US Tax Services

US Individual tax compliance and consulting advice within the heart of Europe and in Switzerland

Every year, increased reporting requirements are being implemented for U.S. citizens residing overseas, creating a real risk that the average individual who may be unaware of the U.S. worldwide tax regime runs afoul of severe failure to file penalties. With FATCA imposing a significant disclosure burden and the IRS’ delegated authority to enforce these requirements, it is vital for U.S. taxpayers abroad to ensure the completeness and accuracy of their U.S. tax forms prepared by competent CPAs and IRS Enrolled Agents while coordinating with our Swiss and European counterparts for the optimal tax strategies.

Our US Tax Services

Effectively Connected Income (ECI) – International Tax Implications for US Taxation

We support foreign individuals and businesses 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. 

US Tax Returns

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.

Renunciation of US Citizenship or Giving up a Green Card

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. 

US Individual Foreign Reporting Forms

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.

US Tax Amnesty Programs for Accidental Americans / Non-compliant Individuals

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

Individual Tax Identification Number (ITIN)

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

Gift and Estate Considerations

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.

Non-US citizen

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).

Tailored US Tax Advice for Companies with Employees or Reporting Requirements in the US

We help non-US companies set up businesses in the US which may include holistic advise relating to the individual, company, payroll and the like. 

Tax Representation

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

Contact us

Jürg Niederbacher

Jürg Niederbacher

Partner, Leader Private Clients & Family Offices, PwC Switzerland

Tel: +41 58 792 42 93

Lisa Cornwell

Lisa Cornwell

Partner, Private Clients & Family Offices - International, PwC Switzerland

Tel: +41 58 792 25 93

Dimitar Kanev

Dimitar Kanev

Senior Manager, Private Clients & Family Offices – USA, PwC Switzerland

Tel: +41 58 792 45 68

Benjamin Brackett

Benjamin Brackett

Manager, Private Clients & Family Offices – USA, PwC Switzerland

Tel: +41 58 792 23 50