Have You Filed Your US Tax Returns?
US Expat Deadline
Why Act Now?
It is important to understand your US tax obligations. The Internal Revenue Service now has a number of ways to find Americans living outside the US who are not reporting income or foreign bank accounts as well as Americans living in the US who invest internationally.
Did you receive a bank letter? Your banks and other financial institutions are now required, through FATCA legislation, to report the personal details of American clients to the IRS tax or local authority.
The IRS developed a system to actively locate non-compliant Americans wherever they are in the world.
If you are not compliant, your US passport can be revoked or you can be denied renewal.
Rewards are still being offered to anyone who turns in a non-compliant US person to the authorities.
Why Choose Us?
We believe there is a better way to do US tax compliance and planning. Our clients can rely on the in-depth, up-to-the-minute, specialized knowledge of our teams, to confidently and expertly navigate the complex and challenging US tax system. We invest in talent and professionalism in a great working environment, to deliver world-class client service.
We are the largest boutique tax accounting firm in the UK & Europe specializing in US tax. Established over 35 years ago, we have offices in London, Zurich and Geneva with expertise in US tax advice, planning, and compliance for individuals, funds, trusts and corporations affected by the US tax system, wherever they may live or operate in the world.
We have a specialist team of IRS Enrolled Agents and CPAs living and working outside the US in these circumstances every day.
USTAXFS has over 35 years of experience with top-level executives and directors, in-house lawyers and dual tax handlers who know the 500+ IRS forms.
Our in-house lawyers are on hand for document review and high-level tax advice.
In addition to tax compliance, we can provide advice on tax planning, including gifts & estates, trusts and family wealth or expatriation.
Our size and independence in the US tax market has enabled us to attract talent from industry-leading firms, including the Big Four, and build expert teams, positioned to deliver exceptional client service across our four key specialist divisions:
- Private Client & Individual, US & US/UK Tax Services
- Trusts, Estates & Family Offices, Planning for US-Connected
- Funds & Partnerships, US-connected tax services
- Corporations, US Expansion & FATCA
What can you do to get compliant?
Below are some of the options for getting back into the US tax system.
What Happens if You Don’t Act?
Tax Director & US Attorney
London
Andrew Aldridge has over 40 years of domestic and international tax experience. Prior to joining USTAXFS, he served as Manager of the Tax Department of Commercial Financial Services, Inc., a major debt resolution company in the US, where he was responsible for the worldwide tax affairs of the company.
Andrew also worked for over 18 years with Phillips Petroleum Company, a Fortune 50 energy company where he served in both the tax and legal departments. During this time, he spent over five years in the UK as Tax Counsel for Phillips, focusing primarily on international financing issues.
Andrew’s current focus is on the US and international tax aspects associated with non-US trusts and their US beneficiaries; specifically planning to meet the complex US income tax compliance and informational reporting associated with such trusts.
As the US tax system has become more and more complex, Andrew also assists those US taxpayers who wish to give up their US citizenship while minimizing the impact of the confiscatory Exit Tax now imposed on expatriation.
Andrew holds an LL.M. from Southern Methodist University, a J.D. from the University of Oklahoma and a B.A. from the University of Kansas. He is a licensed attorney in the state of Oklahoma.
International Corporate Tax Director
London
A lawyer with 25 years’ US domestic and international tax experience, Brad advises on corporate structures, private investors, venture capital, and private equity funds. He has Big 4 experience in both the US and Europe (Arthur Andersen, PwC and Deloitte) working with large multinational companies as well as fast-growth companies on US corporate and international tax topics, from both inbound and outbound perspectives. While working at PwC in Silicon Valley, he assisted in the due-diligence processes and structuring of acquisitions for clients ranging from start-ups to Fortune 500 companies, as well as large venture capital firms.
Brad’s time is spent managing the Corporate division, which has a particular focus on funds, both US investors into foreign funds, and foreign funds who invest in the US.
Another focus of Brad’s expertise is in US Expansion. He advises start-ups and early-stage tech companies on the tax issues of doing business with US customers, structuring for US investors and having a presence in the US.
He speaks regularly at conferences on both these topics to industry professionals and businesses with potential US tax obligations.
Brad has a J.D. from The George Washington University and a B.S. in Accountancy from the University of Illinois at Urbana-Champaign. He is a licensed attorney in the state of Illinois.
Private Client Tax Director
London
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.
US/UK Tax Director, Private Client Group
London
Glenn Snow is a dual-qualified tax adviser with over 16 years of experience advising individuals on US and US/UK tax matters. Glenn joined USTAXFS from EY Frank Hirth, where he worked in both London and New York in tax advisory and compliance for US-connected individuals, including the complex specialism of US and UK cross-border tax planning.
Glenn works with the head of the private client division to bolster our strategic expansion of the Private Client Group, including complex specialist US/UK cross-border tax cases and leading the PCG team at USTAXFS.
Glenn holds a BA in Accounting and Finance from the University of Essex. He is an IRS Enrolled Agent and a member of the Association of Taxation Technicians (ATT). He was shortlisted for the 2020 Citywealth Accountant of the Year award, was featured in Citywealth’s 2020 Future Leaders Top 100, and was voted a leading private client advisor in the 2016 and 2017 Top 35 Under 35 eprivateclient awards. Glenn was recently listed as a Recommended Advisor in the Spears 500 Directory.
Corporate Tax Director
Geneva
Inna Ganz is a Tax Director in the Corporate Tax division at USTAXFS. She has over 14 years of international tax experience working with multinational clients in the areas of international merger and acquisition planning, US foreign tax credit planning, repatriation strategy development, Subpart-F deferral planning, foreign holding company structuring, and offshore supply chain planning.
Prior to joining USTAXFS, Inna was a Principal within the International Tax division at GHJ, an accounting, tax and advisory firm headquartered in California, where she managed all US/International tax engagements. Before GHJ, Inna was a director at PwC in its International Tax Services division where she advised companies on US tax compliance requirements and assisted multinational companies with structuring and implementation of cross-border transactions.
Based in Geneva, Inna currently manages the corporate tax compliance and advisory practice in Switzerland. She oversees new business development, and client services and advises global clients on US corporate tax compliance and planning. Her expertise is valued by PE/VC firms and other alternative funds across a range of sectors including technology, pharmaceuticals, manufacturing, automotive, and financial services.
Inna holds an M.S. in Taxation from the University of Illinois and a B.S. in Accounting from the Leonard N. Stern School of Business. She is a CPA in the state of California and a member of AICPA.
Contact One of Our Tax Professionals in Switzerland.
Ensure your US tax returns have been filed on time (IRS Update) and done correctly. Call now or fill out the form to claim your FREE no-obligation chat for a US Tax assessment.
