US Tax Services for Americans Living in Switzerland/Europe
US Tax & Financial Services SARL is part of the US Tax & Financial Services Group founded over 30 years ago in London. The Swiss offices were established in Zurich and Geneva over 10 years ago. Our dedicated local teams in Switzerland specialize in all aspects of US tax advisory and compliance services. We are expats ourselves, living and working in Switzerland, with a deep understanding of local documents, regulations and cantonal systems, as well as how to navigate international tax. We speak multiple languages in our offices and have included links below to our brochures in German, French and Italian for your convenience.
US Tax & Financial Services SARL fait partie du groupe US Tax & Financial Services fondé à Londres il y a plus de 30 ans. Nos bureaux suisses sont établis à Zurich et Genève depuis plus de 10 ans. Nos équipes locales suisses pourront vous conseiller et vous aiguiller sur tous les aspects en rapport à la fiscalité US. Nous sommes nous-mêmes des expatriés, vivant et travaillant en Suisse. Nous disposons d’une excellente connaissance des différents documents et formulaires locaux, des réglementations et systèmes cantonaux ainsi que de la façon dont ceux-ci peuvent impacter les impôts au niveau international. Nous parlons plusieurs langues dans nos bureaux et à toute fin utile nous avons inclus ci-dessous les liens vers nos brochures en français, en allemand et en italien.
US Tax & Financial Services SARL ist Teil der vor über 30 Jahren in London gegründeten US Tax & Financial Services Group. Die Schweizer Büros wurden vor über 10 Jahren in Zürich und Genf eingerichtet. Unsere engagierten örtlichen Teams in der Schweiz sind auf alle Aspekte der US-Steuerberatungs- und Compliance-Leistungen spezialisiert. Wir sind selbst Expats, die in der Schweiz leben und arbeiten, mit einer profunden Kenntnis der örtlichen Dokumente, Vorschriften und kantonalen Systeme sowie der internationalen Steuerführung. Wir sprechen mehrere Sprachen in unseren Büros und haben untenstehende Links zu unseren Broschüren in Deutsch, Französisch und italienischer für Sie bereitgestellt.
Tax Director (Zurich):
Patrick Hoza p.hoza@ustaxfs.com +41 44 387 8070
Patrick Hoza has over 27 years of experience with US individual expatriate taxation, including High Net Worth Individuals, streamline/voluntary disclosure filings and tax consulting, as well as working with large multinationals like Novartis, BP, Hewlett Packard and General Electric. He has extensive knowledge in serving both US expatriates and resident and non-resident aliens with their US tax-related issues.
Zurich
Brandschenkestrasse 20
CH-8001 Zurich
Tax Director (Geneva):
Greg Dean enquiries.ch@ustaxfs.com +41 22 700 2500
Greg Dean is a lawyer with over 20 years of experience in taxation, trusts and estates. He advises on trust planning and related US tax and tax reporting. His experience includes planning for foreign individuals investing in the US and for US persons living and investing outside the United States, establishing estate and dynasty plans, and advising on effective management and compliance of family and business structures.
Geneva
Rue de Candolle, 19
CH-1205 Geneva
Individual Services
US expat and personal tax services:
- US tax return preparation & planning for US citizens and green card holders
- US tax return preparation for Nonresident Aliens (NRA) with US filing requirements
- Treaty Applications for green card holders and Nonresident Aliens
- Delinquent filing specialists – Voluntary Disclosure, Streamlined Program
- Applications for Individual Tax Identification Number (ITIN)
- US expatriation tax filings and advice
Trusts and Estates Services
US-connected tax services:
- Income tax, trust, estate and gift tax return preparation
- Foreign grantor trusts, Form 3520-A
- US beneficiaries of foreign trusts, Form 3520
- US trusts, Form 1041
- Foreign trusts, Form 1040NR
- Trust beneficiary statements
- Advisory including but not limited to: trust characterization from a US tax perspective, wealth transfer pricing, timing and form of distributions to beneficiaries, UNI, DNI, and PTI
US business, consulting and other services
US business tax services:
- US tax return preparation for trusts & estates (domestic and foreign)
- US tax return preparation for corporations and partnerships (domestic and foreign)
- FATCA & CRS compliance consulting services
- Withholding certification form preparation and advisory services
- All US compliance and reporting requirements for foreign investment funds, foreign trusts and businesses where there is a US connection
- Advisory including but not limited to: entity classification, US reporting requirements, foreign investment into the US
Useful Blog Articles
Switzerland And Japan Sign FATCA Agreement
Switzerland And The US Agree On FATCA Interpretation
Switzerland News Referendum On FATCA
The United States Is The New Switzerland
What Is A US Person For Tax Purposes
10 Things Persons Abroad Should Know About Their Taxes
10 Investment Mistakes Made By Americans Abroad
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Contact a US Tax Specialist Today:
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USTAXFS
3 Harbour Exchange Square
London E14 9GE
United Kingdom
T: +44 20 7357 8220
F: +44 20 7357 8225
USTAXFS
Brandschenkestrasse 20
CH-8001 Zurich
Switzerland
T: +41 44 387 8070
F: +41 44 387 8079
USTAXFS
Rue de-Candolle 19
CH 1205
Geneva
Switzerland
T: +41 22 700 2500
F: +41 22 700 2526
US Tax & Financial Services GmbH
Löwenstrasse 28
PO Box 1367
CH-8021 Zurich
Switzerland
T: +41 44 387 8070
F: +41 44 387 8079
USTAXFS / MAJATTORNEY
Norra Skeppsbron 5B
SE 803 10, GAVLE
Sweden
T: +46 26 18 82 22
M: +46 70 61 88 016
Glossary
Celebrating 30 Years
