About us

We are a tax firm specializing in International Taxation. Having worked in a larger firm previously, we noticed there was a lack of a reliable resources for individuals and businesses that need international expertise in the middle market. We assist a large number of clients worldwide and in the U.S., ranging from privately held companies, family offices, private equity funds and individuals. If you need help with international tax matters please reach out for an initial consultation.

WHO OUR CLIENTS ARE

  • Closely Held Businesses

  • Family Offices

  • Health Professionals and Offices

  • High Net Worth Individuals

  • Manufacturers

  • Private Equity Funds

  • Real Estate Professionals

  • Restaurants

  • Retailers

  • US Persons Living Abroad

WHY US

  • Communication

    We know businesses can be fast paced so we put a large emphasis on our communication with our clients. Our goal is to provide clients with the information they need, when they need it the most. Our commitment to client service means we will respond or acknowledge calls and emails as soon as possible. We will generally respond or acknowledge emails within 24 hours. This eliminates the guess work on when your adviser will get back to you.

  • Knowledge

    Our experience and technical background allows us to provide our clients with a wide range of technical services.

  • Modern Approach

    Our goal is to move towards a paperless environment and we make sure to use the latest technology and best business practices to streamline our workflow and assist our clients. This includes the following:

    • Our Online Client Portal is secure and accessible 24/7. Use this to upload and download files whenever you want.

    • Docusign for engagement letters & signature pages so you can sign documents from anywhere, including through your mobile device.

    • Financial Statements, Tax Returns and various documents are delivered electronically through our Client Portal so that files don’t clutter your office.

    • Electronic filing of tax returns so that we can file your return as soon as possible with ease.

  • Proactive Approach

    We are proactive with our clients and provide them with the information they need to plan for the future. We try to understand all aspects of our clients businesses so we can inform them of any changes to tax law that may affect them.

  • Accessibility

    One of the advantages of using a smaller firm is you will have direct access to partners at any time.

  • Value

    Savings on unnecessary cost allow us to offer technical services at greater value.