US Tax Services AG

About US Tax Services AG

Specialist US tax practice headquartered in Zurich with a second location in Geneva, presenting itself as part of the Clearlight Group and as active for about thirty years. It prepares and files American returns for US citizens, dual nationals and Green Card holders living in Switzerland and elsewhere in Europe, and advises foreign investors, funds and companies that have US tax obligations. The team is led by a chief executive and several managing directors, supported by tax managers and accountants, including a US CPA, and works in English and German with other languages spoken in the wider group. Its profile is cross-border: expatriation and renunciation planning, amnesty and delinquent-filing programmes, foreign trusts and estates, and information returns for foreign corporations and partnerships. It does not present a Swiss company set-up offering.

Services

Individual work covers federal and state income tax returns, FBAR and FATCA filings, ITIN applications, Green Card and expatriation compliance, and streamlined or delinquent filing procedures. Corporate and fund services include Forms 5471, 8865, 5472, 1120 and 1120-F, partner K-1 reporting, PFIC testing, EIN applications and entity classification elections. Further offerings are US withholding tax reclaims, estate and gift tax, trust accounting, treaty advice and wealth planning for cross-border families.

• ✕ Company formation: not listed
• ✕ Accounting and bookkeeping: not listed
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✕ Payroll: not listed
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed

Licences and registrations

• US Certified Public Accountant (tax manager, Pennsylvania)

As declared by the firm. Check a licence with the regulator before you rely on it.