Evolution Tax and Legal is a premier boutique firm offering integrated approach to tax and legal services through its unique dual-licensed professionals who are both tax attorneys and certified public accountants. Specializing in cross-border and domestic matters, the firm stands out by combining elite Big 4 and Big Law expertise with the personalized service of a smaller practice, providing comprehensive solutions for individuals and businesses navigating complex financial landscapes.
The firm is dedicated to tax-smart wealth planning, integrity, and custom execution, helping clients minimize liabilities and protect assets. It serves a diverse clientele including expatriates, international business operators, corporations, and families seeking sophisticated trust and estate planning. With a strong foundation in both law and accounting, Evolution Tax and Legal delivers strategic guidance tailored to each client’s specific cross-border or domestic needs.
Services Offered
- Tax Preparation & Compliance (Individual, Corporate, International)
- Tax Planning
- Tax Audits
- International Tax Services
- Expatriate Tax Services
- FBAR Reporting
- FATCA Compliance
- Real Estate Tax
- Business Purchase & Sale
- Capital Gains & Mitigation
- Mergers & Acquisitions
- Organizational Structuring
- Entity Formation & Dissolution
- Succession Planning
- Estate Planning
- Trusts & Trust Administration
- Wills
- Probate
- Business Law
- Tax Consultation
The firm serves clients across multiple countries including the United States, Australia, China, France, Germany, Italy, Japan, Mexico, and the Philippines, leveraging its international expertise to address both local and global tax and legal challenges.
