Fernando focuses his practice on assisting clients in international tax planning and related international matters. He advises U.S. individuals and companies with operations abroad as well as foreign individuals and companies with operations in the U.S. Fernando’s practice has a particular emphasis with Mexico and U.S./Mexican tax matters and includes advising on U.S. tax compliance and information reporting requirements and assisting high-net-worth foreign individuals in creating pre-immigration tax plans and planning for their investments.

Wendy is a public accountant focused on helping clients minimize their tax liability. Her public accounting experience includes audits, compilation of financial statements, preparing yearly reviews, preparing federal and multi-state tax returns, tax planning, payroll and sales tax audits, to name a few. Her clientele is composed of a variety of local and international clients in the areas of manufacturing, construction and hospitality. 

Charlie has in-depth experience advising high-net worth individuals, family offices and cross-border businesses on a wide range of complex tax issues. His depth of experience enables him to serve as a trusted advisor to his clients, going beyond individual matters ro help clients see the whole picture for their continued success.