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Advanced Tax Planning for Busy Professionals with Equity Compensation and/or
Cross-Border Situations

Navigating complex and competing tax regimes with confidence since 2005

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What We Do

Headquartered in Bristol, Vermont and working with clients globally on a virtual basis, our firm specializes in helping corporate executives manage their US tax obligations from wherever they are.  As a CERTIFIED FINANCIAL PLANNER™ Professional, in addition to having a Master's Degree in Taxation, 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 80 clients. **

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