18+
Years of Complex Multi-Jurisdiction Filings
Tax preparation is often treated as a year-end formality. At US/UK Cross Border Tax, we treat it as year-round work. Our process begins with understanding your complete financial picture: income streams, entity structures, cross-border exposures, and planned transactions.
Our tax planning and preparation practice covers US federal and state obligations, from individual income returns (Form 1040) to complex corporate filings (Form 1120/1120S/1065). Every return we prepare is backed by a documented tax strategy built to withstand IRS inquiry and to compound savings over multiple years.
We serve clients ranging from early-stage growth businesses to ultra-high-net-worth families with global assets, through a single advisory relationship that covers all their tax obligations.
How we deliver this service.
A rigorous, phase-driven process ensures nothing is missed and every position is defensible.
Financial Discovery & Tax Diagnostic
We review your prior-year returns, current entity structure, income sources, and planned events. This surfaces missed deductions, incorrect elections, and high-risk positions before they become liabilities.
Multi-Year Tax Strategy
We design a forward-looking tax plan that models how business decisions affect your liability, including asset purchases, entity elections (S-Corp vs. C-Corp), retirement contributions, and the timing of income recognition.
Documentation Assembly & Review
We gather all source documents, reconcile income and expense reports, and verify third-party data (W-2s, 1099s, K-1s) against your own records before any filings are prepared.
Return Preparation & Technical Review
Every return is prepared and then reviewed by a senior tax advisor as a mandatory second check. For complex returns, a specialist in the relevant area (international, crypto, real estate) conducts a third review.
Client Review & Electronic Filing
You review a clear summary of your return before it is filed. We walk through key numbers, explain any positions taken, and obtain formal sign-off. All filings are transmitted electronically with IRS/state acknowledgment tracking.
Year-Round Monitoring & Planning
Tax planning does not end at filing. We schedule quarterly check-ins to update your tax estimates, model upcoming transactions, and adjust your strategy as tax law changes.
Planning Architecture
Savings compound when planning comes first.
The most costly tax mistakes are not errors on a return. They are decisions made without tax modeling beforehand. When a business owner selects an entity type, when a family sells appreciated stock, when a fund manager takes a liquidity event: those moments determine years of tax liability. Our Tax Planning practice is built around being in the room before those decisions are made.
We coordinate every financial decision across your personal, corporate, and trust structures to minimize cumulative tax leakage. Section 199A QBI deductions, accelerated depreciation under MACRS (Bonus Depreciation / Section 179), and retirement contribution limits (Solo 401k, SEP-IRA) are modeled together, not as standalone items.
Specializations include: qualified opportunity zone (QOZ) investments, tax-loss harvesting for stock portfolios, R&D credit substantiation (Section 41), and domestic production deductions (Section 250/FDII).
Tailored for every client profile.
Entity & Structure Advisory
Entity selection pays off for years.
The choice of legal entity is one of the highest-leverage decisions a business owner makes, yet it is often made without tax modeling. An S-Corporation election can save a profitable small business owner tens of thousands in self-employment tax annually. A C-Corporation structure can unlock significant long-term capital gains advantages under Section 1202 QSBS. The wrong choice costs you again every year.
Our Tax Planning team models your current income, projected growth, exit timeline, and distribution strategy to identify the right structure. We then handle the election process (Form 2553 for S-Corp, Form 8832 for entity classification) and set up payroll, distributions, and accounting so the structure's benefits hold from day one.
Key analysis areas: S-Corp vs. LLC vs. C-Corp optimization, reasonable compensation studies, profit distribution planning, and Section 1202 QSBS eligibility assessment.
IRS Risk Management
Every return we file is a return we can defend.
The IRS selects returns for examination based on a statistical scoring model (DIF), specific triggers, and random selection. Audit risk cannot be eliminated, but it can be managed. We build audit defense into preparation from the start: every non-standard position is supported by a written technical memorandum before the return is ever filed.
We keep a complete, organized working paper file for every return we prepare, including source documents, reconciliations, and position substantiation. If an IRS or state notice arrives, our team responds without delay. For formal examinations, our IRS Representation practice takes over with a structured defense, from initial contact through Appeals if necessary.
Proactive risk management: documentation standards aligned with IRC § 6662 accuracy-related penalty thresholds, and written disclosure statements (Form 8275) for reportable positions.
Ready to build a tax strategy that compounds?
Talk to a US/UK Cross Border Tax advisor about modeling your specific tax situation. No obligation, no generic advice.
Specific deliverables, precisely documented.
“Every position we take is documented, defensible, and designed to compound value across multiple years.”
Technical clarifications.
Answers to the most frequently asked questions about how this service works in practice.
Tax preparation documents last year's income and deductions to compute liability. Tax planning shapes decisions before they are made (selecting the right entity type, timing asset sales, maximizing retirement contributions) to reduce future liability. Both matter, but planning creates the compounding savings that preparation alone cannot recover.
Immediately. The planning decisions that matter most (entity election, contribution limits, asset purchase timing, and income deferral) all have deadlines within the tax year. December planning is largely too late to affect the current year's liability. We recommend quarterly planning sessions to model events as they unfold.
We assign a lead tax advisor to your account who coordinates all income streams (W-2, 1099, K-1, foreign, crypto) and makes sure each is treated correctly under current law. For specific technical areas such as international, crypto, or real estate, a dedicated specialist reviews those components, so you get depth without losing cohesion.
Yes. We regularly help clients catch up on multiple years of unfiled returns, manage the IRS's Voluntary Disclosure or Streamlined Filing programs, and negotiate reasonable cause penalty abatement. Dealing with prior-year non-compliance early keeps the exposure as small as possible.
Yes. Multi-state filings are a standard part of our practice, including apportionment analysis, nexus determination, composite returns for business partners, and residency/domicile planning for individuals who have moved between states.
Any IRS notice received on a return we prepared is handled by our team at no additional charge for correspondence-level matters. For examination or audit, our IRS Representation practice takes over with a documented plan of action. You never face the IRS alone.
Related services.
Two Tax Systems, One Team
Email Us
hello@usukcrossbordertax.comLondon Headquarters
4 Crown Place
London EC2A 4BT
United Kingdom
Manchester
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Brown St, Manchester M2 1DH
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