OG Tax and Accounting Group

Key service lines

• Tax services for businesses and individuals (planning, strategy, compliance, and preparation)
• Accounting and bookkeeping services
• Consulting services on financial, tax, and accounting matters
• Controller and CFO services to support financial operations and strategy

Who we work with

We work with a wide range of clients, from owners and freelancers to established businesses and organizations across multiple industries.

Client-centric approach

• Focus on long-term relationships built on trust, transparency, and professionalism
• Emphasis on responsive communication and tailored solutions
• Dedicated to helping clients achieve their financial goals and navigate complex tax and financial issues.

1. Bookkeeping excellence – precise and reliable bookkeeping for owners, freelancers, internal bookkeepers, and finance and accounting teams, customized to each business.
2. Controller services – strategic oversight of internal processes to support accurate reporting and decision-making.
3. CFO expertise – integration of effective financial strategies into short- and long-term business plans.
4. Thorough and timely execution – emphasis on accurate, thorough, and timely handling of financial management fundamentals.
5. Communication and partnership – transparent communication and collaborative relationships designed to improve clients' overall quality of life.

Why clients choose these services

• Cross-industry experience, allowing the team to address industry-specific needs
• Responsive, client-centric support
• Focus on strategic decision-making in addition to compliance

How these services are delivered

Services are tailored to each client's needs, ranging from support for routine bookkeeping to higher-level controller and CFO engagements.

OG Tax and Accounting Group provides expert consulting services for individuals and businesses on a broad range of financial, tax, and accounting issues.

Areas of focus

• Cross-border tax strategy, including entity structuring and planning
• International tax planning, reporting, and compliance
• Family office advisory
• Foreign nationals investing in the U.S.
• Global mobility and residency planning for U.S. persons and citizens
• Pre-immigration tax planning
• Fund and investor tax reporting for foreign investments and entities

How consulting engagements work

• Support for both one-time transactions and ongoing planning scenarios
• Tailored advice based on each client's goals, structure, and fact pattern
• Strategic guidance on business structures and long-term planning

What clients can expect

• A client-centric approach aligned with each client's priorities
• Access to experienced professionals familiar with complex cross-border and international tax issues
• Holistic advice that considers the broader financial and tax landscape

For consulting specific to your circumstances, clients should contact the firm directly to discuss their situation and engagement terms.

OG Tax and Accounting Group assists businesses, individuals, and organizations with tax planning, strategy, compliance, and preparation.

Types of clients

• Individuals with personal tax needs
• Business owners and companies across different industries
• Organizations seeking ongoing tax support

How the firm approaches tax work

• Comprehensive review of each client's tax situation
• Focus on planning and strategy as well as filing
• Support with compliance and required reporting

Important notes

• Specific tax deadlines, required documents, and filing processes vary by client and jurisdiction.
• Clients should contact the firm directly for guidance tailored to their situation.
• The firm does not publish pricing or guarantees for tax outcomes on its website; fees and engagement terms are discussed directly with clients.

• Oleg Gorshkov, CPA – Senior Managing Partner
• Mahdiyeh Hezarkhani – Managing Partner
• David Macklin, CPA – Partner
• Keith Bebick, CPA – Senior Tax Director
• Boris Gul, CPA, CFP®, CMA, CSCA – Tax Director
• Tram Burfeindt, CPA – Tax Director
• Lucya Gorshkov, CPP – Controller

Professional team

The leadership is supported by a larger team that includes:

• Tax directors, managers, senior tax accountants, and tax accountants
• Financial accountants and an accounting manager
• A tax administrator and office manager
• An office mascot, reflecting the firm's inclusive and team-oriented culture

Team members bring diverse backgrounds and skills, and they collaborate closely to deliver client-centric service, technical expertise, and responsive support.

For the most current list of team members and roles, please refer to the team page on the firm's website.

Ask anyway — the agent will say plainly that it is not published rather than guess.