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Advisors and Business Services

US Tax & Financial Services offers a complete range of US tax advisory and compliance services for third party intermediary advisors in working with their clients and to business entities directly.

US Tax & Financial Services is unique with an integrated firm of experienced income and estate planning lawyers and expert cross border tax professionals who work together in offering personal advisory, as well as US tax compliance, services. In addition to working with our clients directly, we also work with wealth managers, banks, fund managers, lawyers, IFAs, Family Offices, Trustees and other professionals to ensure that the client has the best possible service.

Please see the following sections for specific areas which may be of interest to you and your clients:

We also offer US tax advisory and compliance services for business entities.

  • We can assist in the structuring of funds (private equity, hedge, real estate, etc.), determining the US tax consequences for various investors in the funds and help with their FATCA compliance.
  • If an international company is looking to expand into the US, we can assist in advising which type of entity to choose (corporation, partnership, fund, etc.) and how to capitalize the entity for tax efficient planning.
  • We can advise US companies on the acquisition and sale of foreign businesses.

Our core expertise focuses on US tax matters.  This inclkudes both US tax compliance (preparing the tax returns and information statements) as well as advisory services relating to all business entities: Corporations, Partnerships, Funds and Trusts.

We offer an Individualized Service with the ability to look at all reasonable and supportable filing positions individually. We are proactive in how we work with our clients and we are located in European time zones making it more convenient for working hours outside of the US.

We are a strong alternative to the Big 4 in terms of pricing, experience in multiple situations with senior people, and we are local to these markets.

Please see the following sections for specific entities:

Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant

Here to Help

Here to Help

Contact one of our specialists

London

US Tax & Financial Services Ltd
3 Harbour Exchange Square
London E14 9GE
United Kingdom

T: +44 20 7357 8220

F: +44 20 7357 8225

Email Us

Zurich

US Tax & Financial Services Sarl
Löwenstrasse 28

PO Box
CH-8021 Zurich
Switzerland

T: +41 44 387 8070

F: +41 44 387 8079

Email Us

Geneva

US Tax & Financial Services Sarl
Blvd. Helvetique 36

CH 1207
Geneva
Switzerland

T: +41 22 700 2500

F: +41 22 700 2526

Email Us

Middle East, Asia and the Americas

US Tax & Financial Services GmbH
Löwenstrasse 28
PO Box 1367
CH-8021 Zurich
Switzerland

T: +41 44 387 8070

F: +41 44 387 8079

Email Us

Nordics

US Tax & Financial Services Ltd / MAJATTORNEY
Norra Skeppsbron 5B
SE 803 10, GAVLE
Sweden

T: +44 26 18 82 22

M: +46 70 61 88 016

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Glossary

Glossary

 View our glossary

Tax terms can be complicated, contradictory and confusing. Use our glossary to help you understand requirements from the IRS and HMRC.

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30th anniversary

Celebrating 30 Years

 Celebrating 30 Years

We are proud to celebrate 30 years of service to those with US tax compliance and advisory needs. We’re globally interconnected in today’s changing world, and we look forward to the next 30 years.

Find Out More About US