US–UK tax advisors, prepared together
Two tax systems. One set of figures.
Tax returns for Americans in the UK, without the double handling. We prepare US federal returns, FBAR and FATCA reports, IRS Streamlined submissions and UK Self Assessment from one set of figures, so what is filed in one country matches what is filed in the other.
- Email-first, so every figure and decision is documented.
- Written fee agreed before any work starts.
- Every return reviewed by a second person.
US · IRS · Form 1040-ES
Estimated tax payment 4
15 January 2027
UK · HMRC · SA100
Online Self Assessment return and balancing payment
31 January 2027
What we prepare
Compliance work first. Advisory when it is actually needed.
Most of our clients need the same core filings every year. We keep those accurate, consistent and on time, and we tell you when a situation needs written advice before a return.
- US federal returns01
US tax returns
Form 1040 preparation for US citizens and green card holders living in the UK, with FBAR, Form 8938, FEIE and Foreign Tax Credit handled together.
Learn more - Catching up02
Streamlined filing
Catch up on missed US tax returns and FBARs through the IRS Streamlined Foreign Offshore Procedures: 3 years of returns, 6 years of FBARs and Form 14653, prepared from the UK.
Learn more - HMRC returns03
UK Self Assessment
UK Self Assessment tax returns prepared alongside your US filing: residence, the foreign income and gains regime, US pensions and investments reported correctly to HMRC.
Learn more - Both returns, one file04
US–UK tax returns
Both your US and UK tax returns prepared by one team from one set of figures, so credits, treaty claims and reporting agree on both sides.
Learn more - Foreign account reporting05
FBAR & FATCA
FinCEN Form 114 (FBAR) and Form 8938 preparation for Americans in the UK: thresholds checked, accounts aggregated, pensions and ISAs treated correctly.
Learn more - US withholding06
W-8BEN & withholding
Help completing Forms W-8BEN and W-8BEN-E for UK residents and UK companies receiving US income, including treaty claims to reduce US withholding.
Learn more
Need planning, business or trust work? See advisory.
Key figures
The numbers that decide your position
- $10,000
- Combined highest balance of non-US accounts that triggers an FBAR
- Source: IRS — Report of Foreign Bank and Financial Accounts (FBAR)
- 3 + 6
- Years of returns and FBARs in a Streamlined Foreign Offshore submission
- Source: IRS — Streamlined Foreign Offshore Procedures
- $130k
- Foreign Earned Income Exclusion for the 2025 tax year
- Source: IRS — Foreign Earned Income Exclusion
- 31 Jan
- UK Self Assessment online return and balancing payment (tax year ends 5 April)
- Source: GOV.UK — Self Assessment tax returns: deadlines
Free tools
Work out where you stand before you speak to anyone.
Each tool applies the published IRS, FinCEN or HMRC rule to your figures, names its source and tax year, and stores nothing.
- 01
Do I need to file?
US return, FBAR, Form 8938 and UK Self Assessment, with the reason for each.
Learn more - 02
FBAR threshold checker
Add your UK accounts and see whether they cross US$10,000 together.
Learn more - 03
UK residence test
HMRC's day counts and UK ties, for arrivers and leavers.
Learn more - 04
FEIE vs foreign tax credit
Compare the two main US reliefs on your own figures.
Learn more
Who we help
Find the situation that matches yours.
An American who arrived last year, a dual citizen with pensions on both sides and someone who has just learned they are a US citizen each need different things. Each page sets out the filings, the traps and the service that fits.
London
Washington
New YorkProcess
How an engagement runs
- 01
Short enquiry
Where you live, the years involved, what has been filed, and every source of income in each country.
- 02
Written quote
We reply within 2 working days with the returns and forms needed and the fee.
- 03
Onboarding
Identity checks, a signed engagement letter, and a tailored document list in your portal.
- 04
Preparation and review
Prepared by a qualified specialist and reviewed by a second person. You approve each document in the portal.
- 05
Filing and records
Filed with the IRS, FinCEN or HMRC as required. Everything stays in your portal for next year.
What we deliberately do not do
- No free consultations or free assessments. Paid 20-minute consultations: £400 individuals, £600 businesses.
- No promises about outcomes, refunds or penalty relief. We commit to accurate, complete, properly disclosed work.
- No representation before the IRS or HMRC. We prepare the filings and figures; correspondence stays in your name.
- No investment or financial advice. Tax consequences only; we are not FCA-regulated.
FAQ
Questions we are asked
Do I have to file a US tax return if I live in the UK?
Yes, if you are a US citizen or green card holder with income above the filing threshold. The US taxes on citizenship. Paying UK tax usually reduces or removes what you owe, but the return still has to be filed.
How do you work?
By email and through your client portal. You send a short enquiry, we reply within two working days with what is needed and a written fee, and nothing starts before you have agreed it. We do not offer free consultations; paid 20-minute consultations are available where a conversation is genuinely needed.
What does it cost?
Fees depend on the returns, forms and years involved, so we quote only once we know all your sources of income and your filing history. The quote is in writing and is the fee you pay, unless the facts change.
Can you deal with the IRS or HMRC for me?
We prepare and file returns, amendments and the figures needed to respond to a notice. Correspondence with the tax authorities stays in your name; we do not act as your representative.
Do you give investment advice?
No. We explain the tax consequences of your options. We are not FCA-regulated and the investment decision stays with you or your financial adviser.
Get started
Tell us your situation
Where you live, which years are involved, what has been filed, and every source of income in each country. We reply by email within two working days with what is needed and a written fee. No free consultations, and no work starts before you have the quote.