With the tax deadlines looming closer and closer, we thought we would introduce you to some of the companies we have worked with over the years, who will be able to help you with any tax issues you are currently experiencing or need to address. We are delighted to offer a list of companies including Satis Asset Management Limited, US Tax & Financial Services, Expat Tax Professionals, BDO LLP and H&R Block:
1. SATIS Asset Management
SATIS Asset Management provide a wealth management service to discerning individuals and their families who are concerned about protecting their wealth.
We are also one of the few firms to be able to provide specialist wealth management, tax planning advice and US/UK tax return preparation to Americans living in the UK.
We offer a family office fee-based approach that combines wealth management and specialist tax advice so that you can be sure you are making the most of your global financial position and reporting correct returns in the US and in the UK.
Contact details:
Ross Badger/Gemma Walsh
Satis Asset Management Limited
020 7004 7129
Ground Floor 45 Pall Mall London SW1Y 5JG
2. US Tax & Financial Services
Address: 3 Harbour Exchange Square, London, E14 9GE
Contact: Joni Trulock, Group Marketing Manager
Telephone: +44 20 7357 8220
Email: j.trulock@ustaxfs.com
Website: ustaxfs.com
Twitter: @ustaxfs
US Tax & Financial Services provides tax advice, planning, and compliance services (US tax returns, UK tax returns and forms preparation) for individuals, partnerships, corporations, trusts and estates, subject to the US tax system, wherever they may live or operate in the world. Established for more than 30 years, our multilingual teams of US and UK tax accountants and US attorneys, with offices in London, Zurich and Geneva, have clients in over 40 countries.
The international aspects of the US tax system are complex and changeable; with laws, regulations, court cases, and rulings presenting a challenge to US-based firms that do not face the international aspects of the US tax system on a day to day basis. Not only are the basic tax returns more complex, but additional informational returns relating to many aspects of an expat’s international lifestyle carry stiff penalties if not filed correctly. Whether a US expat living abroad, an American investing offshore, or an international investor planning to invest in the United States, our specialist teams of cross-border advisors can help.
Extended International Reach: We are members of Geneva Group International, a leading global alliance of independent professional firms. GGI unites international, independent audit, accounting, law and consulting firms which can find the right solution to resolve any financial, legal and tax issues which may arise.
3. Expat Tax Professionals LLC
411 Hackensack Ave, 2nd Floor Hackensack, NJ 07601
US: +1 718 887-9933
UK: +44 (0)20 3642 0423
Contacts: Aviv Abergel, Tax Consultant - aabergel@expattaxprofessionals.com
Jamie Lazarus, Tax Consultant - jlazarus@expattaxprofessionals.com
When you live and work overseas, the last thing you need to worry about is the IRS. US tax law is complex, always changing, and probably the furthest thing from your mind.
Expat Tax Professionals is an award-winning firm founded by international tax experts with extensive American tax code experience.
We don’t outsource anything to contractors - we only have our own seasoned, licensed CPAs and tax attorneys preparing and reviewing every tax return. With Expat Tax Professionals, you have the convenience of being able to handle your taxes completely online or working directly with a seasoned CPA for more complex tax needs.
Think of our service as the best of all worlds — CPA Expertise. Online Convenience.
4.BDO LLP
BDO are ideally placed to help clients navigate and manage the often-complex tax compliance interactions between US and the UK tax systems, including:
- US and UK income tax returns for US citizens in the UK or expats living in US
- Non-resident US income tax returns (form 1040NR) for non-US persons
- Foreign bank and foreign asset reporting for US persons
- Delinquent US tax filers and assisting under the streamlined filing procedure
We are also able to assist non-US persons requiring to file US returns that may be ineligible for a US social security number by helping them acquire (or renew) an ITIN (Individual Taxpayer’s Identification Number) via their London based Certified Acceptance Agent.
Our US tax advisory team, based in London and the US, are able to advise clients with US connections, wherever they are based and on all US tax related matters including US estate tax planning and filing obligations associated with non-US companies, partnerships and trusts. Please contact any of Mark Walters or Ian Feaviour who’d be delighted to help.
For more information click here.
MARK WALTERS - mark.walters@bdo.co.uk +44 (0)20 7893 3497
IAN FEAVIOUR – ian.feaviour@bdo.co.uk +44 (0)20 7893 2756
5. H&R Block
Visit H&R Block website
Whether a new or seasoned expat, filing a US tax return may seem overwhelming, but luckily H&R Block Expat Tax Services can help! Their advisors specialise in taxes for US expats, relieving the stress of tax season and helping you meet your US tax filing obligations. Their virtual process is fast, easy, and secure.
H&R Block’s team of highly specialised CPAs, tax attorneys, and Enrolled Agents are trained to understand your unique tax situation. From simple returns to the more complex, your taxes will be completed with accuracy — in fact, it’s guaranteed!
H&R Expat Tax Services makes it easy for you to file taxes from anywhere. A dedicated tax advisor will be with you from start to finish, acting as an advocate throughout the filing process — all within a secure, virtual portal!