What type of clients do you work with?
We specialize in specific industries where we have deep expertise: import/export, ecommerce, healthcare, international tax, and real estate investors. We also accept a limited number of clients from other industries, evaluated on a case-by-case basis, to ensure we can deliver the same level of excellence and specialized knowledge to every client.
What's the process to start working with you?
Our process is clear and structured:
Initial form: Complete the online form available on our website with basic information about your situation.
Diagnostic invoice: Once we receive your form, we send you the corresponding invoice for the diagnostic.
Discovery calls: We schedule the necessary calls to ask specific questions and deeply understand your tax situation.
Results call: We coordinate a final call where we present the complete diagnostic results, with actionable recommendations and a personalized strategic plan.
From there, you decide if you’d like to continue with our tax planning and compliance services.
Why do you charge for the initial diagnostic?
The paid diagnostic reflects the serious and detailed work we perform: we review your prior returns, business structure, financial situation, and build a clear roadmap with actionable recommendations. This approach ensures every client receives a thorough and honest analysis, not a generic sales pitch. It’s an investment that delivers real value from day one, regardless of whether you decide to continue working with us.
Do you work in person or virtually?
We primarily serve our clients online, which allows us to work efficiently with clients across different locations and time zones, particularly important for our import/export and international tax clients. If you prefer an in-person consultation, we offer this option through a paid on-site appointment, scheduled in advance.
What makes your approach to tax planning and compliance different?
Unlike firms that serve any type of client, we focus on industries where tax complexities are significant: international trade, multi-state online sales, healthcare professionals with unique structures, international tax obligations, and strategies for real estate investors. This specialization allows us to identify opportunities and prevent risks that generalist firms frequently overlook.