Tailored US & UK Tax Packages For Advisory Services

At Xerxes Associates LLP, we understand that every client has unique needs when it comes to tax, accounting, and advisory services. 

Whether you’re an individual with cross-border tax obligations or a family navigating complex international regulations, you deserve a bespoke approach that not only addresses your specific requirements but also provides full transparency on costs.

Our mission is to offer premium, cost-effective tax advisory services without compromising on quality. That’s why our fee structures and packages are carefully designed to provide clarity and flexibility, helping you plan your finances while receiving top-notch service.

Why Transparent Pricing Matters

Navigating tax and accounting services can be daunting, and unexpected costs only add to the complexity. With our clear and competitive pricing, you’ll know exactly what to expect from the outset. At Xerxes Associates LLP, we are committed to transparency in our pricing structure, eliminating hidden fees and ensuring our clients have a detailed understanding of the services included in their chosen package.

By choosing our transparent fee structure, you benefit from:

• No surprises: Clear pricing from the start, so you can focus on what matters.

• Tailored packages: We build solutions based on your specific needs.

• Scalable services: We have packages to fit your scope and budget.

• Value-driven solutions: Comprehensive services that focus on delivering results rather than just ticking boxes.

Our Pricing Philosophy

We understand that tax advisory services must offer real value, and that starts with clear, competitive pricing. Our packages are structured to cater to a range of needs, from individual expatriates requiring basic tax compliance to large companies seeking in-depth corporate tax solutions.

Factors That Affect Pricing

Several factors can influence the cost of our services, but these factors are always discussed transparently before engagement:

1. Complexity of Tax Situation
   Clients with more complex tax situations, such as those with cross-border income or multinational business interests, will generally require more comprehensive services. These cases often involve detailed research, cross-jurisdictional filings, and intricate planning.

2. Type of Service Required
   Some clients only require annual compliance services, such as tax return filing, while others may need more ongoing advisory support. Full-service tax planning, corporate structuring, and audit support are more involved processes that require a deeper commitment of time and resources.

3. Frequency of Engagement
   For some clients, tax issues arise on a more frequent basis. Those requiring quarterly filings or frequent consultations will have different needs—and pricing—than individuals seeking annual tax returns or one-off advice.

4. Turnaround Time
   Urgent matters requiring fast turnaround may result in additional costs. This is especially true for businesses facing compliance deadlines, audits, or other time-sensitive issues.

5. Volume of Transactions and Documentation
   Businesses with higher volumes of financial transactions or individuals with complex investments, real estate holdings, or international assets will typically require a greater level of service.

Custom-Tailored Packages to Suit Your Needs

At Xerxes Associates LLP, we recognise that a one-size-fits-all approach does not work in tax and advisory services. Therefore, we offer flexible packages tailored to the needs of our diverse clientele. Here’s an overview of the types of packages we offer:

1. Basic Individual Tax Package

Ideal for individuals with straightforward tax requirements, including expatriates living in the UK or US with basic income streams and limited international obligations.

Services include:

• Preparation and filing of UK and/or US tax returns

• Guidance on compliance with the UK-US double taxation treaty

• Assistance with income declarations, including foreign-earned income

• Basic advice on personal tax credits and deductions

• Annual tax planning consultation

Who is this package for?

• US expatriates living in the UK

• UK residents with US tax obligations

• Individuals with limited international income streams

2. Advanced Individual Tax Package

This package is designed for individuals with more complex tax profiles, such as those with multiple income streams, real estate investments, or substantial assets in both the UK and US.

Services include:

• All services from the Basic Individual Tax Package

• FBAR (Foreign Bank Account Reporting) and FATCA compliance

• Tax planning for foreign investments and pensions

• Tax optimisation for capital gains and dividends

• Estate and gift tax planning for cross-border inheritance

• Representation in case of tax disputes or audits

Who is this package for?

• High-net-worth individuals

• Those with real estate investments in the UK and US

• Individuals with significant foreign assets or income

3. Custom Tax Advisory Package

Price: Variable, based on specific needs
For multinational corporations, family offices, or individuals with complex, high-stakes tax situations, we offer fully customised tax advisory packages. These packages are designed to provide comprehensive support for even the most intricate tax issues.

Services may include:

• Bespoke tax structuring for international operations

• Compliance with multiple jurisdictions’ tax regulations

• Cross-border estate planning

• Advice on charitable giving and philanthropic endeavours

• International tax dispute resolution and audit representation

• In-depth transfer pricing analysis and documentation

Who is this package for?

• Large corporations with operations in both the UK and US

• High-net-worth families with significant cross-border assets

• Clients with complex estates or trusts

How We Ensure Value in Every Package

Our packages are designed to provide maximum value by including the services you need, while ensuring flexibility to adjust for changing circumstances. Here’s how we ensure that you always get the best from Xerxes Associates LLP:

• Detailed Initial Consultations: We take the time to thoroughly understand your tax situation and tailor our approach accordingly.

• Dedicated Support: Every client has access to a dedicated advisor who acts as your point of contact throughout the engagement.

• Proactive Tax Planning: Our advisers don’t just react to your tax needs—they anticipate potential issues and opportunities, ensuring that you remain compliant while optimising your tax outcomes.

• Ongoing Advice: Whether you’re facing a regulatory change, an acquisition, or just want to explore new strategies for minimising tax liability, we are always available for consultations throughout the year.

The Benefits of Choosing Xerxes Associates LLP

1. Expertise Across Jurisdictions
   With extensive experience in both UK and US tax systems, our advisers are uniquely positioned to handle the full range of cross-border tax challenges. From compliance to complex tax structuring, we’ve got you covered.

2. Full Transparency
   We believe in full transparency—not just when it comes to our fees, but also in how we deliver services. You’ll receive detailed updates on your tax situation, keeping you informed at every step.

3. Custom Solutions
   At Xerxes Associates LLP, we don’t believe in cookie-cutter approaches. Our packages are fully customisable to suit your specific tax and advisory needs, ensuring you always receive exactly the level of service you require.

4. Cost-Effective Packages
   By offering flexible, scalable packages, we ensure that you receive the best possible value for your investment in tax advisory services.

Get in Touch

If you have a query or would like to discuss your requirements in a friendly, no-obligation chat, Xerxes Associates LLP invites you to get in touch. Their team is ready to provide the assistance and support you need to navigate the complex world of UK and US taxation with confidence.

Contact Xerxes Associates LLP today to learn more about how their expert services can benefit you.

By choosing Xerxes Associates LLP, you are not just hiring tax accountants; you are partnering with a team dedicated to ensuring your financial success and compliance across borders.

Contact Us Today

For more information about our fees and packages or to discuss a custom solution tailored to your needs, contact us today. At Xerxes Associates LLP, we provide clear, upfront pricing, allowing you to plan confidently while benefiting from top-tier tax and advisory services.

Topics covered in this article:

• UK-US tax services pricing

• Transparent tax advisory fees

• Corporate tax packages

• Expatriate tax services pricing

• Cross-border tax planning fees

• FBAR compliance fees

• FATCA tax advisory services

• Bespoke tax advisory services

• Estate planning UK US