US Tax Services for Americans Living in Switzerland

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.



Greg Dean

Tax Director (Geneva):

Greg Dean
enquiries.ch@berryfinecandledesign.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

International Tax Planning

Contact a US Tax Specialist Today:

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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