Your Trusted Source for US  Tax Advice in the heart of  Europe

Approach

We work closely with our clients and their advisors to gain an understanding of their financial world. The aim is to develop a tax strategy that achieves the goals of the immediate and long-term future whilst centralizing any advice.

For our US connected clients, we navigate the complex compliance and planning opportunities, guiding clients through the intricacies of the US system – wherever they are in the US, Switzerland and internationally.

About

I am a seasoned US Tax and Global Mobility Professional with over 20 years of experience and have worked in the US, Japan and Switzerland. I have built a reputation for providing exceptional tax consulting services to high net-worth individuals and diverse assignee populations across industries and countries. I am dedicated to delivering innovative solutions and ensuring compliance in both home and host locations. 

I have a Masters in Taxation and am enrolled agent and a Certified Financial Planner ™

Areas Covered

• US Tax Return Compliance
• Expatriation and rescinding green card
• Tax residency advice, including the use of tax treaties and closer connection exception
• Double taxation mitigation and efficiency planning
• Foreign tax credit planning
• Inbound US and Europe tax planning
• International Pension Planning
• Retirement planning