We are an accounting firm in addition to being a financial planning or investment management firm. We think that precisely and comprehensively applying tax strategy is a crucial component of financial success. By processing our clients' tax returns, we can maximise our tax planning.
Our skilled CPAs are able to contribute significantly to the financial planning process and directly design the strategic activities we take with our clients' investment portfolios.
When we look at tax strategy, we are evaluating it over the rest of our clients’ lives.
Our firm is unique in the fact that our team works together to avoid surprises when tax season approaches.
Choosing the appropriate tax elections, bookkeeping & accounting, payroll (in some situations), and coordinating tax benefits deals are all things we do with our business owner clients.
Tax planning for investments is an essential aspect of managing one's finances and maximizing returns.
We are licensed for Investment Management, Financial Consultation and Financial Analysis, Financial Advisor, Promotion and Listing advisor by Securities & Commodities Authority, UAE.
Our aim is to deliver great value to our clients and stakeholders while upholding a firm foundation of corporate ethics. We strive to be the go-to source for a full range of high-quality financial solutions for the destination of capital from and to the MENA area
We follow a team approach where our clients are a client of the firm, as opposed to just one particular advisor. We feel that by harnessing the power of the expertise of every member of our team, we can deliver better advice than firms that just assign you to one particular person.
In working with you, we are held to a fiduciary standard ensuring that our recommendations are always delivered with your best interests in mind. We provide services on a fee-only basis, which we believe removes the conflict of interest inherent in selling investment products for commission.