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 ...
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 ...
US & UK Individual, Trusts and Estates
Sarjul Patel has been practising in US and UK taxation for over 15 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 ...
Senior Tax Manager
Ritu Bansal has over 10 years of “Big 4” experience in Global Mobility and Private Client tax. In her last role at EY LLP in London, Ritu progressed to Senior Manager within the US/UK Private Client Tax team, where she was providing US and UK 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 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 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 ...
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