Who Are Our Clients

Individuals from outside of US with U.S. connections who need tax preparation, advisory and compliance (tax declaration preparation, account reporting etc.) assistance.
Foreign persons who are US taxpayers, (individuals, and closely held businesses).
US persons with foreign ties, investments, income etc. (individuals, as well as individuals with foreign entities).
Clients in need of ongoing tax planning and consulting service.
Clients in need of high-level problem solving and tax solutions.
Clients interested in learning to look at their taxes with a comprehensive understanding of how taxes, investment, gifting, estate planning, etc. all work together.
Clients who seek and follow professional advice.