Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Tax Services

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Other Services

Asset Protection

Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.

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Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

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Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

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Mergers & Acquisitions

Domestic M&As provides many challenges to business managers and owners, International M&As are even more complicated. Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

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Consulting Services

Business Entity Selection

Choosing the form of entity of your business in a foreign country is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Retirement Planning

In an international environment, successful implementation and periodic review of your financial plan from a US and foreign perspective will ensure financial independence during your working years and through your retirement years.

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Financial Planning

A properly structured financial plan when residing abroad enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of US and foreign taxes and produces a favorable after-tax return.

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Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. As a US taxpayer living in a foreign country you need experienced professionals in both jurisdictions with a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Miscellaneous

Foreign Tax Planning and Preparation Services

We are members of a network of European firms providing accounting, audit, tax and legal services. We will work with our colleagues in other countries to offer our clients multi-jurisdiction services.

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Corporate Expatriate Programs Planning and Administration

We assist multinational companies to manage their international mobility program through cross border tax minimization, creation and administration of tax equalization policies, US and foreign tax return preparation services...

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International Business Expansion

We assist multinational companies in determining the best jurisdictions for their business development overseas.

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International Corporate Tax Planning and Compliance

We provide a wide range of services including international tax planning for corporate cross-border transactions, multinational corporation mergers and acquisitions, export incentives, inbound and outbound investments structuring, corporate tax return preparation...

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International Estate Tax Planning and Compliance

We assist you minimizing your estate tax exposure in a global environment, we prepare estate tax returns and coordinate with the foreign tax professionals. Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Estate Tax Administration

We provide assistance to estate administrators in complying with his/her US tax obligation throughout the probate procedure.

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Foreign Trusts

We assist trustees and US owners and beneficiaries of foreign trusts to comply with their US tax obligations. We work with them to minimize the tax exposure resulting from the use of foreign trusts. We prepare the specific tax forms.

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