Tax strategy that compounds. Valuations that hold up.
We help startups and established local businesses keep more of what they earn, plan ahead, and know what the company is worth. The work runs from business and individual returns to R&D credits, multi-state filings, and ASC 740 provisions, with cross-border and expat filings woven in, plus 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 and business owners: federal and state returns, multi-state nexus, entity and equity strategy, and the provisions and planning that go with them. Cross-border work — expat filings, treaties, foreign reporting — is woven through, handled in-house rather than referred out.
Your 1120, 1120-S, or 1065 and the state returns that go with it.
Relevant if you run a C corp, S corp, or partnership.
Filing correctly when you owe tax in more than one state.
Relevant if you work, sell, or have a presence across several states.
The ASC 740 income-tax provision your auditors expect at close.
Relevant if you carry a financial-statement audit or review.
A licensed CPA who can act as your power of attorney before the IRS.
Relevant if you’re facing a notice, an audit, or a balance due.
Choosing the company and equity structure that fits your taxes.
Relevant if you’re starting, restructuring, or raising for a business.
Tax credits for the money you spend on qualifying research.
Relevant if your team builds or improves products, software, or processes.
The U.S. information returns required when you hold foreign companies, partnerships, or assets.
Relevant if you own or control a business or entity outside the U.S.
U.S. tax for people and income that move across borders.
Relevant if you earn, live, or invest in more than one country.
Reporting your foreign accounts and assets to U.S. authorities.
Relevant if your overseas accounts add up to more than $10,000.
Crediting the income tax you already paid abroad against your U.S. tax.
Relevant if you pay foreign tax on wages, investments, or business profit.
Bookkeeping
Clean books in QuickBooks Online, kept current by the same licensed CPA who files your return, so year-end is a hand-off rather than 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, with 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, with names and specifics you can verify. Until then, judge us by our work, our credentials, and a first conversation that costs nothing.