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 ...
International Trust Tax Director
Trusts, Estate/Gift, Expatriation, Individuals
Tas Meghani has 20 years of US/UK tax experience. Prior to joining US Tax & Financial Services, Tas worked with EY Frank Hirth in their Trust Tax Team. Tas has previously worked with USTAXFS in both the Swiss and ...
Associate Director, Private Client Group
US & UK Personal Tax
Harry Swift is a dual-qualified Chartered Tax Adviser with over 15 years of experience advising individuals on US and UK tax matters. Harry joined USTAXFS from Deloitte where he worked in the US/UK High Net Worth team specialising ...
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 ...
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 ...
Senior Tax Manager
Ashish Jain has been practising 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 ...
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