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Our offices are located in California, Nevada, and New York.

Serving the Greater San Francisco Bay Area and beyond. Contact us to learn how our services can be customized to address your needs.

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International Tax

Our international tax team will guide you in managing global tax risk and opportunities through cross-border planning and reporting.

Today’s international tax environment is complex and filled with traps for the unwary. Through deep technical expertise and industry experience, we assist individuals and businesses in optimizing their U.S. and global tax footprint.

With appropriate structuring and planning from the outset, cash and global effective tax rates can be minimized while identifying and mitigating potential risks. We will be with you every step of the way, including helping you fulfill substantive tax and accounting reporting requirements surrounding international activities and investments.

Our specialists bring a broad spectrum of planning for both U.S. outbound and foreign inbound clients – spanning everything from strategic operational management of cross-border supply chains including intellectual property, to acquisition and divestiture structuring and post-transaction integration. We are deeply versed in foreign tax credit and foreign-derived intangible income (FDII) deduction rules and opportunities, tax-efficient cash management, tax treaties, and international tax issues impacting individuals. We come full circle with our international tax advice by assisting our clients with the proper tax and accounting reporting of their international investments and business operations.
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Our Core Services

Income Tax Planning & Compliance

Our income tax planning and compliance services deliver proactive strategies and personalized solutions to minimize your tax burden and ensure seamless compliance with regulations.

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Business & Financial Advisory

We work closely with you to provide the financial expertise and guidance you need to run your business effectively.

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Audit & Attest

We partner with you to provide comprehensive audit and accounting services tailored to your specific needs.
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Family Office

Our family office services provide comprehensive cash flow and balance sheet tracking, administrative support, and lifestyle management tailored to the unique needs of high-net-worth families.
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Tax-Efficient Entity Structuring

We collaborate with you to design a business structure that meets your objectives while optimizing your tax outcomes. 

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Estate Tax Planning

Our estate tax planning services help you preserve and transfer your wealth to future generations with strategies that minimize tax liabilities and ensure your wishes are fulfilled.

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International Tax

Our international tax services will keep you ahead of a continuously changing regulatory environment through proactive planning and comprehensive and quality compliance.

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General Partner Management Services

Launching a venture capital, private equity, real estate, or hedge fund demands rigorous financial oversight, but for many General Partners, a full-time internal CFO is not practical. That’s where we can help.

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