Big Firm Experience

Small Firm Attention

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We are a team of seasoned tax advisors dedicated to serving high-net-worth individuals, families and closely held business owners with the highest level of strategic tax guidance. Our founders bring decades of experience from leading national firms, specializing in complex areas including international taxation, wealth preservation, and IRS controversy work. We've created a practice where technical excellence meets truly personalized service - because your financial legacy deserves nothing less.

We work with successful families, entrepreneurs, and business owners who value sophisticated tax planning as much as we do. Our clients appreciate having a trusted advisor who understands the nuances of cross-border assets, family wealth transfer strategies, and navigating IRS inquiries.

They choose us for our ability to translate complex tax scenarios into clear, actionable plans that protect and grow what matters most to them.

At the heart of our practice is a simple belief: great tax advisory should empower you with confidence.

Whether it's our Spanish-language capabilities serving U.S./Mexico cross-border families, our proactive approach to tax planning, or our commitment to being available when you need us - every aspect of our service is designed to give you peace of mind. We're honored to help safeguard our clients' financial futures with the same care we would want for our own families.