Expat Tax. US Tax. Federal return. FBAR. FATCA.

US Tax Specialists In The UK

Helping to make tax simpler for Americans living abroad.

Helping to make tax simpler for Americans living abroad.

Helping to make tax simpler for Americans living abroad.

Having to manage your US taxes while living in the US can be difficult at the best of times, but living outside of the US can make your tax affairs even more challenging. Simply US Tax have the specialist knowledge and experience ensuring Americans are able to maximise the benefits of living and working abroad, while being fully compliant with their US taxes.

At Simply US Tax we believe in working closely with our clients to build strong and trusted relationships. We understand that being tax compliant in the US and the UK is important, but also having a tax advisor that invests time to understand your circumstances is equally important.

Simply US Tax are American Expat Tax specialists, and our staff are experienced in working with a broad range of clients, from high net worth individuals and senior executives, to Americans starting out in their prospective careers.

We are qualified IRS Enrolled Agents and our staff have over a decade and a half of US & UK tax experience at the big four accountancy firms, so you can rest assured that we can assist no matter how complex your circumstances may be.

How We Can Help

We can assist with preparing personal Federal and State tax returns, and where required we can also prepare local tax returns. We are Enrolled Agents admitted to practice before the Internal Revenue Service, and can therefore assist in corresponding with the IRS on your behalf. If you need to file UK self assessment returns and need assistance with preparing returns we can handle that for you also.  

Consulting

As US tax specialists in the UK we have an in depth knowledge of UK taxes and how they affect your US taxes. Our experienced professional team provide a comprehensive range of specialist tax services to individuals. Whether you require US specific advice, UK specific advice, or advice that affects both US and UK taxes we are able to assist.

Planning

Thoughtful tax planning and preparation are critical to your success and ensures that you do not pay additional taxes unnecessarily. With our deep insight on US and UK taxes we can help to optimise tax reliefs and exemptions in a way that is tailored to your personal circumstances.

 

Click Below To Find Out More About Our Services And Fees

Our Commitment To Our Clients

At Simply US Tax we are committed to providing the best experience for our clients. We understand the important role that a tax advisor plays in clients’ lives (especially for expats who have to deal with two tax jurisdictions), and often a good client/tax advisor relationship lasts many years. We strive to ensure we can become the trusted advisor for our clients and do all we can to ensure our relationship with our clients lasts as long as possible, and hopefully for life. We believe in investing time in getting to know our clients and their circumstances and we ensure we are available when our clients need us. Our experience has proven that the best results come from a good understanding of clients affairs.

Dealing with taxes as an expat can be time consuming, challenging and stressful. By providing a complete dual jurisdiction tax service, we aim to relieve as much of this anxiety, so our clients can focus on enjoying their lives as expats without having to worry about taxes. 

At Simply US Tax we offer a wide range of services which can be tailored to fit your needs

Our experienced staff are able to provide a variety of services to ensure we can  deliver our clients a complete solution for their needs. Our personal approach to understanding our clients’ requirements and working closely with them throughout their expat lives, combined with our professional expertise, results in long lasting relationships which often continue after clients have returned home. Explore the list of services we can provide, click on the link for more detailed information or contact us to discuss further.

Contact us to find out more

US Tax Return Preparation

The tax return preparation for US expats can be more complex than a ‘domestic; tax return, which often require additional ‘foreign’ forms to be completed. Many US based CPAs are unable to prepare these forms effectively. As part of our core compliance service we can prepare Federal, State and Local tax returns. We can also prepare form 1040-NR for individuals who are US non-residents and are required to file US tax returns.

US ITIN Services

Whether you need to apply for a new US Individual Tax Identification Number (ITIN), or if you need assistance in renewing your ITIN, we can help. We are IRS Certified Acceptance Agents for ITIN applications.

Foreign Bank Account Reporting (FBAR)

US citizens and Green Card holders are required to file the FBAR (form FinCEN 114) if they have non-US accounts and certain thresholds are exceeded. It is a separate form to your tax returns and the requirement to file should be reviewed annually. We can produce the forms and assist in the annual review. 

Late Filing of Returns

Many Americans are not aware that they continue to have a US tax return filing requirement even if they do not live in the US, and as such it may be that they have not filed US tax returns for many years. The IRS provides a systems for such people to ‘catch up’ with their tax filings with reduced filing obligations. If this applies to you feel free to contact us to discuss further.

IRS Notices and Audits

As IRS Enrolled Agents, we are able to liaise with the IRS on your behalf.  So you can rest assured that we can take care of IRS notices you receive, or have received, and handle any audits that may arise.

Tax Planning

The UK is considered to be a ‘high tax’ country and Americans living in the UK often end up paying more in taxes than they would have if they earned the same income in the US. However, there are various reliefs and exemptions available (both in the US and the UK) that can help to reduce the impact. Careful planning is required to ensure Americans minimise their overall tax obligations.  

Review of Prior Returns

If you believe there may be errors with previous tax filings, or if you want us to review the tax efficiency of those returns, please contact us and we can help. 

Estimates & Projections

With the reliefs and exemptions available to Americans living in the UK it can become difficult to calculate tax liabilities and keep on to up the payments you need to make to the IRS and HMRC. We can help with the necessary estimates and help you to manage the process. 

UK Self Assessment Preparation

In many cases, Americans living in the UK will not need to filed tax returns in the UK. However, you may need to if you are claiming certain reliefs of have income from certain sources. Should you need UK tax returns prepared alongside your US returns we can assist. Often it is best that both your US and UK returns are prepared by the same preparer to ensure information is reported accurately, efficiently and consistently in both jurisdictions.

UK Non Dom Advice

The UK tax rules for Americans and Green Card holders who are resident in the UK but not UK domiciled can be very beneficial. The practicalities of achieving these benefits can be quite involved and often requires that certain process are followed prior to transactions taking place. We can help you manage the processes and provide assistance in making the most tax effective decisions.

Simply US Tax

5 Chancery Lane

London

WC2A 1LG

Helping Americans navigate the complex world of expat tax   

info@simplyustax.co.uk

020 3997 8777

020 3790 8822

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