Cross-Border Tax & Wealth Planning for Global Families
Fortune and Beyond provides a wide range of CPA and wealth management services for individuals, small and medium sized businesses, and nonprofits. Located in Gaithersburg, MD, we are accessible to Baltimore, Washington, D.C., and Northern Virginia for in-person meetings, as well as servicing clients from anywhere in the world.
CPA & CFP® Led | Cross-Border Tax Specialists | In Person in MD · DC · VA, Virtual Worldwide
"Great things in business are never done by one person; they're done by a team of people."
Steve Jobs
Fortune and Beyond invites similar-minded entrepreneurs to join us in building your future. From your nascent idea, we will help incorporate your business with the state. We will provide the payroll, bookkeeping, and accounting services, so that you can concentrate on growing your business. Our consultation services are always available when you are unsure how to navigate today's fast-changing economy.
Fortune and Beyond is your partner in reaching your specific financial goals.
Tax Planning & Compliance
• Individual Tax Returns
• Business Tax Returns
• Partnership & S Corporation Tax Services
• Multi-State Tax Matters
• Tax Planning for Business Owners
Wealth & Legacy Planning
• Retirement Planning
• Estate and Gift Tax Planning
• Family Wealth Transfer Strategies
• Business Succession Planning
• Family Financial Education
International Tax Services
• Foreign Asset Reporting (FBAR, Form 8938)
• Forms 5471, 8865 & 3520 Filings
• Inbound and Outbound Tax Planning
• Cross-Border Family Tax Strategies
Advisory Services
• Tax Consulting
• Business Structure Optimization
• Family Office Coordination
• Tax-Efficient Wealth Strategies