Tax · Accounting · Advisory
Tax expertise for businesses and individuals with increasingly complex financial lives.
Alderbrook is a boutique tax and financial advisory firm for entrepreneurs, small businesses and internationally connected taxpayers — led by an IRS Enrolled Agent, in English, Portuguese and Spanish.
Four practices, one point of view
Tax, accounting, structure and financial strategy are the same conversation. We work across all four so no decision is made in isolation.
Expat focus
Living or earning across borders? This is our home turf.
U.S. citizens abroad, new U.S. residents and international entrepreneurs face a second layer of rules — worldwide income, foreign accounts, treaties and catch-up filing. We handle it every day, in your language.
Explore expat services- Foreign Tax Credit, FEIE, FBAR and FATCA reporting
- Residency, treaty positions and cross-border planning
- Catch-up filing and IRS representation
Who we work with
Different situations, one standard of care.
Entrepreneurs & small businesses
Owners who need clean books, a defensible structure and a tax plan that keeps up with growth.
Internationally connected taxpayers
U.S. citizens abroad, dual residents and people with foreign income, accounts or business interests.
Individuals with complex returns
Self-employment, investments, rentals, multiple states, equity compensation and cryptocurrency.
Taxpayers facing the IRS
Notices, back filings, balances due and representation handled by a federally licensed Enrolled Agent.
Why clients stay
Federally licensed representation
Enrolled Agent — the highest credential awarded by the IRS, with representation rights in all 50 states.
Genuinely international
Cross-border work is a specialty, not an afterthought. Advice in English, Portuguese and Spanish.
Planning, not just filing
Returns are the output. The value is in the decisions made during the year that shape them.
Clear and transparent
Scoped engagements, plain-language explanations and answers you can act on.
How we work together
A short path from complexity to a plan you can act on.
- 1
Consultation
A focused conversation about your situation, across time zones.
- 2
Review
We examine your filings, books, structure and goals in detail.
- 3
Plan
You receive a written roadmap with priorities, deadlines and costs.
- 4
Ongoing support
Year-round guidance so nothing surfaces as a surprise in April.
or email us directly: Raquel.fernandes@alderbrooktax.com
Need help running your back office?
Administrative support, business operations, billing, payroll administration and systems — handled by our sister firm.
Visit ONI Consulting