Less Tax Worry.

More Life Ahead.

We help Americans living abroad and business owners across the United States navigate their tax obligations, organize their finances, and plan for what’s ahead—with thoughtful guidance, proactive planning, and careful attention to detail.

sound familiar?

Taxes Shouldn't Keep You Guessing.

Unexpected Tax Bills

Finding out what you owe when it's too late to plan.

Uncertain Records

Wondering whether everything has been reported correctly.

Missed Opportunities

Not knowing what you should be considering before making decisions.

wHO WE HELP

Two Different Journeys. One Thoughtful Approach.

Americans Living Abroad

Living outside the United States can bring added complexity to your taxes, investments, retirement, and financial decisions.

 

We work with U.S. expats, families, professionals, and entrepreneurs to navigate U.S. filing obligations, evaluate available tax planning opportunities, and stay organized across borders.

 

U.S. expat tax preparation • Foreign income reporting • Cross-border tax planning • U.S. Business ownership abroad

 

Explore Expat Tax Services >

Boutique & Service-Based Businesses

You built your business to serve clients and create opportunities, not to spend your time worrying about bookkeeping, tax deadlines, and financial reporting.

 

We support startups, established businesses, and owner-led operations with up to $20 million in annual revenue.

 

Accounting • Business & Individual tax preparation • Proactive tax planning • Financial analysis • Exit readiness

 

Explore Business Tax Services >

what we do

Get Organized. Get Compliant.

Get Ahead.

Good tax planning requires more than a once-a-year conversation. It starts with reliable information, careful preparation, and a clear understanding of what you're working toward. We provide individual and business services through ongoing relationships tailored to your needs.

01 Tax Planning & Strategy

Evaluate opportunities, anticipate obligations, and consider the tax implications of important decisions before they become deadlines.

02 Tax Preparation & Compliance

Careful preparation of U.S. individual, business, and expat tax returns, with attention to documentation, reporting requirements, and accuracy.

03 Bookkeeping & Accounting

Organized books, cleanup projects, reconciliations, and financial reporting that help you understand where you stand.

04 Business & Financial Advisory

Financial analysis, tax projections, cash-flow planning, and ongoing guidance that help connect your numbers to meaningful decisions.

05 Exit & Transition Planning

Consider business value, ownership transitions, future opportunities, and the financial and tax implications of your longer-term goals.

the rtb approach

The Details Matter.
So Does the Relationship.

Good planning starts with accurate information, careful attention to compliance, and open communication.

 

We take the time to understand your goals, look beyond today's numbers, and work together to prepare for what's ahead.

 

Because doing things right today creates more options for tomorrow.

how we work together

A Thoughtful Approach.

From the First Conversation.

Working together should feel straightforward. Here's how we begin and move forward.

01

Let's Get ACQUAINTED

We start with a conversation about your circumstances, goals, and the support you're looking for.

02

Understand & Plan

We review your needs, identify priorities, and recommend a practical path forward.

03

Work together & adapt

We help put plans into action and adjust as your circumstances and goals evolve.

lET'S CONNECT

Let's See if We're A Good Fit

Whether you're navigating life abroad, growing a business, or preparing for your next chapter, we'd welcome the opportunity to learn more about you and what you're working toward.

 

Every good working relationship begins with a conversation.

 

Let's explore how we might work together.