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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFiduciary OfficesZurichUS Tax & Financial Services Sàrl
US Tax & Financial Services Sàrl Logo
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US Tax & Financial Services Sàrl

Summary

About the company

US Tax & Financial Services Sàrl provides US and UK tax advisory and tax return compliance services for individuals, trusts, family offices, funds and corporations. Its services include cross-border tax planning, estate and trust advice, fund and partnership services, FATCA/CRS reporting, and support for US expansion and ITIN/EIN applications.

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US Tax Advisory and Tax Return Compliance
US tax advisory and annual tax return compliance for US persons, including informational reporting, FBAR-related filing support, voluntary disclosure and related tax planning.
Cross-border Planning and US/UK Compliance
Cross-border tax planning and compliance for US-connected individuals in the UK, Switzerland, Europe and other jurisdictions, including filing requirements and tax treaty advice.
Switzerland and US-Connected Individuals
US tax advisory and compliance services for US-connected individuals and businesses based in Switzerland, including local Swiss support and international filing matters.
Expatriation Tax Services
Expatriation tax advice and compliance for people renouncing US citizenship or giving up a Green Card, including exit tax calculations and Form 8854 support.
Trust Structures with US Connections
US tax advice and compliance for foreign and domestic trusts with US settlors, beneficiaries or income, including trust characterization, reporting and FATCA support.
Gift and Estate Tax Planning
US estate and gift tax planning, cross-border estate analysis, lifetime gifting programmes and preparation of gift and estate tax returns for residents and non-residents.
Estate Planning
Estate planning for US taxpayers and international families, including trust characterisation, inheritance tax analysis, beneficiary distributions and compliance filings.
Funds
US tax compliance and structuring for investment funds, including private equity, venture capital, real estate, PFIC and K-1/K-3 reporting.
Partnerships and Investors
US tax planning and compliance for domestic and foreign partnerships and investors, including allocations, withholding, FATCA/CRS reporting and K-1 support.
Partnership Representative Services
Designation and support services for partnership representatives, including centralized audit procedures, IRS liaison and required named-individual filings.
Corporations
US tax advisory and compliance for US, foreign and controlled corporations, including GILTI, UBTI, ECI, entity classification and filing requirements.
US Expansion
US market-entry support for companies expanding into the United States, including entity selection, tax structure, state tax, transfer pricing and related compliance.
Press

Media

September 29, 2021Media
US charges Swiss finance firm and six people with tax evasion
swissinfo.ch
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Location

Freyastrasse 14
8004 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-110.155.828
Founded
2003 · 23 years
Last commercial register change
February 19, 2026
Employees
11 to 20

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