U.S. · Germany · Switzerland
Cross-Border Tax Advice and Filing for the U.S., Germany and Switzerland
For U.S. citizens and Green Card holders abroad, German or Swiss residents with U.S. income or assets, people moving between countries, and cross-border business owners.
TaxRep coordinates the relevant tax systems through one primary adviser. Residency, tax classification, treaty positions, foreign tax credits, reporting obligations and filings are considered together rather than country by country in isolation.
TaxRep is designed for cross-border situations such as:
Not Just a Referral or Coordination Model
One Adviser Means More Than One Point of Contact
Your primary adviser does not simply coordinate separate U.S., German or Swiss country advisers and pass information between them.
The cross-border lead considers how the relevant tax systems and tax treaties interact and develops the connected tax position across the jurisdictions involved.
You therefore do not have to manage the technical or organizational interface between several country specialists yourself.
See how the TaxRep model differs from a traditional multi-adviser modelWhy Coordination Matters
The Same Situation Can Produce Different Tax Results in Different Countries
Cross-border tax problems usually arise at the point where two tax systems meet. Looking at only one country can leave important consequences in the other country unresolved.
Different Tax Classifications
A business entity, retirement account, investment or transaction can be classified differently in the United States and in Germany or Switzerland. The result in one country therefore cannot always be determined independently from the other.
Two Filing Systems, One Set of Facts
Income, residency, source rules, treaty positions, foreign tax credits and reporting obligations should tell a consistent story across both tax systems and the relevant returns.
One Decision Can Affect Both Countries
Moving, taking a pension distribution, restructuring a business, selling investments or transferring assets may trigger consequences on both sides of the border.
Who We Help
Built for People Whose Tax Situation Crosses Borders
TaxRep focuses on situations in which U.S. tax rules interact with German or Swiss taxation.
U.S. Citizens and Green Card Holders Abroad
Living or working in Germany or Switzerland while remaining subject to U.S. tax and information-reporting obligations.
German or Swiss Residents with U.S. Assets
U.S. brokerage accounts, retirement plans, property, trusts, businesses or other income and investments that interact with local taxation.
Individuals and Families Moving Across Borders
Moving from the United States to Germany or Switzerland, or moving to the United States, with assets, pensions, investments or businesses in more than one jurisdiction.
Cross-Border Founders and Business Owners
Entrepreneurs with LLCs, corporations, self-employment or business activity that needs to be analyzed under more than one tax system.
Choose Your Cross-Border Relationship
Start With the Countries That Apply to You
Explore the country pair that matches your situation for guidance on residency, filings, investments, businesses, pensions, property, inheritance and other cross-border issues.
United States & Germany
Coordinated U.S.–German tax guidance for Americans in Germany, Germans in the United States, founders, investors and families with filing or planning issues in both countries.
Explore U.S.–Germany TaxUnited States & Switzerland
Coordinated U.S.–Swiss tax guidance for U.S. citizens and residents in Switzerland, Swiss residents with U.S. investments or businesses, and families exposed to both tax systems.
Explore U.S.–Switzerland TaxCommon Situations
Start With Your Situation, Not With a Tax Form
Cross-border tax advice is most useful when the complete situation is considered before individual forms or country-specific filings are prepared.
Moving & Tax Residency
Departure and arrival dates, residence, treaty tie-breakers, pre-move planning and split-year tax consequences.
Dual Tax Filing & Foreign Tax Credits
Coordinating U.S. and local tax returns, treaty positions, foreign tax credits and the allocation of income between countries.
IRA, Roth IRA & 401(k)
Contributions, distributions, retirement planning and the interaction between U.S. retirement rules and taxation in Germany or Switzerland.
Investments & Reporting
Brokerage accounts, funds, capital gains, foreign financial assets, FBAR, FATCA and different classifications of investment products.
LLCs, Companies & Self-Employment
Entity classification, management, permanent establishments, owner taxation and cross-border business income.
Inheritance, Gifts & Cross-Border Assets
Estates, gifts, trusts, property and family wealth where ownership, residence or beneficiaries connect more than one country.
The TaxRep Difference
One Primary Adviser Across the Relevant Tax Systems
Cross-border tax work is often fragmented between advisers who each look primarily at their own jurisdiction.
TaxRep is structured around a different model. The cross-border lead considers how the relevant U.S., German and Swiss tax rules interact and develops the connected tax position across the jurisdictions involved.
The role is therefore not limited to forwarding information or coordinating separate country specialists. The technical cross-border interface itself is part of the advisory responsibility.
Learn how the TaxRep cross-border model worksHow We Work
From the Cross-Border Question to a Coordinated Position
The scope depends on your situation. The process is designed to establish the relevant facts and tax treatment before implementation.
Initial Consultation
We identify the jurisdictions, relevant facts, immediate risks and the questions that need to be resolved.
Document & Fact Review
Relevant returns, account information, agreements and supporting documents are reviewed as required for the engagement.
Cross-Border Analysis
The interaction between the relevant tax systems is analyzed so that the position is not developed in one country only.
Filing & Implementation
Where included in the engagement, the agreed position is implemented through tax filings, reporting or the required follow-up steps.
Your Tax Situation Crosses Borders. Your Advice Should Too.
Tell us which countries are involved and what you need help with. We can identify the relevant cross-border issues and determine the appropriate scope for analysis, filing and follow-up.