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.
Joseph is an Enrolled Agent with a passion for thinking strategically. He assists 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. He is fluent in French and Arabic.
Steve is a shareholder at D&S and offers tax compliance services and tax planning for individuals and closely held businesses. He frequently works with clients in the real estate industry, the medical field and in the legal profession, including both law firms and individual attorneys. Steve is also among the firm’s go-to advisors in state and local taxation and QOZ issues.
Chris grasps complex issues faster than some much more seasoned advisors. He’s able to sift through the noise and understand the facts of a situation. Chris is adept at real estate matters from the sides of the developer, owner and investor. Pass-through entity taxation and QOZ issues are areas in which he has become a leader in the firm.
Joe is quiet, but don’t mistake that for a lack of passion. He loves his Philadelphia sports teams and complex tax work. You’ll find Joe training associates, presenting to groups around the city and lending his expertise to some of the most complex clients at D&S. He has an affinity for real estate partnerships, other pass-through entities, closely held businesses and high-net-worth individuals.
Rachel assists high-net-worth family groups with individual tax and financial planning, trust and estate taxation issues, family succession planning, and private foundation compliance and consulting. She uses a holistic approach to tax and wealth planning to ensure all aspects and needs of the client’s family are considered.
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