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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 ...

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Patricia Lydon

Senior Tax Manager
Individual Tax and Voluntary Disclosure

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 at a Big 4 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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
Brandschenkestrasse 20
CH-8001 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: +46 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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Celebrating 30 Years

Celebrating 30 Years

 Celebrating 30 Years

We're proud to celebrate over 30 years working with international expat communities around the world. Through all the changes we've seen as our world evolves, our core value to serve our clients wherever they are, remains the same. Meet the team.

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