Individual Financial Services

For almost 40 years, individuals and families throughout Vermont, the U.S, and across 32 countries hire us as their financial advisors, CPAs and tax planners. We help you plan for and manage your tax and financial obligations, so you can focus on what matters most to you.

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.

That is the why behind our service at HerrickGlobal. We advise individuals and families on effective tax planning, wealth transfer strategies and other sophisticated financial transactions. Our objective is to minimize your tax payments, preserve wealth and achieve your long-term goals. We are not only tax preparers, we are advisors.

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 will not face the unknown alone. Our highly trained advisors can handle all of your tax filing needs quickly and efficiently. Schedule an appointment today - we look forward to meeting you!

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:


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



  • 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