Individual Tax and Voluntary Disclosure
David M. Daley
Private Client Tax Director
Private Client Tax
David Daley has extensive experience in both Individual and Corporate (Business) US Tax and is based in our London office. Dave began his career at Arthur Andersen, where he became one of their youngest Tax Partners in history. He delivered tax ...
Patricia Lydon
Associate Director
Individual Tax and Voluntary Disclosure, Estates
Patricia Lydon is a registered IRS Enrolled Agent and Certified Acceptance Agent (CAA) for ITIN Services. She started her career with US Tax & Financial Services in 1996. Leaving the company in 1999 to gain further experience ...
Sarjul Patel
Senior Tax Manager
US & UK Individual, Trusts and Estates
Sarjul Patel has been practicing in US and UK taxation for nearly 14 years. He has detailed knowledge of US tax matters, particularly with regard to individuals and trusts. Sarjul also has extensive experience in the UK taxation of ...
Jason Mathew
Senior Tax Manager
Individual Tax
Jason Mathew is an enrolled agent with over 10 years of individual US and multi-jurisdictional tax experience, international assignment consulting and tax optimization across Europe, Asia and North America.
Jason provides comprehensive US tax advice and ...
Charles Hare
Tax Manager
Individual Tax
Charles Hare has been practicing US and UK tax since 2010, when he joined the fledgling Graduate Recruitment Programme at Westleton Drake Ltd. Charles spent 8 years at the firm, progressing to Assistant Manager and gaining a wide array of experience in US and UK tax ...
Ashish Jain
Tax Manager
Individual Tax
Ashish Jain has been practicing US tax since 2010. He first worked at Ernst & Young LLP in Bangalore, India until early 2016, when he joined US Tax & Financial Services and moved to London. During his six years at Ernst & Young, Ashish progressed to Assistant Manager ...
Sneha Kala
Tax Manager
Individual Tax
Sneha Kala is an IRS registered Enrolled Agent with over 9 years of tax compliance experience. As a Tax Manager, Sneha is responsible for reviewing all required tax filings for clients at Federal, State and local level.
Sneha has previous experience in US taxation at ...
Helena Turner
Associate Director, Business Development
Individual Tax and Voluntary Disclosure
Helena Turner has over 20 years of US expatriate tax experience, with specific expertise in cross-border taxes with the UK. Prior to joining US Tax & Financial Services, she began her career with the international ...
