TaxYork

About TaxYork

Specialising in the tax affairs of Americans living outside the United States, this practice runs a London office alongside locations in San Francisco and New York. Its clients are US citizens and green card holders abroad, dual nationals, people who only discovered late that they owe US filings, and owners of overseas businesses, with dedicated guidance for residents of the UK, Ireland, Canada, Germany, France and Mexico. The core work is catching up on missed US returns and foreign account reports through the IRS Streamlined programme, plus annual federal and state returns, FBAR and FATCA reporting, treaty and foreign tax credit relief, and cross-border planning. A private client team handles combined US and UK filings for wealthy families, including investments, company holdings, pensions and equity pay. Fees are quoted fixed after a short review, and free online calculators are offered. The website is written in English.

Services

IRS Streamlined filing for past-due returns and foreign bank reports; annual US federal and state tax returns for expats; FBAR (FinCEN 114) and FATCA (Form 8938) reporting; PFIC and controlled foreign company reporting; application of US tax treaties and foreign tax credits; back-tax resolution; relocation, repatriation and business structure planning; joint preparation of US returns and UK self-assessment for private clients; online tax calculators.

• ✕ 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