TAKE TAX PLANNING OFF YOUR PLATE
In today’s complex financial landscape, you have two choices: Master your strategy or lose your edge. We’re here to provide proactive tax consulting and compliance + personalized financial guidance for individuals and businesses ready to optimize, grow, and secure their future.
WHO WE SERVE
Our advisory and tax return preparation service supports US expatriates, foreign nationals, cross-border businesses, and discerning global families positioning finances across borders.
HNW Professionals
We partner with high-net-worth investors - including professionals gaining wealth and established households - on all things tax planning and reduction strategies.
Founders + Small Business
Navigate the complexities of business ownership through a tax lens from entity and retirement design to sophisticated matters like QSBS planning and AMT optimization.
CBTG's expertise extends into so many different "buckets," enabling us to build a total family plan strategy in true partnership with a new financial advisor.
Kyle D.
Dad, husband, Coach & Connector
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My wife and I now feel completely clear on where we are headed. We feel supported to navigate any potential risks and eager to capitalize on the upsides. It’s rare to find a team that makes you feel both professionally secure and personally cared for.