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Level of Service. Clients are assured that the
most important thing for us is fostering their best
interests. From this attitude flows our delivery of
services—fast, efficiently and always aligned with the
client’s needs.
Attention to Detail. We know that it is the details
that make the difference. And we know that details require
attention and consistency.
Technical Know-How. There are a number of fields in
which we are recognized leaders. These include: tax
compliance, civil and criminal tax fraud, US withholding
tax, international taxation of trusts, the rules governing
international charities, and estate planning for complex
estates. Experience. There are few issues falling
in our areas of practice that we have not dealt with,
successfully, on more than one occasion.
Client Confidentiality. Moore & Bruce, LLP is subject
to the professional rules of the District of Columbia. These
rules rank with the strongest in the world for protecting
client confidences.
Conveying Answers. It does no good to have mastered a
complicated subject if you cannot convey it to the client
and, in doing so, insure that the client is in a position to
act effectively.
Little Touches. As odd as it may seem, clients
frequently compliment us most for the “little touches”.
Examples include: Our “Control Sheets” to capture all the
pertinent information about an entity, be it a trust or
corporation or partnership, so the client does not have to
crawl through a thick file to unearth facts. Our “Diagrams”
to illustrate structures. Our “Road Maps” to summarize
complex agreements, trusts, estate plans, etc. Archiving
electronically important documents for the client and making
them easily retrievable.
Estate Plans. In connection with an estate plan,
which may include wills, trusts, family partnerships,
charitable contributions, and a gift giving program, a
simple document that spells out for the surviving spouse,
for example, where everything is, what the estate plan is,
how it works, what’s important, who he or she can call, and
the decedent’s thoughts on all manner of subjects: In short,
“What Happens If The Plane Goes Down” . We also offer to
call the client once a year just to touch base and let him
or her know what changes in the law have been made or are
“in the wind”. The client can use this opportunity to
discuss whatever is on his or her mind.
Charging For Services. Unlike most firms, we are
willing where feasible to quote flat fees. We can also
tailor our billing practices to suit the client.
Familiarity with US IRS Compliance Practices. We
discover, under Freedom of Information provisions, read and
digest all IRS training materials in the areas of US
international tax, including taxation of foreign trusts. If
you know what is taught to the examiners, you enjoy a
significant advantage.
Worldwide Tax Developments. We monitor tax
developments in all the major jurisdictions on a daily
basis.
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