I work with Americans who want clear, reliable support with their U.S. tax obligations: whether they are living abroad, moving between countries, or based in the United States with more complex financial situations.
I am a Certified Public Accountant (CPA) with formal training in accounting and U.S. tax compliance, and my work focuses on U.S. federal and state tax compliance for individuals and businesses, including those with cross-border considerations. I take a structured, compliance-first approach, emphasizing clarity, transparency, and thoughtful execution over speed or shortcuts. Clients who tend to be a good fit value professionalism, clear communication, and a calm, steady process for navigating complex tax requirements.
Blue Haven Advisory is a boutique firm specializing in U.S. tax compliance for individuals and businesses with cross-border needs.
The firm provides U.S. federal income tax preparation, state income and franchise tax filing, offshore compliance support (including FBAR and FATCA reporting), and bookkeeping services offered on an hourly or flat-fee basis following consultation.
Blue Haven is built around the belief that clarity and trust matter as much as technical accuracy. The firm takes a measured, compliance-first approach, prioritizing clear communication, well-defined scope, and thoughtful execution over volume or speed.
Languages Spoken
- English
Client Focus
- US Expat Moving Abroad
- US Expat Living Abroad
- Non US Persons Leaving the US with US Based Assets
Expert Services Offered
- Cross Border Individual Tax Planning
- US Tax Prep
Compensation Model
- Fee Only
- Flat Fee
- Hourly Rate