Ana is one of our CPAs with a law degree. Her attention to detail drives planning for clients and saves them time and money. Ana works closely with law firm clients and their partners on their multi-state returns, a niche in which the The Tax Warriors® excel. She helps high-net-worth individuals understand key planning strategies to grow their wealth.
Matt enjoys getting involved with the details and nuance of each client for which he works. He knows that that the details matter and they influence decisions. Working with high-net-worth families and individuals, he focuses on complex, closely held businesses and their owners. Matt helps ensure that D&S is always adding value to the client experience.
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.
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.
Rachel is a very active listener. It’s a skill needed to guide families through often complex situations. As part of a team of trust and estate experts, she helps families decide the most tax-efficient financial strategies for the next generation. Her client base also includes private foundations and charitable organizations.
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.
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.
Tax strategies for individual real estate owners and partnerships is the space where Cecilia loves to work. The constantly changing laws challenge her to stay ahead of the curve and solve problems for clients. In addition to her varied tax work, she is an active part of the firm’s college recruiting team, visiting campuses throughout the Philadelphia area.
Andrew helps with tax planning for high-net-worth family groups and manufacturers. He relies on his knowledge of taxation of investments and real estate to develop actionable plans for clients throughout the region. Curiosity drives Andrew and he always asks the extra question to get to the right answer for clients, and few do it with more enthusiasm.
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.
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.
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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