USTAXFS - Key Persons
Andrew Aldridge has over 40 years of domestic and international tax experience. Prior to joining US Tax & Financial Services, he served as Manager of the Tax Department of Commercial Financial Services, Inc., a major debt resolution company in the US, where he was responsible for the worldwide tax affairs of the company.
Andrew also worked for over 18 years with Phillips Petroleum Company, a Fortune 50 energy company where he served in both the tax and legal departments. During this time, he spent over five years in the UK as Tax Counsel for Phillips, focusing primarily on international financing issues.
Andrew's current focus is on the US and international tax aspects associated with non-US trusts and their US beneficiaries; specifically planning to meet the complex US income tax compliance and informational reporting associated with such trusts.
As the US tax system has become more and more complex, Andrew also assists those US taxpayers who wish to give up their US citizenship while minimizing the impact of the confiscatory Exit Tax now imposed on expatriation.
Andrew holds an LL.M. from Southern Methodist University, a J.D. from the University of Oklahoma and a B.A. from the University of Kansas. He is a licensed attorney in the state of Oklahoma.
Ashish Jain has been practising US tax since 2010. He first worked at Ernst & Young LLP in Bangalore, India until early 2016, when he joined US Tax & Financial Services and moved to London. During his six years at Ernst & Young, Ashish progressed to Assistant Manager and gained experience with US tax compliance and consultation services (both Federal and state) for US residents and US non-resident individuals.
Ashish primarily assists clients with their US and global tax obligations; bringing them into compliance with their tax filings and advising them on how to avoid double taxation in any two jurisdictions, where possible. He also helps clients to get up-to-date with any delinquent US tax returns under US Voluntary Disclosure Programs.
Ashish holds a bachelor's degree in Commerce from Bangalore University and is also a registered IRS Enrolled Agent (EA).
Job Titles:
- International Corporate Tax Director
A lawyer with 25 years' US domestic and international tax experience, Brad advises on corporate structures, private investors, venture capital, and private equity funds. He has Big 4 experience in both the US and Europe (Arthur Andersen, ...
Job Titles:
- CEO
- FOUNDER
- CEO & Founder of US Tax
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.
Her expertise has drawn the attention of Fortune 500 companies and she is known and sought after for her dynamic presentations on tax and financial matters, including the growing global transparency of the tax industry, to other professionals, banks, investors, accountants and the general public. Today much of her efforts are devoted to helping private clients become compliant with their US taxes through various options including Voluntary Disclosure, and the surfacing of undeclared funds to the appropriate authorities; and to advising banks and financial institutions on the US government's FATCA legislation, which directly affects their relationships with their US clients.
Darlene is currently working with a number of trust companies on FATCA compliance and advising, assisting and training on US GAAP and tax accounting, and with the preparation of US tax returns for foreign trusts, partnerships and corporations.
Darlene holds a BS in Accounting and a MS in Tax from the University of Houston. She is an Enrolled Agent and member of the Association of International Accountants.
Job Titles:
- Corporate Development Director
- Senior Business Development Professional
David Lewis is a senior business development professional, with 20 years of experience in sales and business development roles in the professional services sector.
David's role at USTAXFS is to identify potential clients, learn about and understand their needs, introduce the right practitioners and solutions, and secure new business, alongside our professional teams. He also provides coaching and support in sales situations to help professional staff at all levels to succeed outside their comfort zone. David maintains ongoing relationships with new clients to ensure delivery and client satisfaction.
Following his business development roles in the technology sector and prior work with EY and BDO, David now runs corporate development for USTAXFS.
David holds an MBA in International Business from the ECSP Europe and a BSc in Computer Science from the University of Manchester.
Job Titles:
- Private Client Tax Director
David Daley has extensive experience in both Individual and Corporate (Business) US Tax and is based in our London office. Dave began his career at Arthur Andersen, where he became one of their youngest Tax Partners in history. He delivered tax ...
Job Titles:
- Tax Adviser
- Tax Director, Private Client Group
Glenn Snow is a dual-qualified tax adviser with over 16 years of experience advising individuals on US and UK tax matters. Glenn joined USTAXFS from EY Frank Hirth, where he worked in both London and New York in tax advisory and compliance for US-connected individuals, including the complex specialism of US and UK cross-border tax planning.
Job Titles:
- Director at US Tax & Financial Services SARL
- Tax Director
Gregory Dean is a director at US Tax & Financial Services SARL, based in our Geneva office. Greg is a US attorney with over 20 years' experience working internationally advising private clients, family offices, financial institutions, and fiduciary companies on planning and US tax matters.
