For Individuals
Navigate your financial future with confidence. We provide personalized tax planning and preparation that adapts to your life—whether you're building wealth, planning for retirement, or managing complex investments. Expert guidance, tailored to you.
Personal Financial Planning
Build wealth with strategies tailored to your life and goals.
Your financial future deserves more than generic advice. We create comprehensive plans that adapt to your life—whether you're planning for retirement, funding education, protecting your family, or building generational wealth
What we cover:
Retirement planning that ensures long-term comfort.
Education funding strategies that grow with your family.
Asset protection when life takes unexpected turn.
Investment approaches aligned with your risk tolerance.
Legacy planning that preserves what you've built.
Estate Planning
Protect your legacy with comprehensive planning and clear execution.
Estate planning isn't just about taxes—it's about ensuring your wishes are honored and your loved ones are protected. We help you navigate the complexities with clarity, creating strategies that preserve wealth across generations while minimizing tax burdens.
Whether you're planning for the first time or updating existing documents, we provide expert guidance through every decision—from asset distribution to trust structures to healthcare directives.
What we cover:
Estate and gift tax strategies that preserve wealth.
Trust planning and administration.
Asset transfer and wealth succession.
Healthcare directives and powers of attorney.
Charitable giving strategies.
Business succession planning.
Expat Tax Services
Navigate cross-border tax complexity with confidence and clarity.
Living or working abroad shouldn't mean struggling with U.S. tax obligations. Whether you're an American citizen overseas or a foreign national with U.S. ties, we help you stay compliant while maximizing available benefits—from foreign income exclusions to tax credits.
We've been guiding expats through U.S. tax requirements since 1995, handling everything from routine filings to complex multi-country situations.
What we cover:
Foreign Earned Income Exclusion (up to $120,000+ tax-free).
Foreign Tax Credit optimization.
FBAR and FATCA compliance (Forms 8938, FinCEN 114).
Foreign rental property reporting.
Streamlined Filing Compliance for late filers.
Dual-status and residency determinations.
Tax Preparation
Accurate filings, maximized deductions, delivered on time.
Your tax return should work as hard as you do. We handle the complexity—from investment income to retirement contributions to side business expenses—ensuring every deduction is captured and every form is filed correctly.
No surprises, no rushed deadlines, no missed opportunities. Just thorough preparation that gives you confidence in your filing and peace of mind when it's done.
What we cover:
Employment and investment income reporting.
Retirement account contributions and distributions.
Self-employment and freelance income.
Rental property income and expenses.
Capital gains and dividend optimization.
HSA and FSA deductions.
State and local tax considerations.
Tax Planning
Forward-thinking strategies that keep more of what you earn.
Tax planning isn't about filing—it's about positioning. We work with you throughout the year to make strategic decisions that reduce your tax liability, maximize your after-tax income, and align with your financial goals.
From investment timing to retirement contributions to income acceleration or deferral, every decision is an opportunity to optimize your tax position. We help you see those opportunities before they pass.
What we cover:
Investment and capital gains tax strategies.
Retirement account optimization (IRA, 401(k), etc.).
Income timing and tax bracket management.
Estimated tax payment planning.
Alternative Minimum Tax (AMT) mitigation.
Charitable giving strategies for maximum benefit.
Year-end tax moves and proactive adjustments.