Meet Swiss-based US tax advisers

 
Swiss SEC-registered investment advisers        Lawyers       US tax advisers       Trust advisers       
Citizenship and residence planning
Margaret Conklin
Margaret Conklin CPA

With over 30 years experience, I have helped many US citizens meet their US income tax and information reporting requirements. I work directly with the taxpayer or with the taxpayer's attorney, banker or foreign country tax preparer to bring the US tax compliance up to date.  

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Matthew Ledvina - Partner Zurich
Anaford Attorneys

Matthew co-heads the U.S. tax practice in the Zurich & Geneva offices. He specializes in private wealth practice and accommodating the needs of clients in the private wealth industry.

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Nahmee Lee
AT+AS

Namhee is a highly skilled tax professional with 10 years’ experience managing U.S. individual expatriate tax issues for a broad client base in Switzerland and across Asia. She has significant experience in the preparation of U.S. Individual Annual Tax Returns for expatriate U.S. citizens with a particular focus on Foreign Asset reporting including PFIC, shares and bonds.

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Jann Regenass - Founder
FISCAREG

I have 20 years of compliance, tax, financial and legal experience, and I hold a MBA, a MSc in Finance and an ICA International Diploma in Compliance. I am the founder of FISCAREG, a Swiss-based tax professional services company focusing on Swiss and international tax, international compliance, US tax compliance and consultancy. The main office is in Orbe (VD) but we have offices in Geneva and Lausanne at your disposal.

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Timothy LeBrun
AT+AS

Timothy is a U.S. Certified Public Accountant (CPA) with 19 years of experience in taxation, accounting, and financial services operations. He specializes in assisting private equity funds, hedge funds, family offices, high net worth individuals and other private investors with U.S. domestic and international taxation, tax due diligence and structuring, tax compliance, tax provisions and FATCA-related issues, as well as fund and special purpose vehicle operations.

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Ryan Larson E.A. - Director
U.S. Tax Services AG
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Milan Patel - Partner Zurich
Anaford Attorneys

Milan co-heads the U.S. tax group in the Zurich office. His practice focuses on Private Client matters with a particular emphasis on international tax, trusts and estates planning, succession planning, and cross-border business structuring.

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Citizenship and residence planning
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