Practice Areas 



When it comes to tax compliance and planning, our clients need more than just technical advice, they need no nonsense solutions implemented by experienced tax professionals and seasoned business veterans. Today's tax environment has never been more complicated or challenging. Our tax professionals work to navigate and simplify the tax code by providing clear and practical tax planning solutions as well as seamless tax compliance - in state, national and international jurisdictions.

Our clients benefit from proper planning, effective advice, and solutions that keep in mind integrity and long-term success.


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Our assurance professionals provide competent and independent validation of the financial results of your business - public or private. Our principles-based approach uses the proper methodology to efficiently plan an audit, obtain reasonable assurance and ultimately report on financial statements in accordance with your applicable financial reporting framework. US&Co. assurance professionals are competent in auditing both public and private companies - in both U.S. GAAP and IFRS.

We keep our clients and their audit committees actively informed of our findings and provide specialized insights throughout the engagement.

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Our forensic accounting group has extensive knowledge in accountancy services specializing in expert witness, litigation support to law firms, corporations, arbitrators and insurers, fraud examinations, implementation of controls related to fraud prevention, asset tracing and recovery services. We also prepare both business valuation and valuations for lost income. We have experience in preparing expert reports for use in large and highly dynamic litigation.

Our practice can also handle complex foreign corrupt practices act defense and implementation of preventative controls.

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Based on a foundation of taking our own risks, funding, and running our own companies for multiple generations, and having assisted companies doing the same over the last 25 years, we are uniquely positioned to bring real world experience to bear for you. We strive to help you assess and identify both threats and opportunities, and assist in your response and ongoing monitoring to develop success within a comprehensive risk management solution.

Our advisory group can provide powerful solutions to grow and protect your business: from entrepreneurship to mid-market enterprises.

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Our Tax

  • U.S. Tax Compliance
  • State Tax Compliance
  • Foreign Transaction Support
  • Tax Audit Representation
  • U.S. Estate Planning
  • Voluntary Disclosures
  • Transfer Pricing
  • FBAR/FATCA Compliance

Our Assurance Services

  • PCAOB Registered/SEC Audits
  • Global Assurance Services
  • Agreed Upon Procedures Engagements
  • Private Company Audits
  • 401K Audits
  • Compliance Audits

Our Forensic Services

  • Forensic Accounting
  • Fraud Examination and Prevention
  • Foreign Corrupt Practices Act Compliance
  • Business Valuations
  • Lost Income/Asset Valuations
  • Asset Tracing
  • Litigation Support
  • Expert Witness

Our Consulting Services

  • Mergers and Acquisitions
  • Immigration Consulting
  • Public Strategies
  • SEC Consulting
  • Risk Management
  • Business Strategy and Planning
  • Offshoring Strategies
  • Asset Protection Strategies