Meet Swiss-based US tax advisers

 
Swiss SEC-registered investment advisers     
US-based advisers    Lawyers       US tax advisers       Trust advisers      Precious metals    Real estate
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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Chad Hatalla, EA, CFP - Senior Manager
Moore Emerson GmbH

Chad Hatalla has extensive experience in supporting and assisting employers and their employees with expatriate tax, mobility and HR issues arising from international assignments and business travelers. He has worked in the US, Switzerland and Japan, where he also advised on and prepared Japanese income taxes. Chad brings 16 years experience from the Big Four and an additional 3 working for smaller regional firms. Chad is an Enrolled Agent, Certified Financial Planner and Global Mobility Specialist.

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Teresa Sy-Him - CPA, MST - Principal
Beyond Borders US Tax Services GmbH

Teresa is a US licensed Certified Public Accountant (CPA) from the state of Virginia and obtained a master’s degree in taxation (MST) from The George Washington University in Washington DC.She has 22 years of US tax experience, which includes a solid 17 years working for the Big 4 accounting firms. Prior to her career move to Switzerland in 2013, she worked in the US, Belgium, Bermuda, The Netherlands, Hong Kong, and Canada where she managed major companies’ expatriate tax programs.

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Moore Emerson GmbH
Grensy Quintero, CPA – Senior Manager
Moore Stephens Emerson GmbH

Grensy Quintero has wide-ranging experience developing and implementing international tax planning initiatives for foreign corporations and high net worth clients, including international tax compliance, expatriate taxation, and tax accounting under US GAAP. Her areas of specialty include FATCA and CRS consulting and reporting, and US tax reform – international provisions (CFC and PFIC). She speaks English and Spanish and passed the Level 1 Chartered Financial Analyst exam administered by the CFA Institute.

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Darlene Hart - Founder and CEO
US Tax & Financial Services Sarl

Darlene Hart is CEO & founder of US Tax & Financial Services (est. 1986), a global tax company with offices currently in London, Zurich, and Geneva.  She has over 30 years of tax, accounting, financial and retirement planning experience, working with international Big 4 firms in financial planning and initiating systems and policies.

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Pavla Melkova, EA, CFE - Owner
Taxpat

Pavla Melkova is an Enrolled Agent authorized to represent her clients in front of the Internal Revenue Service, with twenty years of experience in the financial industry and six years specializing in the preparation and filing of US tax returns with the Internal Revenue Service on behalf of taxpayers residing outside the U.S.

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Jean-Marie Mettraux - Owner
JM Conseil

Originally from the French part of Switzerland, I have been based in Zurich since 2006. After my master’s degree I started working for the Claims Resolution Tribunal of the Holocaust Victim Assets Litigation against Swiss Banks and other Swiss Entities. After this process was over and the assets redistributed, I started working for an international law boutique in Zurich specializing in cross-border tax service as a member of the US team that focuses on individuals and trusts with US tax problems. After a few years I was promoted to Director of a new US tax accounting firm I helped found. I managed the firm from the beginning with the partners and within 1.5 years developed it into a successful US tax firm before deciding to create my own company using my US and international compliance and tax knowledge.

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AMERICANS WELCOME ★ SWITZERLAND is not in the position to provide US tax advice or suggestions and you must consult with a qualified tax expert.
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