Greg works in our Estates and Trusts team advising on trust planning and related US tax and tax reporting.
His experience includes planning for foreign individuals investing in the United States and for US persons living and investing outside the United States. He regularly works with trustees and company directors in establishing estate and dynasty plans and helps to ensure effective management and compliance of family and business structures.
Greg also has in-depth experience assisting US taxpayers with all aspects of voluntary disclosures and tax examinations with the IRS.
Greg has a J.D. from the University of Denver and served his alma mater as an adjunct professor of international law there before returning to live in Europe.
Job Titles:
- Chartered Tax Adviser
- Tax Director, Private Client Group
Harry Swift is a dual-qualified Chartered Tax Adviser with over 15 years of experience advising individuals on US and UK tax matters. Harry joined USTAXFS from Deloitte where he worked in the US/UK High Net Worth team specialising in advising HNW private clients as well as individuals in the Sports and Entertainment industries. Prior to joining Deloitte, Harry started his career with Buzzacott in their US/UK High Net Worth team.
Harry currently heads the USTAXFS US/UK private client tax team and focuses on individuals with both US and UK tax issues helping them navigate the increasingly complex world of having tax obligations in two (and possibly more) jurisdictions. Harry and his team advise their clients on tax planning opportunities and their compliance obligations. For this purpose, he enjoys working closely with the clients and their other advisers. His typical clients include US citizens and green card holders with international tax considerations as well as people moving to or with investments in the US.
Harry holds an LLB from Exeter University. He is an IRS Enrolled Agent and a member of the Association of Taxation Technicians (ATT).
Job Titles:
- Corporate Tax Director
- Tax Director in the Corporate Tax
- Tax Director in the Corporate Tax Division
Inna Ganz is a Tax Director in the Corporate Tax division at USTAXFS. She has over 14 years of international tax experience working with multinational clients in the areas of international merger and acquisition planning, US foreign tax credit planning, repatriation strategy development, Subpart-F deferral planning, foreign holding company structuring, and offshore supply chain planning.
Prior to joining USTAXFS, Inna was a Principal within the International Tax division at GHJ, an accounting, tax and advisory firm headquartered in California, where she managed all US/International tax engagements. Before GHJ, Inna was a director at PwC in its International Tax Services division where she advised companies on US tax compliance requirements and assisted multinational companies with structuring and implementation of cross-border transactions.
Based in Geneva, Inna currently manages the corporate tax compliance and advisory practice in Switzerland. She oversees new business development, and client services and advises global clients on US corporate tax compliance and planning. Her expertise is valued by PE/VC firms and other alternative funds across a range of sectors including technology, pharmaceuticals, manufacturing, automotive, and financial services.
Inna holds an M.S. in Taxation from the University of Illinois and a B.S. in Accounting from the Leonard N. Stern School of Business. She is a CPA in the state of California and a member of AICPA.
Job Titles:
- Corporate Senior Tax Manager
James Debate joined USTAXFS from the US Business Tax Group at Deloitte in London. He is experienced in delivering tax consulting and compliance services across a range of industries; predominantly focused on the financial sector, with exposure to private equity and hedge funds.
James' consulting experience covers a broad range of topics, including FATCA compliance, transfer pricing studies, and US expansion for businesses.
James has an LL.B. in Law from The College of Law and a BSc from Imperial College London. He achieved his Enrolled Agent qualification in 2015 and currently advises European businesses on all aspects of US taxation.
Job Titles:
- Corporate Senior Tax Associate
Lavanya Parthasarathy is a qualified accountant with over 5 years of experience in US business tax compliance and advisory services. Lavanya started her tax career at EY India and EY New York, before moving to their London office in 2016 (later EY Canary Wharf), where she was reviewing Partnership US tax returns, including informational returns for private equity and real estate.
Job Titles:
- Registered IRS Enrolled Agent and Certified Acceptance Agent
- Tax Director, Private Client Group
Patricia Lydon is a registered IRS Enrolled Agent and Certified Acceptance Agent (CAA) for ITIN Services. She started her career with US Tax & Financial Services in 1996. Leaving the company in 1999 to gain further experience at a Big 4 firm, she joined Ernst & Young and worked in their High Net Worth Group. She returned to US Tax & Financial Services in 2003.
