Services & Fees
We provide comprehensive US tax preparation and advisory services. This includes (but is not limited to) advice and preparation of the following income tax and information returns:

US tax return and information return preparation
  • Form 1040 – US Individual Income Tax Return, with all necessary additional schedules, forms, attachments and statements
  • Form 1040NR – US Non-resident Alien Income Tax Return
  • Form 1040X – Amended US Individual Income Tax Return
  • Form 3520 and 3520-A – Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
  • Form 5471 – Information Return for US Persons with Respect to Certain Foreign Corporations
  • Form 8858 – Information Return for US Persons with Respect to Foreign Disregarded Entities
  • Form 8865 – Return of US Persons with Respect to Certain Foreign Partnerships
  • Form 8938 (FATCA) – Statement of Specified Foreign Financial Assets
  • FinCEN Form 114 (FBAR) – Report of Foreign Bank and Financial Accounts
  • Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company
  • Form 8854 – Initial and Annual Expatriation Statement
  • Form 706 – United States Estate (and Generation-Skipping Transfer) Tax Return
  • Form 14653 – Streamlined Filing Compliance Procedures
  • Other services – Include preparation of multiple year delinquent Form(s) 1040, renunciation of U.S. citizenship, representation of taxpayers before the IRS on audit issues and tax court proceedings

Most US tax and information returns are prepared on a set-fee basis, which is agreed with the client before we begin work. 

Our minimum base fee for the Form 1040 is £675 plus VAT. This includes the necessary foreign income exclusion and/or tax credit forms for an expat. Please see our terms and conditions in the Downloads section for more details on fees.

UK preparation and advisory services.

​We provide personal UK tax and advisory services and in particular specialise in the taxation of non-domicile UK taxpayers. The correct reporting and treatment of UK taxpayers with foreign income is an esoteric and complex area of UK tax law but our advisors are well versed this area, particularly in relation to US tax issues.

We can help you with, among other things:
  • Fully domestic UK tax situations
  • UK residence / non-domicile review and planning
  • UK and foreign employment / self employment situations
  • Overseas investment income 
  • UK or foreign rental income
  • Overseas capital gain calculation and reporting
  • Co-ordination with US capital gains rules
  • US/UK tax treaty issues
  • Remittance vs. arising basis reporting
  • Claiming overseas workday relief

Our minimum base fee for UK tax returns is £525 plus VAT (if we are not also engaged for US tax services the base fee is £675 plus VAT). Please see our terms and conditions in the Downloads section for more details on fees.
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If you also require assistance with UK corporate tax and company accounts we work closely with several UK accountants and can refer you to the appropriate one.


​UK tax services are provided by Jaffe UK Services Ltd, a Jaffe & Co group company, company number 11588450.

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Our motto: "Never ignore a letter from the IRS (or HMRC)"