U S Tax & Financial Services Ltd

USTAXFS is a fiercely independent firm, dedicated to providing superior tax advice, compliance, and planning services for individuals, funds, trusts, and corporations navigating the intricacies of the US tax system. Established over 35 years ago, we have grown to encompass offices in London, Zurich, Geneva, and the Nordics, reflecting our commitment to serving a global clientele with US tax complexities.

At USTAXFS, we believe that our success stems from our unique blend of specialist expertise and a deeply ingrained culture of empowering our professional staff. Our teams consist of US and US/UK qualified tax accountants and attorneys, meticulously selected for their in-depth knowledge and commitment to excellence. This allows us to deliver consistently high-quality, compliant filing and planning decisions, carefully tailored to ensure they meet your unique needs and goals.

We understand that the US tax system can be daunting, especially for individuals and entities with international connections. That's why we go beyond simply processing tax returns; we strive to become your trusted advisor, providing comprehensive support and guidance throughout your financial journey. We pride ourselves on building long-term relationships with our clients, based on transparency, trust, and a shared commitment to achieving your financial objectives.

Private Client & Individual US and UK Tax Services

Our Private Client Group is comprised of experienced professionals dedicated to providing seamless US and UK tax services. We understand the complexities of US tax requirements for individuals with international ties, and we are committed to ensuring compliance while optimizing your overall tax position.

This includes comprehensive assistance with US tax advisory and compliance, specializing in cross-border tax planning. Our expertise covers all aspects, from annual income tax returns and informational returns to navigating the intricacies of US/UK cross-border taxation.

Furthermore, our membership in the GGI Global network allows us to leverage the expertise of professional tax and legal advisors in 126 countries worldwide, providing invaluable support for complex multi-jurisdictional cases.

Switzerland and US-Connected Individuals

Our dedicated Zurich and Geneva teams possess a deep understanding of the unique tax challenges faced by US-connected individuals residing in Switzerland. As expats ourselves, living and working in Switzerland, we are fluent in multiple languages and intimately familiar with local documents, regulations, and cantonal systems.

This allows us to provide truly personalized service, navigating the complexities of international taxation and ensuring you meet your US tax obligations while maximizing your financial well-being.

Funds & Partnerships US-Connected Tax Services

Investment funds with US investors or US investments face extensive US reporting requirements, which can be incredibly complex. At USTAXFS, we provide specialized expertise in navigating these nuances, ensuring your fund complies with all applicable regulations and minimizes potential tax liabilities.

Our deep understanding of US tax law, coupled with our experience working with diverse funds, allows us to tailor our services to meet your specific needs. We assist with a range of tasks, from US tax compliance and reporting obligations to structuring transactions to optimize tax efficiency.