Cross-border tax The firm specializes in US international tax and cross-border planning, suggesting opportunities to upsell integrated global tax solutions for individuals, expatriates, foreign entities, and high net worth clients expanding or relocating to the US or other jurisdictions.

Post merger Merged with AbitOs, CPAs and Advisors as of January 2022, which may broaden service capabilities, client network, and geographic reach, presenting a chance to cross-sell combined services and leverage expanded credentials.

Compliance readiness Significant focus on US tax compliance forms, FBAR, Streamlined procedures, and IRS voluntary disclosures indicates opportunities to offer ongoing compliance monitoring, remittance planning, and remediation services for individuals and businesses with foreign connections.

Planning services Extensive offerings in estate, trust, and nonresident alien relocation tax planning, including pre-move planning for Canadians and former citizens, revealing potential for advisory packages around immigration-related tax planning and cross-border estate strategies.

Tech and reach Utilizes common cloud and marketing tech stacks (Microsoft 365, Google services, analytics, CRM tools) which can be leveraged to enhance digital discovery, client onboarding, and scalable service delivery for international tax clients seeking remote engagements.