US tax services

We support foreign individuals that invest in a US trade or business that generate income that is effectively connected to the US. Whether this be private equity investments or investments in Publicly traded Partnerships. 

Our team of U.S. Certified Public Accountants will handle all of your annual tax compliance needs from the preparation of federal and state individual income tax returns, gift tax returns, estate tax returns, domestic and foreign trust tax accounting and tax returns, small business income tax returns.

We assist individuals who no longer wish to maintain their US citizenship or green card. Our private client team guides our clients from the initial thought through the final tax return. 

Our team supports the preparation of Foreign Bank and Financial Accounts Reporting forms (FBARs/FinCEN 114), foreign disregarded entity, foreign partnership and foreign corporation information returns for US individual owners. We also assist with income tax planning for business owners and advice on how to efficiently own a foreign entity.

We support U.S. citizens to become compliant through the Offshore Streamlined Procedures.

We are Certified IRS Acceptance Agents and we can help you obtain an ITIN so long as you qualify. 

We help our clients with gift and estate tax planning services for both U.S. citizens with foreign assets and cross-border issues, including the preparation of the relevant gift and estate tax forms. As well as foreign individuals holding U.S. assets subject to potential U.S. gift and estate tax.

We can assist with income and estate tax planning advice for foreign nationals with U.S. assets (e.g. U.S. investment accounts or U.S. real estate), any residual US tax return filings, pre-arrival planning for the foreign national moving to the United States (temporary or indefinitely).

Our team is authorized to represent individuals with federal and state tax notices or federal and state tax audits/examinations. 

Our skilled team in Zurich specializes in assisting individuals with the intricacies of PFIC (Passive Foreign Investment Company) regulations. We provide expert guidance in identifying PFICs and managing their complex tax consequences. Our services are designed to achieve accurate compliance and advantageous tax strategies for clients dealing with PFIC tax challenges. Rely on PwC for all-encompassing PFIC reporting and advisory services, customized to meet your specific requirements.

Download our PFIC flyer here

The Corporate Transparency Act (CTA), effective from January 1, 2024, is a crucial development for small businesses in the U.S. The act is designed to combat illicit activities such as tax fraud, money laundering, and terrorism financing by enhancing transparency in ownership information. While we do not provide direct services related to the CTA, we are well-equipped to connect you with qualified legal experts who specialize in CTA compliance. These professionals can offer the specialized assistance required to navigate the complexities of the CTA regulatory landscape.

Download our CTA flyer here

We can provide a high-level analysis of the US tax implications of holding or relinquishing a Green Card based on your personal situation, including holistic and cross-border advice, which covers your residence and wealth planning objectives and strategies. We can also assist you with the implementation thereof. 

Download our flyer for Green Card Holders here

Our in-depth understanding of the regulatory landscape for trusts, coupled with a client-centric approach, ensures precise compliance and optimal tax positioning for our clients navigating the complexities of trust taxation and reporting

Download our flyer about the US Trust Filing Essentials here