Big-Firm Expertise, Personal Service
I built my technical foundation at Plante Moran, Grant Thornton, and Dean Dorton, where accuracy, documentation quality, and technical consistency were non-negotiable. At Qorri Tax, you get that same standard without the big-firm handoff model. You work directly with me from scope through filing. That means fewer interpretation gaps, faster decisions, and cleaner execution when timelines are tight. For clients, this is the practical benefit: one accountable advisor who can explain both the technical rule and the real-world filing decision in plain language.
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Not Just International. Every Return.
International tax is a core specialty, but this is a full-service U.S. tax practice. I handle individual returns, small-business returns, and international reporting inside the same filing workflow. If you have a standard 1040, an S-Corp return, or a combined domestic and cross-border profile, the process is built to cover all of it. The point is to avoid fragmented advice where one preparer handles domestic filing and another handles foreign forms. You get one coordinated return strategy from start to finish.
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Accuracy That Protects You
Penalty-sensitive forms and cross-border disclosures require sequencing, not guesswork. My process is built around pre-filing risk review, documentation clarity, and return-level consistency checks so required forms align with the core return. This matters in areas like FBAR, FATCA, Forms 5471 and 5472, and other high-exposure filings where preventable errors can become expensive. The objective is simple: reduce avoidable risk, keep filings defensible, and make sure your return package is complete when it goes out.
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You Are Not a Number
At many firms, clients are moved between staff levels depending on workload. That is not how this practice runs. You get direct access to the person preparing your return, the same communication thread, and clear answers about scope, timing, and next steps. If something changes mid-engagement, decisions are made quickly because there is no internal handoff delay. This model works for both straightforward returns and complex filings because accountability stays with one advisor throughout the engagement.
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