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 and explaining the “why” in plain English — for clients on either side of a border.

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We kept meeting founders and families who’d been told their cross-border situation was “too complicated” — and handed off, marked up, or quietly ignored.

So we built a firm where that work is the core competency, not the exception. We’ve spent years on international and domestic tax — handling expat returns, treaty positions, and foreign reporting alongside the everyday R&D credits, QSBS, and multi-state filings that founders and owners need.

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.

Led by a licensed CPA, backed by a network.

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.

Hazel Zhang

Managing director · Cross-border tax

Licensed CPA10+ yrs

Leads the firm’s international practice — expatriation, treaty positions, and inbound/outbound structuring — with years of international and domestic tax experience.

The way we always wanted advisory done.

A senior CPA does the work

No hand-off to juniors. The CPA you meet is the one on your file.

Plain English, always

We explain the position and the trade-off — especially when two countries are involved.

Year-round, not just April

Proactive planning and quarterly check-ins, so nothing is a surprise at filing time.

Fixed scope, no surprises

A clear quote before any work begins, and no hourly meter running in the background.

Licensed, and current.

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.

Your information stays confidential.

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.