Patricia has over 20 years of experience providing tax return and consultation services for both Individual US Federal and State taxes, for US resident and US non-resident individuals. She assists clients in getting up-to-date with their US tax returns under US Voluntary Disclosure Programs by filing past-due years. Patricia also helps clients to relinquish their US citizenship or Green Card and provides tax planning and consultation on various other US tax issues.
As a Certified Acceptance Agent for ITIN, she assists US non-resident individuals in applying for their Individual Taxpayer Identification Number and certifying their documents.
Patrick Hoza has over 27 years of experience with US individual expatriate taxation, including High Net Worth Individuals, streamline/voluntary disclosure filings and tax consulting, as well as working with large multinationals like Novartis, BP, Hewlett Packard and General Electric. He has extensive knowledge in serving both US expatriates and resident and non-resident aliens with their US tax-related issues.
Patrick started his career in 1990 in California, with Westpro Ltd., as a Senior Tax Consultant, then spent the middle part of his career working at KPMG and Ernst & Young. During his time with Ernst & Young, he worked and lived in Russia, France and finally Switzerland. He has gained valuable working knowledge of the respective income tax regulations in all of these countries.
Patrick holds a B.A. in International Relations from the University of Colorado, is a member of the National Association of Enrolled Agents and is a Certified Acceptance Agent.
Job Titles:
- Tax Manager
- Registered IRS Enrolled Agent
Sachin Vadgama is a registered IRS Enrolled Agent and dual tax handler in US & UK tax compliance. He started his career in India as a Tax Consultant before joining Deloitte, working in India and Canada. He joined USTAXFS in 2019, advising High Net Worth Individuals, and leads one of USTAXFS' offshore tax teams.
Sachin has over 10 years of experience engaging clients, providing tax services for individuals as well as global mobility, global payroll clients, and gift & estate tax compliance. He also works closely with our trust team on foreign trust reporting for US Individuals.
He is an IRS Enrolled Agent, with a Bachelor of Commerce from Osmania University, Hyderabad and a Post Graduate Diploma in Business Management from Osmania University, Hyderabad.
Sina has 9 years of US/UK private clients, fund partnerships and expat tax experience and is a tax manager in our Private Client Group. Prior to joining USTAXFS, Sina was employed by PwC in London, where he advised clients on US/UK tax compliance including gift and ...
Job Titles:
- Corporate Associate Director
As Corporate Associate Director, Stacy is responsible for new business development and client services including managing client relationships and engagements effectively and providing leadership to the Corporate tax team.
Stacy Martin is a CPA with 15 years of US tax experience and is an associate director in our corporate tax compliance and advisory practice. She was previously employed as a senior manager at KPMG and EY in the US and UK.
Tariro holds a BSc in Accounting and Finance (1 st class) from the University of Plymouth. He is an IRS Enrolled Agent and a member of the Institute of Chartered Accountants in England and Wales (ICAEW).
Tariro has 9 years of US partnership and corporate tax experience and is a corporate tax compliance and advisory practice manager. Prior to joining USTAXFS, Tariro was employed by KPMG in Guernsey and EY Frank Hirth in London.
Job Titles:
- International Trust Tax Director
Tas Meghani has 20 years of US/UK tax experience. Prior to joining USTAXFS, Tas worked with EY Frank Hirth in their Trust Tax Team. Tas has previously worked with USTAXFS in both the Swiss and London offices. Before that, she worked with Buzzacott and PWC in their US/UK private client tax teams.
Tas currently heads our global trust tax team and focuses on the US and international tax aspects associated with non-US trusts and their US beneficiaries; specifically planning to meet the complex US tax compliance and informational reporting associated with these trusts. Tas spends time working closely with trustees, family offices and wealth advisors on various US trust tax issues arising from US taxpayers having associations with non-US trusts and estates.
She has significant experience in assisting individuals looking to expatriate from the US and helping delinquent taxpayers get back into the IRS system under the IRS amnesty programmes.
Tas holds an LL.M in Taxation from University College London and is an IRS Enrolled Agent.
Tas Meghani has outlined what it means to be a beneficiary of a trust, the three basic types of trust where US inco… https://t.co/njGo0OG2h3 about 11 months ago
Job Titles:
- Senior Tax Manager
- Chartered Tax Advisor
Varinder Kaur is a dual-qualified Chartered Tax Advisor with over 9 years of experience in advising individuals on UK and US tax matters.
Varinder joined USTAXFS from Blick Rothenberg (formerly Westleton Drake) where she worked in the entrepreneurial private ...