Joseph is an Enrolled Agent with a passion for thinking strategically. He helps expatriates with compliance, helps business owners align business goals and expansions with supporting tax strategies, and represents clients before taxing authorities. A versatile advisor and thoughtful listener, Joseph enjoys watching clients grow and become more tax-savvy.
Stephanie left a larger general accounting firm to broaden and deepen her expertise in the specialty of tax. This year, she worked closely with a D&S shareholder giving advice on the taxation of foreign-owned property acquired as part of an estate of a foreign relative. Stephanie shines on matters of partnerships and real estate entities. And, as a product of a successful family business, she understands its unique dynamics.
One of several attorneys on staff, Nastassja adds value by helping clients with international compliance. She has expertise in offshore voluntary disclosure programs and initiatives and works with families on their estate and business planning. Nastassja is driven by understanding the facts of each client’s situation so she can give the most informed advice.
Helen helps clients sustain and grow their wealth by striving for efficiencies in planning. She works with high-net-worth families and international clients on compliance and enjoys working on trusts, ensuring the successful transfer of wealth from one generation to the next. Helen is one of several multi-lingual Tax Warriors® who use this asset to help us across the globe.
Leading the firm’s human resource efforts, Helena ensures the benefits for employees are in line with best practices in the industry and The Tax Warriors® have all the skills and tools needed to deliver superior client service. She works with the firm’s Fun Committee to uphold the signature work/fun balance of the D&S culture.
What worked for your parents is not always the best strategy to meet your individual goals. Whether you want to focus on environmental issues or build your own unique brand, our coaching helps you manage your wealth with a strategic partner.
As you start your business, we help you protect your wealth and make smart tax decisions.
Receive guidance on prenuptial agreements, your new tax bracket and wealth management planning.
We help you educate your children so they’re prepared to receive their trust.
With coaching for you and your children, we help your children take over your business.
Let us guide you through the steps to secure your wealth for retirement.
Provide a bright and stable future for your family with estate planning.
Think "we" not "me;" We are better together; Collaborate; Motivate; Mentor
Keep learning; Think big (CPA, MST, PFS, JD, LLM); Fail forward; Drive high performance; Add value; Think beyond the engagement; Help clients sustain wealth; Challenge; Strive for efficiency
Assume positive intent; Celebrate success; Have fun; Always do the right thing
Actively listen; Detail and nuance matter; Understand the facts, they influence decisions
For each other, the firm, our clients, our client's advisors; Be agile; Be bold; Think strategically; Innovate; Be the expert