I am an expatriate living abroad in Spain. I have multiple foreign bank accounts, overseas investments, and run a small business. Richard helped me navigate the complex foreign rules regarding my investments, foreign bank accounts, and how to claim tax credits for taxes I paid to foreign governments while running my business. He has lived abroad himself and understands expat tax situations. Thanks again Richard for navigating me through the maze of changing American Expat rules! I hope you are well.

Richard was invaluable and quick with getting me answers to the questions that always seemed to pop up in my first year of starting my small business. From general accounting questions to corporate and individual tax questions-he helped me setup my S-Corporation to be accounting organized and tax efficient. Richard was patient and knowledgeable about the small business tax rules regarding payroll, withholding, sales taxes, and annual tax return filings. He simplified complicated tax rules and explained them to me in a simple way so I could make the best decisions for my business and financial future. Will be in touch with you next year for my annual filing. My best to you Richard!

I am a higher income professional, that also has multiple stock investments and real estate holdings. Richard gave me some great advice regarding the lay of the tax landscape and my options regarding my portfolio and rental properties that helped me make an important buy/sell decision last year. I had complicated issues with my taxable accounts, 401K, and trading accounts. He did my individual tax return and saved me some money by making me aware of costly withdrawal penalties to avoid when I had to withdraw money from my retirement accounts. Thank you Richard, I will contact again in the future.