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 consulting and compliance services for clients ranging in size from start-ups to multinational public companies. He has assisted businesses in all areas of tax and financial planning, including transfer pricing studies, multinational tax planning, mergers and acquisitions, investment alternatives, investor reporting, and compensation and benefits.

After leaving Arthur Andersen, Dave became a partner at a boutique CPA firm in Los Angeles, where he worked with High Net Worth Individuals and small to mid-size businesses. The firm’s focus was on family office services and provided income, estate and gift tax planning, tax compliance, and general financial and business advice to their clients.

Dave speaks at conferences and events throughout Europe on US Expansion, (particularly UK or European companies going to the US), Funds and Partnerships and tax planning for High Net Worth Individuals. He was a university lecturer in the Masters’ Programs in Accounting and Tax Law at both USC and the Anderson School of Business at UCLA.

Dave has a BS in Accounting from the Smeal College of Business at Penn State University and is a CPA licensed in California.

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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

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Zurich
US Tax & Financial Services Sarl
Brandschenkestrasse 20
CH-8001 Zurich
Switzerland

T: +41 44 387 8070

F: +41 44 387 8079

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Geneva
US Tax & Financial Services Sarl
Blvd. Helvetique 36
CH 1207
Geneva
Switzerland

T: +41 22 700 2500

F: +41 22 700 2526

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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

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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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