Ph.D. (Tax), CPA, MBA, CFP®
Helping individuals, families and business alike
Resolving outstanding tax issues, maintaining compliance and optimizing business profit potential.
Tax Audit & Collection Representation
We will promptly explore various alternatives and make recommendations to resolve your outstanding tax issues and help you stay in compliance; you have the right to retain authorized representation in all dealings with the IRS.
Tax Planning & Compliance
Whether you are working and/or living within the U.S. or abroad, we can help you plan and optimize tax compliance; US Persons - individuals, trusts, LLCs, corporations.
Business Advisory & Corporate Secretariat
Is your business too small to hire a seasoned CFO but too complicated not to? Are you engaged in emerging industries such as cash-based Cannabis, Cryptocurrency or the USCIS Immigrant Investor Programs?