Who We Serve

We primarily serve middle-market businesses with the following profiles:

US businesses operating within the United States
US businesses with investments or operations outside of the United States
Foreign businesses with investments or operations in the United States
Businesses engaging in cross-border transactions between the United States and another country, whether with a business or an individual

We work with private equity and venture capital funds, portfolio companies, private companies, and family offices.

We are dedicated to meeting businesses where they are in their tax journey. Whether there is an in-house tax professional or a management team handling tax matters on their own, our goal is to provide the expertise and support you need.

Our main contacts often include the CFO, Controller, VP of Finance, Head of Business Development, VP of Partnerships or, where there is an in-house tax person, the VP of Tax, Tax Director, or Tax Manager, where applicable.

Watch our "Come Into the Light" video below. It is a 1:56 minute clip where we articulate our why.