What We Do
Headquartered in Bristol, Vermont and working with clients globally on a virtual basis, our firm specializes in helping individuals meet their US tax obligations from wherever they are. As a CERTIFIED FINANCIAL PLANNER™ Professional, we combine proactive tax planning with a deep understanding of how to align clients' finances with their long-term goals.
Moreover, we work with clients who need support throughout the year, not just at tax time - clients for whom year end tax planning is fundamental, and those who need periodic tax projections or consulting services to manage their liabilities proactively.
In order to provide a high level of year-round service, we are limiting our practice to 60 client engagements for the 2020 tax year.
** We have met this goal so are currently only taking referrals from existing clients. **
Whom We Help
Corporate employees and entrepreneurs with complex tax situations who need assistance optimizing their finances to align with their personal goals.
How We Do It
Proactive communication, deep technical knowledge, and solutions customized to our clients' situations.
What's in It for You
Work with an experienced advisor you can trust to help you minimize your global tax burden and tailor guidance based on your personal financial goals.