Our goal is to work with clients that allow us to become their trusted tax advisor, to free the clients of the stress when dealing with US tax compliance.

Why did we get into this business?

Our firm exists because of unique skills and abilities of our firm to serve a client in a specific field of foreign related US tax compliance. We help our clients by solving their tax related problems, by bringing them into compliance and by providing with tax planning, advice, and strategy, this in turn gives our clients freedom to live their lives without anxiety or worry.

Pricing

Due to our commitment to clients, we have invested in the best education on the continuing basis, best systems, best processes, and year around support. Our pricing is reflective of our wholesome (complete) care for our client. We provide personalized attention to each client, subject matter expert knowledge, year around check in as well as the guidance and IRS transcript monitoring. With our support our clients have all their tax related issues anticipated solved and responded to. We are charging for our expertise and our experience and the value we provide to our clients, so we are not cheap. But that expense will pay off in the freedom from worry anxiety and stress of dealing with US taxation and compliance, as well as freedom from unexpected tax bills and more predictable tax time.

How are we different?

We are perfectly positioned to provide expert tax service yet very personalized. Tax professionals are like a hybrid of doctor, banker, and a clergy, we know everything about our clients and are able to provide tax advice that is suited to their best interests. When our client contacts us we know who they are, however even with such personalized service the expertise cannot be overstated. Constant in depth education on the part of the firm ensures that our client’s needs not only met but also anticipated.

Why should a client use our firm, rather than a competitor?

We specialize in the issues that relate to your situation, we have the expertise and experience to resolve your issues once we agree that we are a good fit for each other, we will take on your problems and will resolve them, we will free you of the worry anxiety and stress that this issue brings in to your life. After your immediate problems are resolved we will move on to our year around agreement where you will have constant access to our team, advice, and planning on what you would like to achieve in your life, since everything is related to tax, our annual plan will simplify your life. We will be on top of your tax account and you will never be surprised by tax authorities ever again.

Leading Tax Expert Julie Harvey, EA CAA NTPI Fellow

Education/Certifications

• Enrolled Agent (EA),

Licensed by the US Treasury Department to represent taxpayers before all administrative levels of the IRS. Enrolled Agents – America’s Tax Experts

• Certified Acceptance Agent (CAA)

Authorized to act on behalf of foreign individuals and other persons, to obtain an Individual Taxpayer Identification Number (ITIN) or Employer Identification Number (EIN) from the IRS.

Assist foreign persons with ITIN application / renewals.

Trained and specializing in taxpayer representation in front of the IRS (and States).

National Association of Enrolled Agents Director 2023-2025 year. Leadership and Public Awareness Committee member of National Association of Enrolled Agents. 

• Recipient of the IRS Commissioner’s Charles Rettig Challenge Coin for work with underserved community in foreign related tax compliance

Tax planning and consultation advisory to residents with foreign ties and non-residents (inbound /outbound) on US tax consequences.

• National Tax Practice Institute (NTPI) Fellow
• Fraud Documentation & Registration for ITIN Financial Services & Law Enforcement Extended Addition Training
• Graduate of the Schuldiner/Smollan Leadership Academy. (SSLA)
• Tax Preparation Graduate with Honors
• Accounting Graduate with Honors
• Member of the International Honors Society Delta Epsilon Tau