Selective, so we can be thorough.

We keep the client list deliberately short. That is what makes senior attention on every file possible.

A strong fit

Clients we serve best.

U.S. citizens and green card holders living in Israel, and families filing across generations
Business owners with U.S. or Israeli entities, or both
Families with trusts, complex investments, and multi-country reporting
High-income professionals with planning decisions ahead of them
Clients with an Israeli CPA who want the two sides coordinated properly
People who value careful work, clear communication, and a long-term relationship

Honest fit

When we are not the right choice.

We are not the lowest-cost preparer, and we are not trying to be. If you are looking for the cheapest possible return, a rushed filing from incomplete documents, or quick answers to questions that deserve real analysis, we will not serve you well, and we would rather say so at the start.

For clients who fit, the relationship tends to last for many years and to grow beyond the annual return into planning, structure, and the family's wider picture.

Begin with a conversation.

Tell us about your situation. We will let you know honestly whether we are the right fit, and what the right next step is.

Request a consultation