US Individual Tax
Karen Jones is a UK Chartered Accountant and US Enrolled Agent with over 20 years’ experience in taxation primarily focusing on high net worth individuals and expatriate programs.
Karen started her career with PwC in the UK as part of the personal tax and financial planning group and attained her ACA qualification. Following a move to Dallas, Texas she re-trained in US tax with Coopers & Lybrand and specialized in expatriate/inpatriate tax programs, tax-exemp33 organizations and returns for wealthy individuals. She has been advising individuals living in Switzerland/Europe on their US tax filing requirements since 2004. She qualified as a US Enrolled Agent in 2010.
Karen joined US Tax & Financial Services in 2019 and is based in our Geneva office. She is experienced in the preparation of US tax returns for US citizens living abroad.
Karen has a BA in Economics & Social History from Exeter University, UK.
Did you Know?
Fact SevenThanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
Fact SixThe IRS is actively looking for non compliant US persons.
Fact FiveIt takes an average of 16 hours to do IRS Form 1040.
Fact FourThere are over 500 IRS tax forms.
Fact ThreeSince 1916, illegal income has been taxable.
Fact TwoUS persons must file tax returns no matter where they live and work.
Text One7 million Americans abroad
only 500,000 compliant