Services

We offer tax compliance and advisory services for individuals, corporations and fiduciaries

Individual Income Taxes

U.S. FEDERAL INCOME TAX PREPARATION

American citizens and Green Card holders are taxed on their worldwide income and must file yearly income tax returns and reports about their financial assets abroad. We’ll help you meet your U.S. tax obligations as simply as possible. We have an in-depth understanding of the Swiss financial and tax context and will help you optimize the overlap between Swiss and U.S. tax treatment. Our primary focus is minimizing your overall tax liability while ensuring accurate and expedient filing.

ASSISTANCE FOR DELINQUENT FILERS (STREAMLINED AND DELINQUENT FBAR)
TAX PLANNING AND ADVISORY SERVICES
GREEN CARD COMPLIANCE
RENOUNCING CITIZENSHIP AND EXPATRIATING
STATE INCOME TAX PREPARATION
DEATH AND U.S. ESTATE TAX
MAKING A GIFT
RECEIVING A GIFT FROM A NON-U.S. PERSON
RECLAIMING U.S. WITHHOLDING TAX
OBTAINING AN ITIN
RENEWING AN ITIN

Corporate and Fiduciary Services

FOREIGN CORPORATION RETURNS

U.S. citizen shareholders of certain foreign corporations may be required to file Form 5471 for corporations or Form 8865 for partnerships. This may also apply to directors or officers whether or not they own shares. If you’re associated with a foreign entity, we can help you determine your disclosure obligations, and convert and translate financial data according to U.S. tax principles.

FOREIGN OWNERS OF U.S. CORPORATIONS AND LLC’S
OWNING U.S. REAL ESTATE AND MINIMIZING WITHHOLDING TAX
U.S. ESTATE TAX WHEN A NON-U.S. PERSON OWNS U.S. PROPERTY
FORMS W-8BEN TO MINIMIZE U.S. WITHHOLDING TAX
RECLAIMING SWISS WITHHOLDING TAX