border & Expat Specialists

Crypto Tax · DeFi. Specialise in crypto capital gains, DeFi protocol income, NFT disposals, staking, airdrops, offshore exchange reporting, HMRC and IRS digital asset compliance.

Crypto & Digital Asset Experts

CFA · Tax Advisor. Capital gains optimisation, share scheme advice (EMI, RSU, CSOP), EIS/SEIS, foreign investment portfolios, offshore bonds and tax-efficient investment structuring.

Investment & Portfolio Tax Planners

Barrister · Solicitor · CTA. HMRC enquiries, IRS audit defence, tax tribunal representation, voluntary disclosures, COP8/COP9 investigations, penalty negotiations and litigation support.

Tax Lawyers & Investigation Specialists

TEP · Trust Specialist. Discretionary and offshore trust setup, inheritance tax mitigation, family investment companies, succession planning, deed of variation and lifetime gifting strategies.

Trust, Estate & IHT Planners

Pension Specialist · IFA. Annual and tapered pension allowance, QROPS cross-border transfers, offshore bond planning, ISA structuring and tax-efficient retirement income across jurisdictions.

Pension & Savings Tax Experts

CPA · EA · CTA. Handle US worldwide income, FBAR, PFIC elections, UK SRT, FIG regime, treaty tie-breakers and Streamlined procedures. Operate across US, UK, EU and Canada.

Cross-border & Expat Specialists

Crypto Tax · DeFi. Specialise in crypto capital gains, DeFi protocol income, NFT disposals, staking, airdrops, offshore exchange reporting, HMRC and IRS digital asset compliance.

Crypto & Digital Asset Experts

CFA · Tax Advisor. Capital gains optimisation, share scheme advice (EMI, RSU, CSOP), EIS/SEIS, foreign investment portfolios, offshore bonds and tax-efficient investment structuring.

Investment & Portfolio Tax Planners

Barrister · Solicitor · CTA. HMRC enquiries, IRS audit defence, tax tribunal representation, voluntary disclosures, COP8/COP9 investigations, penalty negotiations and litigation support.

Tax Lawyers & Investigation Specialists

TEP · Trust Specialist. Discretionary and offshore trust setup, inheritance tax mitigation, family investment companies, succession planning, deed of variation and lifetime gifting strategies.

Trust, Estate & IHT Planners

Pension Specialist · IFA. Annual and tapered pension allowance, QROPS cross-border transfers, offshore bond planning, ISA structuring and tax-efficient retirement income across jurisdictions.

Pension & Savings Tax Experts

From our clients

What they say about Vexeio.

Outcomes from crypto, equity, and estate work — in their words.

★★★★★

“I had 3 years of crypto gains across 5 exchanges and had no idea where to start. Vexeio built the entire brief in minutes. The specialist reconciled everything and filed a voluntary disclosure. Penalties reduced to zero.”

Alex D.

₿ Crypto trader · London

★★★★★

“My RSUs were vesting for 4 years and I had no idea about the tax. Vexeio identified the CGT exposure, the ESPP issue and the US brokerage reporting problem. The specialist saved me close to £28,000. No other service even came close.”

Priya S.

📈 Tech employee · Manchester

★★★★★

“We had a £4.2m estate and a potential £820,000 inheritance tax bill. Vexeio mapped the entire situation before we spoke to a single adviser. The trust specialist reduced our projected liability by £530,000.”

Caroline & David W.

🏠 Estate planning · Surrey

Start for free

Your tax situation is unique.Your expert should be too.

Free brief in minutes. Matched to a verified specialist — escrow-backed delivery.

  • Structured AI brief before any specialist fee
  • Verified partners & senior practitioners only
  • Escrow-protected delivery you approve
  • Cross-border, crypto, trusts & corporate coverage
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Best path forward

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Matched to a verified partner — escrow-backed delivery.

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→ Typical brief in under 15 minutes · No commitment before you appoint