We started Potomac to do advisory the way we always wanted to: a senior CPA doing the actual work and explaining the “why” in plain English, for clients on either side of a border.
So we built a firm where senior tax work is the standard, not the exception — core U.S. business and individual tax done proactively, with cross-border handled in-house rather than referred out. We’ve spent years across domestic and international tax: business and individual returns, multi-state, R&D credits, and QSBS, alongside the expat returns, treaty positions, and foreign reporting that fewer firms will touch.
Potomac is small on purpose. When you call, you reach a licensed CPA who actually knows your file, not a queue. We explain the trade-offs in plain English, quote a fixed scope before we start, and plan year-round instead of scrambling every April.
We’re local, we’re senior, and we’re happy to be judged by our credentials and a first conversation that costs you nothing.
You work directly with Hazel Zhang, a licensed CPA, not a junior learning on your file. When an engagement calls for specialized or extra hands, she draws on a vetted network of specialists, described below by the work they do.
Leads the firm’s tax practice — business, individual, and cross-border — with years across domestic and international tax, from ASC 740 provisions and multi-state compliance to expatriation and treaty positions.
LinkedInNo hand-off to juniors. The CPA you meet is the one on your file.
We explain the position and the trade-off, especially when two countries are involved.
Proactive planning and quarterly check-ins, so nothing is a surprise at filing time.
A clear quote before any work begins, and no hourly meter running in the background.
Hazel Zhang holds an active CPA license, current and in good standing. We list a credential only once the firm holds it; you won’t find aspirational memberships here.
Everything you share with us, domestic or foreign, is treated as confidential and used only to advise and file on your behalf. We’ll never sell your data, and we’ll always tell you before involving anyone outside the firm on your tax or valuation matter. Read our privacy notice.
One licensed CPA handles your tax, your books, and your valuations from start to finish — domestic, cross-border, or both. Tell us what you need and we’ll reply within one business day.
