We are an independent boutique firm providing American expats and international investors with U.S. tax management and other services/solutions for their onshore investment or wealth management.

We provide a broad spectrum of U.S. tax and wealth management services/solutions based on understanding unique cross-border situations American expats and offshore investors have. Our expertise is placed particularly in the following areas where they are facing complicated international issues and looking for feasible solutions today.

We have an extensive network and cooperative relationships with various professionals (such as lawyers, real estate experts, immigration consultants, and other CPAs/ tax accountants), banks, and custodian financial institutions in U.S. and overseas both. These relationships enable us to deliver integrated services/solutions to meet specific needs of our clients in the evolving international landscape.