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Professional Summary

We are a firm of US tax accountants and lawyers, enrolled agents and certified acceptance agents and who specialize in the foreign side of the US tax law. We have been in business since 1986, with offices in London, Zurich, Geneva and Stockholm. We specialize in US compliance and consulting for US expatriates living abroad and foreign nationals looking to invest or relocate to the USA. Our US Tax expertise also centers around compliance and consulting for US owned foreign corporations, trusts and partnerships as well as foreign investment in US assets. We also advise on FATCA, CRS(Common Reporting Standards) and Qualified Intermediaries.

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  • English

Industry Experience

    • Tax Law


  • scuba diving, skiing water and snow; paddle boarding, fly fishing, biking, hiking, tennis, kayaking


US Tax & Financial Services
Zurich, Switzerland 8001
US Tax Consulting and Compliance Firm
1986 - Present
Overall responsibility for building a US Tax compliance and consulting firm throughout Europe.

University of Houston Graduate in Accounting and Masters in Taxation, originally trained with Touche Ross and then moved to Coopers & Lybrand, in Houston and eventually in London where I set up US Tax & Financial Services in 1986.


B.Acc, Accounting and Taxation
University of Houston, Downtown
Houston, Texas, United States
Enrolled Agent
Certified Acceptance Agent

Professional Certifications

Enrolled Agent (EA)

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