Tax strategy that compounds. Valuations that hold up.
We help startups and established local businesses keep more, plan ahead, and know what they’re worth — from cross-border and expat filings to R&D credits, multi-state returns, 409A, and exit valuations.
- Led by a licensed CPA
- Proactive, year-round planning
- Fixed-scope pricing — no surprises
One firm for your taxes, your books, and what your business is worth.
Tax
Proactive planning and filing for founders, owners, and globally-mobile individuals — on either side of the border. Cross-border and international work is core for us, not a referral out: we take the position, file the foreign reporting, and handle the domestic credits and returns that come with it.
Bookkeeping
Clean books in QuickBooks Online, kept current by the same licensed CPA who files your return — so year-end is a hand-off, not a scramble.
See bookkeepingValuation
Defensible 409A valuations for option pricing, plus business, M&A, and succession valuations for when you’re raising, selling, or planning ahead.
A new firm led by a licensed CPA · a real person you’ll actually meet · plain-English advice, year-round.
Simple, fixed-scope, no surprises.
Free consultation
A 30-minute call. We learn your situation — including any foreign income, accounts, or moves — and flag the opportunities worth pursuing.
Clear plan & quote
A fixed-scope plan with transparent pricing — you’ll know exactly what to expect before any work begins.
We handle it
Filing, foreign reporting, valuation, and proactive advice throughout the year — not just in April.
Bespoke work, priced transparently.
Pricing is case-by-case because your situation is. Here’s the method, so there’s no mystery.
Scoped individually
Every engagement is quoted to your actual situation — no one-size pricing.
Fixed-scope quote
You get a clear, fixed quote before any work begins.
No hourly surprises
No open-ended meter running in the background. Ever.
A new firm, led by a licensed CPA.
We started Potomac to do advisory the way we always wanted to: a senior CPA doing the actual work, who explains the “why” in plain English. You work directly with Hazel Zhang, a licensed CPA with 10+ years behind her — including real cross-border experience — backed by a network of specialists.
We’re local, we’re small on purpose, and you’ll work with a real person you can call.
Meet Hazel
Honest about being new.
Client stories are coming.
We’re a new firm, so we won’t invent reviews. As engagements wrap, real client outcomes will appear here — named, specific, and verifiable. Until then, judge us by our work, our credentials, and a free first conversation.