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The Advice Team

csm-founder

Doug Brown CPA

Doug Brown provides tax and CPA services to our US national clients.

Doug has been a Certified Public Accountant for 25 years and is an expert in the field of US expatriate tax.

Doug happily looks after expat clients that require the filing of tax returns in addition to providing representation when dealing with the IRS.

As Doug explains “When the IRS is seeking monies that may not actually be due we sort through the facts and work directly with the IRS on the clients behalf to resolve the tax issues.

If clients have received a tax notice or been under audit by the IRS, we can also provide help to resolve those issues.

If tax returns have not been filed for single or multiple years, once again we can help file those for clients”

If Dougs’ services could be of benefit to you please either contact us or use the button provided

What to expect from us

Having completed our "Client Review" document we analyse the information provided.

Based upon your input, we design a personalised 'financial roadmap' - this may be specific to key areas of your choosing (insurances - pensions - investments) or may be a holistic plan that takes account of all of your financial planning objectives.

If there are pitfalls that exist in your current circumstances we will alert you to them.

We also highlight any opportunities that may be worthy of consideration in your particular circumstances when designing your financial planning strategies.

A financial planning relationship is no different to any other professional relationship - it requires two-way communications.

Together, and on a regular basis, we review the progress of your various plans and discuss any amendments or adjustments that may be necessary taking into account any changed personal circumstances, market events, taxation and risk tolerance issues.

Throughout the entire process, and continually whilst your objectives are being sought, we remain at hand to support and guide you.

Clients are offered a choice of either fee or commission based models - further details will be provided upon request or during the initial advice process.

Do you want your financial goals to become reality?