Level of Service. Clients are assured that, above all else, we are interested in fostering their best interests. From this attitude flows our delivery of services—fast, efficient and always responsive to their needs.

Technical Know-How. There are a number of fields in which we are recognized leaders. These include: tax compliance, civil and criminal tax fraud, U.S. withholding tax, international taxation of trusts, the rules governing international charities, and estate planning for complex estates.

Attention to Detail. We know that it is the details that make the difference. And we know that details require attention and consistency.

Experience. There are few issues falling in our areas of practice that we have not dealt with, successfully, on many occasions.

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 information about it and, in doing so, insure that the client is put in a position to act effectively.

Little Touches.  Clients frequently compliment us for “little touches”.  Examples include: Our “Control Sheets” that capture all the pertinent information about an entity, be it a trust or a corporation or a partnership, in order that the client can avoid crawling 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, simple documents that spell 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 perhaps 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 to touch base and let the client know what changes in the law have been made or are “in the wind.” The client can use this opportunity to discuss whatever comes to mind.

Charging For Services. We normally charge on an hourly basis.  Unlike most firms, however, we are willing, where feasible, to quote flat fees. We can also tailor our billing practices in a number of ways to suit the client.

Familiarity with U.S. Internal Revenue Service Compliance Practices. We discover, under Freedom of Information provisions, read and digest all IRS training materials in the areas of U.S. international tax, including taxation of foreign trusts.

Worldwide Tax Developments. We monitor tax developments in all the major jurisdictions on a daily basis.