Terms & Conditions

1. Scope of Advisory Services

US/UK Cross Border Tax Group provides specialized technical tax structuring, compliance oversight, and strategic advisory services for US and international tax jurisdictions. Our services include:

• Federal and state tax planning and preparation
• International tax compliance (FBAR, FATCA, Form 8938)
• Business entity structuring and advisory
• Estate and trust tax planning
• IRS representation and audit defense
• Cross-border tax optimization

We do not provide investment advice, legal counsel outside tax law, or guaranteed tax outcomes. All strategies are subject to applicable tax laws and regulations.

2. Engagement Terms

All client engagements are formalized through a written Letter of Engagement (LoE) or engagement letter that specifies:

• Scope of services to be performed
• Fee structure and payment terms
• Jurisdictional coverage (US federal, state, and/or international)
• Timeline and deliverables
• Client responsibilities and data requirements

Services commence only upon signed engagement agreement and receipt of required retainer or initial payment.

3. Client Responsibilities

Clients are solely responsible for:

• Providing complete, accurate, and timely financial information
• Maintaining adequate books and records
• Disclosing all material facts relevant to tax positions
• Reviewing all tax returns and filings before submission
• Making timely payments to tax authorities

US/UK Cross Border Tax relies on client-provided data integrity. We assume no liability for errors arising from incomplete or inaccurate client information.

4. Fees and Payment

Our fee structure may include:

• Fixed project fees for defined scope work
• Hourly billing for advisory and consultation
• Retainer arrangements for ongoing services
• Value-based fees for complex transactions

Payment terms:

• Invoices are due upon receipt unless otherwise agreed
• Outstanding balances accrue interest at 1.5% per month
• We reserve the right to suspend services for non-payment
• No refunds on completed work or filed returns

5. Limitation of Liability

To the fullest extent permitted by law:

• Our total liability shall not exceed the fees paid for the specific service giving rise to the claim
• We are not liable for consequential, indirect, or punitive damages
• We do not guarantee specific tax outcomes or savings
• Clients acknowledge that tax law is subject to change and interpretation

6. Confidentiality

We maintain strict confidentiality of all client information in accordance with IRS Circular 230 and applicable privacy laws. Client data is protected through encryption, secure portals, and multi-factor authentication. We do not disclose client information to third parties without consent, except as required by law or necessary for tax filing purposes.

7. Regulatory Compliance

US/UK Cross Border Tax operates in compliance with:

• Internal Revenue Code and Treasury Regulations
• IRS Circular 230 (Practice Before the IRS)
• State board of accountancy requirements (where applicable)
• Bank Secrecy Act and anti-money laundering provisions
• GDPR and applicable data protection regulations

8. Termination of Services

Either party may terminate the engagement:

• With written notice as specified in the engagement letter
• Immediately for breach of contract or non-payment
• Upon completion of the agreed scope of work

Upon termination, client will pay for all services rendered through the termination date. We will cooperate in transferring files to successor advisors subject to full payment of outstanding fees.

9. No Attorney-Client Privilege

Unless separately licensed as attorneys, our communications and work product are not protected by attorney-client privilege. Communications may be subject to IRS summons or legal discovery. For privileged legal advice, clients should consult with qualified tax attorneys.

10. Governing Law

These Terms and Conditions are governed by the laws of the State of Delaware, United States. Any disputes shall be resolved exclusively in the federal or state courts located in Delaware, and all parties consent to such jurisdiction.

11. Modifications to Terms

US/UK Cross Border Tax reserves the right to modify these Terms and Conditions at any time. Updated terms will be effective immediately upon posting to our website or notification to clients. Continued use of our services constitutes acceptance of modified terms.

12. Contact Information

For questions regarding these Terms and Conditions, please contact:

US/UK Cross Border Tax Group
Email: hello@usukcrossbordertax.com
Phone: 0333 880 7974

London Headquarters:
4 Crown Place, London EC2A 4BT

Manchester Office:
CORE, Brown St, Manchester M2 1DH

New York Office:
33 Irving Pl, New York, NY 10003

San Francisco Office:
600 California St, San Francisco, CA 94108