Personal Needs

When a border is involved, the complexity of your financial and tax obligations increases considerably. This adds importance to planning ahead and developing comprehensive strategies that achieve your short- and long-term financial goals.

Our approach focuses on the client’s needs and our breadth of experience in accounting and tax all add up to peace of mind and the confidence it takes to secure your future.

At HerrickGlobal, we can give you peace of mind that comes with knowing you won't face the unknown alone. Our highly trained advisors can handle all your tax filing needs quickly and efficiently.

To arrange a consultation with one of our advisors, please complete the form below or call Cindy at 802-864-4514.

  

We serve: 

  • Individuals
  • Estates and Trusts of all types
  • Foundations and Non-Profit organizations
  • Partnerships, LLCs, and LLPs
  • Corporations and business people

We can help with:

Planning

  • Personal financial and tax planning
  • Small business planning
  • Retirement planning
  • Charitable giving and planning
  • Estate and Trust planning

 

Taxation

  • U.S. federal taxes
  • U.S. state taxes
  • Canadian federal and provincial taxes
  • U.S. non-resident tax issues
  • International and expatriate tax matters
  • Voluntary Disclosure program

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