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US Tax Services for US Expatriates, US Individuals with Overseas Investments and Non-US Individual Investors in the US

US Federal law requires all US persons to file annual income tax returns, along with other supporting documentation to report worldwide income and non-US assets — no matter where they live. This requirement applies even if the individual must also file local income tax returns in the country where they live.

Do these laws for US taxes abroad apply to you?

US Persons” includes US citizens and green card holders, as well as individuals living in the United States. Individuals who invest in the United States or have income originating from the US must also comply with Federal and State income tax laws.

Over three decades of experience, personalized to our clients

For over 30 years, US Tax & Financial Services, with offices in London, Zurich and Geneva, has offered unique, individualized services and creative solutions. As an integrated firm of qualified tax accountants and lawyers, with professionals from Big 4 and Fortune 50 companies, we focus on international, cross-border taxation for US expatriates and for taxpayers investing in the US.

Navigating US taxes with confidence

Filing US taxes abroad can be a daunting experience, as can coping with two or more tax systems at the same time. With our in-depth experience in these matters, we can guide our clients through this confusing tax maze with ease.

  • We assist our clients in keeping their US tax returns and informational reporting up to date and in compliance with Federal and State laws
  • We also provide UK tax return preparation services, including use of the UK Worldwide Disclosure Facility for reporting of offshore income
  • For those taxpayers who have not complied with their filing requirements, we can assist in bringing them up to date. Our experience in resolving these disclosures is exceptional

Planning ahead for the best client outcomes

Our advisory services also address efficient tax planning in advance, including:

    • The proper ownership structure of assets
  • The tax impact of various investment opportunities available to individuals
  • The effective use of company pensions and self-invested pension arrangements
  • The coordination of US tax issues with the tax rules where the client resides

To jump straight to areas of particular interest, please read more at:

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