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Our Clients

Although we work with a variety of clients and industries and our clients range in size from start-ups to larger companies, our clients typically fall into one of the following categories:

Attorney and Accounting Services Firms

We assist accountants and attorneys to better serve their clients in addressing tax related matters. Their clients may be:

  1. Small, medium or large businesses
  2. Business Owners
  3. Individuals

Mid-sized Companies

Our mid-sized company clients often use the breadth of our services, including our ability to file international tax filings for them in the United States. These clients include US corporations doing business abroad and foreign businesses doing business in the United States.

Small Companies and Business Start Ups

Small companies and start ups work with us to help them strategize on best how to structure their business for growth and for the lowest possible tax payments. And if they do face federal or state audit issues, we stand behind them to understand the audit process and to minimize any potential increases in tax payments.

High Net Worth Individuals

Our high net worth individuals look to us for tax planning, tax filing, estate and trust planning, retirement planning, and tax controversy management.

US Expatriates and Foreign Nationals

These clients have unique tax filing requirements, due to the international nature of their employment and fall into two categories:

  • Foreign individuals working in the United States
  • US individuals working outside of the United States
  
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