Leon is a certified public accountant specializing in all aspects of international business and tax planning for businesses with operations in multiple countries and US citizens resident abroad. His extensive international experience with manufacturers, professional services firms and real estate businesses includes structuring global acquisitions/divestitures, analyzing income tax treaty benefits, assisting with transfer pricing documentation and managing multi-state tax issues and compliance services. In addition, Leon provides personal tax planning and compliance services for the owners and employees of international entities.

With more than 20 years experience, he is frequently called upon to speak for professional organizations and has authored articles on various tax-related topics.

Stuart is a US lawyer who has spent his career specializing in international tax issues. He has worked for the Department of Justice, the SEC, and he opened the London law office for a US law firm (and he remains of Counsel for a successor firm). Stuart’s client base includes banks, multinational companies and privately held businesses operating in the United States. As an expatriate himself, Stuart fully understands the US and many foreign tax issues associated with living abroad. In addition, he assists US citizens living in the UK and Europe to minimize their overall worldwide tax liability, including in one instance, successfully bringing a refund suit in the United States Court of Federal Claims to obtain a foreign tax credit for a US citizen resident in France.

Stuart is also the founder of The Anglo-American Charitable Foundation Ltd, a charity registered in both the US and UK that facilitates Americans living in the UK to make charitable contributions that qualify for favourable tax treatment in both jurisdictions. A dual citizen of the US and the UK, Stuart has lived in Europe for over 15 years.

Michele has over 15 years of business experience in accounting, bookkeeping and Office Management.  Michele currently is responsible for maintaining several of the firm’s international tax clients’ books and records in Quickbooks where on a quarterly basis she prepares internal financial statements, bank reconciliations and other required spreadsheet analysis tailored to suit each client’s business needs.  Michele is also the firm’s CWA specialist and is responsible for the daily operations of the Firm’s US office. Prior to joining the firm Michele worked in the accounting departments of two large multi-national companies.

Patty is an Information Technology Professional with over 25 years of experience in systems analysis, project management and relationship management. Patty received both her undergraduate Computer Science Degree and her MBA from Rutgers University. Patty’s experience includes 20+ years with a Fortune 500 Consumer Packaged Goods Company where she managed software projects for finance, legal, marketing, research & development and sales functions. She brings to our firm knowledge of budget management, financial analysis and the ability to work seamlessly across business functions. Patty manages US compliance services for individuals residing both in the US and abroad.

Sarah is an accountant who trained with a Big Four firm where she worked for six years out of the St Albans and London Offices. Sarah specialized in audit and worked with numerous clients in both the private and public sectors. Her clients were from a broad range of fields including health, education, government agencies, retail and manufacturing. Most recently Sarah has been working as the treasurer for a local not-for-profit organization where her role includes bookkeeping, payroll, cashflow forecasting and preparation of internal financial statements.

Mary is an accountant with over 20 years of experience in accounting, audit and tax. She has worked both in public accounting and private industry. Mary’s experience includes several years at a Big Four Accounting firm where she served as an Audit Manager and oversaw jobs in the manufacturing, healthcare and public utility fields. Working for a smaller accounting firm, Mary performed bookkeeping services, prepared financial statements and tax returns. She brings to our firm knowledge as an account manager in manufacturing and real estate in the private sector. Mary annually prepares a multitude of income tax returns for individuals residing both in the US and abroad.

Josh graduated from Bob Jones University with a Bachelor’s degree in Financial Management and earned his Master’s degree in Taxation from Villanova University. Over the past ten years he has worked in a local firm as well as one of the top-fifteen ranked accounting and advisory firms in the nation. His experience includes a broad range of tax preparation and planning services, specializing in high net worth individuals, which also includes trusts, non-profits and entities in various sectors such as real estate, investment and technology. He also serves as assistant treasurer for a local non-profit organization.

Mary Ellen graduated from Robert Morris University with a Bachelor of Science degree in Mass Communications. Prior to joining our firm she worked for 10+ years in an academic environment as an administrative assistant to software engineers and research development teams under contract with the Department of Defense. Mary Ellen brings to our team her talents in organization, planning, and scheduling. She currently ensures that our client databases are in order and client needs are being met in timely fashion. She is responsible for updating our company website and developing future marketing plans.

Debbie is an accomplished accountant with over 15 years of experience. She has worked for several mid-size public accounting firms where she prepared and managed the monthly, quarterly and year-end financial reporting, payroll, and tax return compliance for a multitude of small to mid-sized businesses. Her tax experience includes preparation of individual, partnership, corporate and non-profit tax returns. Over the past several years Debbie has served as treasurer for multiple local non-profit organizations.

Brandy has a Bachelor’s degree in Finance from Temple University and graduated with her MBA from University of Phoenix in 2006. Her background includes Commercial Asset & Property Management in the private real estate sector as well as ten plus years of experience in Corporate Administration. Working for a global Real Estate firm Brandy performed research and analysis for investor statements focusing on the investor’s ROI and prepared investor executive summaries for accounting and building operations. Brandy is one of our client and real estate liaisons.