Germany · Switzerland · United States
Personal Cross-Border Tax Advice Without the Hand-Offs
One primary adviser manages your entire cross-border tax case, personally assesses how German, Swiss and U.S. tax rules interact with the relevant tax treaties, and develops the connected tax positions as one overall case.
From the initial tax analysis and filings through assessments, foreign tax credits, tax authority questions and required amendments, the same adviser remains involved in your cross-border matter.
Why our cross-border model is differentWhat Makes TaxRep Different
One adviser. One substantive view across the relevant tax systems.
International tax matters often involve more than one country at the same time. Residence, employment, businesses, ownership interests, investments, real estate or retirement arrangements may create very different tax consequences in Germany, Switzerland and the United States.
The most difficult questions frequently arise not within one tax system, but at the point where two systems interact.
Your case is therefore not simply passed between separate country advisers. Your primary adviser personally assesses the interaction of the relevant tax systems and treaty rules and develops the cross-border tax position with all affected jurisdictions in mind.
One Cross-Border Tax Position
The tax positions are developed together before either return is filed.
A German, Swiss or U.S. tax return may be technically correct when viewed on its own and still produce a poor cross-border result if the underlying positions were developed independently.
Tax residency, income sourcing, withholding taxes, treaty rules, foreign tax credits, ownership interests, retirement arrangements and transaction timing can affect more than one jurisdiction at once.
We therefore develop the connected tax positions together before filing and then implement them consistently across the relevant returns.
Services
Our Four Core Service Areas
German tax advice is an important part of our practice. In cross-border matters involving Switzerland or the United States, national tax issues, treaty positions, tax filings and follow-up matters are treated as one connected case.
German Tax
Tax returns and advice for individuals, entrepreneurs and companies covering German income tax, corporate income tax, trade tax, VAT, payroll tax, inheritance and gift tax and other German tax matters.
Learn MoreGermany–Switzerland
Personal cross-border tax advice for commuters, relocations, remote work, real estate, ownership interests, businesses, retirement arrangements, investments, estates and other matters requiring German and Swiss tax law and the treaty to be assessed together.
Learn MoreGermany–United States
Personal German–U.S. cross-border tax advice and compliance for U.S. persons living in Germany and German individuals, entrepreneurs and companies with U.S. income, investments, ownership interests or reporting obligations.
Learn MoreAccounting
Financial accounting, VAT filings, payroll accounting, annual accounts, management reporting and support with selected cross-border accounting matters.
Learn MoreTax Knowledge
Tax Guidance Across Borders
Our tax guides cover German tax matters and cross-border issues involving Switzerland and the United States, with particular emphasis on how the relevant tax systems, treaty rules, foreign tax credits and reporting obligations interact.
German Tax
Core German tax topics and specialist issues for individuals, entrepreneurs and companies.
- Income and payroll taxes
- Corporate and trade tax
- VAT and tax procedure
- Real estate, inheritance and gifts
Germany–Switzerland
Guidance for cases in which German and Swiss tax law and the Germany–Switzerland tax treaty must be considered together.
- Cross-border commuters and remote work
- Relocation and tax residency
- Real estate and ownership interests
- Retirement, estates and gifts
Germany–United States
Guidance for cases in which German and U.S. tax rules, treaty provisions, foreign tax credits and international U.S. reporting obligations interact.
- U.S. tax obligations while living in Germany
- FBAR, FATCA and Form 8938
- Investments, PFICs and retirement plans
- LLCs, corporations and ownership interests
One Case from Start to Finish
Our involvement does not end when the tax returns are filed.
Cross-border tax matters often continue after filing. Tax assessments, withholding tax refunds, foreign tax credits and authority questions in one country may require additional action in another.
Foreign assessments, withholding taxes and foreign tax credits are followed through with their impact on the other jurisdiction in mind.
The adviser who developed the original cross-border position can personally continue the case when the relevant tax authorities request information or clarification.
If a tax position changes in one country, any required amendments, supplemental filings or adjustments in another jurisdiction are considered as part of the same case.
Your matter is not handed off to a new local adviser once the original returns have been filed.
About TaxRep
Personal Cross-Border Tax Advice for Germany, Switzerland and the United States
TaxRep is designed for clients whose tax affairs do not stop at a national border. Our focus is therefore not on passing the matter between separate country advisers, but on maintaining one substantive view of the overall cross-border case.
National tax rules, treaty provisions, filings, deadlines and later follow-up matters are considered in the context of the entire case.
The legal and professional entity responsible for a particular service depends on the jurisdiction and the engagement. We explain that organizational structure separately rather than making it the basis of the client experience.
Contact
One adviser for your entire cross-border tax case.
Whether you need a German tax return, have Swiss tax exposure, remain subject to U.S. tax, are relocating internationally or have filing obligations in more than one country, we first look at the overall tax position and then determine the required filings, deadlines and follow-up steps.