US Tax & Financial Services (USTAXFS)

US Tax & Financial Services (USTAXFS) is an independent firm established more than 35 years ago, with offices in Zurich and Geneva alongside London and a Nordics location. It serves US persons and US-connected individuals as well as trusts with US beneficiaries, investment funds with US investors, partnerships, and corporations with US operations.

The work spans US tax return compliance and advisory, FBAR and FATCA filings, treaty analysis, and gift and estate planning, along with more specialised areas such as trust structures with US connections, partnership representative services, fund structuring with K-1, K-2, and K-3 reporting, and guidance for companies expanding into the US. The team includes US attorneys, holders of LL.M. degrees in taxation, and IRS Enrolled Agents, and staff speak several languages.