Compliance Worldwide Tax Consulting
A Consulting Approach
Individuals
Estates and Trusts
The tax filings and tax planning for Estates and Trusts are often unique, intricate, and complicated. I know Estate taxation, and I know my way around a Trust document.
Business Taxes
Having the right practitioner in your corner for reconciling your accounting, filing your taxes with the IRS and the states, and keeping you in the know on tax advantaged decision-making is crucial to the success of your business.
Business Accounting
When the person doing your books is also your trusted tax advisor, there’s an added piece of mind that your financial reporting will be succinct and correct.
Expats and Foreign
Whether you’re an American taxpayer living overseas, living in America with foreign-sourced income or tax obligations, or a nonresident alien with American income, there are special considerations that must be carefully studied on a case-by-case basis when it comes to filing your income taxes.
Representation
When the IRS or a state sends a taxpayer a new assessment, selects them for audit, or when a specific tax filing just isn’t processing as was intended – taxpayers often feel completely defeated and scared from the second they open a letter. Handling matters as they relate to the IRS or a state agency is frustrating, slow, and mundane. Fear not.
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Licensed
Enrolled agent status is the highest credential the IRS awards. This person has earned the privilege of representing taxpayers before the IRS with unlimited rights.
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Member
Connecting tax preparers with unmatched education, industry-leading federal research, tax code insights and services and supplies.
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Member
Offering actionable advantages to Vermont’s entrepreneurs through people, places, and capital.
Practitioner Testimonials