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 70 clients.