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Meet with us

Choose the appointment that best fits your needs.

Tax Preparation & Year-Round Planning

Brett Boyd

For individuals, families, and business owners seeking tax preparation and ongoing planning. 

Complex individual tax returns
Business tax returns
High net worth tax planning
Trust, estate & gift tax services

Cross Border Tax & Advisory

Ricky Shoker

For individuals & businesses with cross border/international tax matters. 


For guidance on a specific question or situation, please select consult. 

Foreign income, accounts & investments
Living abroad or moving to the U.S.
International business interests
Specific tax planning or compliance questions
Not sure who to book with?

Contact us & we'll help you get connected with right person! 

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