Q: What services do you provide?
A: We provide end-to-end personal tax preparation support for US and UK returns, including guidance on required documents, calculations, and filing readiness.
Q: Where are you based?
A: We are based in the United Kingdom.
Q: Do you handle both US and UK taxes for the same client?
A: Yes. We support clients who need both US and UK filings, helping align information across returns where relevant (e.g., income, taxes paid, and reporting dates).
Q: Do you e-file US tax returns?
A: US tax returns are currently prepared for paper filing (as we are a UK-based/foreign preparer). We provide clear, signature-ready documents and mailing instructions.
Q: Do you e-file UK tax returns?
A: Yes. UK Self Assessment tax returns are typically filed electronically once we receive your approval and required authorisations.
Q: Who do you typically work with?
A: Common client profiles include:
US citizens / Green Card holders living in the UK
Individuals with US filing obligations and UK income
UK residents with US income, assets, or reporting needs
Individuals needing to file only UK or US returns
Q: What information do you need to get started?
A: We typically start with a short intake questionnaire and request documents such as: income statements, bank interest, investment details, pension information, and prior-year returns (US/UK as applicable).
Q: How do you protect my personal data (UK GDPR)?
A: We take confidentiality seriously and handle personal data in line with applicable data protection expectations (including UK GDPR principles), using access controls and secure storage practices.
Q: Can you amend a previously filed return?
A: Yes. If you discover an error or receive new information, we can advise on amendment options and prepare revisions where appropriate.
Q: Do you offer consultations before I commit?
A: Yes. We can arrange an initial discussion to understand your situation, confirm scope, and outline next steps.
Q: How do your fees work?
A: Fees depend on complexity (e.g., number of income sources, investments, cross-border reporting). We share pricing after a short initial assessment.
Q: What payment methods do you accept?
A: We can share available payment options during onboarding or when issuing the engagement invoice.
Q: Do you provide tax advice or only tax preparation?
A: We provide tax preparation support and guidance based on the information you provide. For complex planning or legal matters, we may recommend specialist advice where appropriate.
Disclaimer: Information on this website is for general guidance only and does not constitute legal or financial advice. Each individual’s tax situation is unique.