British Expats

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-   -   Recommended Tax Advisors (https://britishexpats.com/forum/usa-57/recommended-tax-advisors-712051/)

alibongo1 Apr 4th 2011 2:07 pm

Recommended Tax Advisors
 
Can anyone recommend a tax advisor? My husband died in 2010 and I have to complete a 1040NR but haven't a clue where to start. Many thanks, Ali

Bob Apr 4th 2011 2:50 pm

Re: Recommended Tax Advisors
 
You don't mention where you're located, if you prefer someone local for a face to face rather than over the phone.

Condolences on your husband and welcome to BE.

alibongo1 Apr 4th 2011 3:01 pm

Re: Recommended Tax Advisors
 
Thanks for caring to reply Bob. I'm located in Dundee, Scotland. I don't mind where an advisor is located and I assume all correspondence would be by phone / e-mail. ali

robin1234 Apr 4th 2011 3:54 pm

Re: Recommended Tax Advisors
 

Originally Posted by alibongo1 (Post 9284361)
Can anyone recommend a tax advisor? My husband died in 2010 and I have to complete a 1040NR but haven't a clue where to start. Many thanks, Ali

Have you looked at the UK-Yankee site, Ali? Some UK/US tax advisers & tax prep people are members of that community, and I think they have a short list of UK based firms & accountants. (The third link here is a useful article written by someone from Greenback Expat Tax Services.)
http://talk.uk-yankee.com/
http://talk.uk-yankee.com/index.php?board=11.0
http://www.uk-yankee.com/articles/us...cans-living-uk

penguinbar Apr 5th 2011 5:04 am

Re: Recommended Tax Advisors
 
I use Pete Newton here in the US. He is a British Expat that I found on here.
www.doug-tax.com .

NSBlake Apr 5th 2011 1:47 pm

Re: Recommended Tax Advisors
 

Originally Posted by penguinbar (Post 9286049)
I use Pete Newton here in the US. He is a British Expat that I found on here.
www.doug-tax.com .

I use Pete aswell - great knowledge of UK and US tax

penguinbar Apr 5th 2011 3:36 pm

Re: Recommended Tax Advisors
 

Originally Posted by alibongo1 (Post 9284460)
Thanks for caring to reply Bob. I'm located in Dundee, Scotland. I don't mind where an advisor is located and I assume all correspondence would be by phone / e-mail. ali

I forgot to say my condolences as well.

alibongo1 Apr 6th 2011 2:35 pm

Re: Recommended Tax Advisors
 
Thank you everyone for replying. I spent quite some time reviewing the links you suggested Robin and among other things, I did get one bit of good advice that tax advisors tend to be less expensive in US, so, that added to the recommendations of Pete has set me up! I'm going to contact Pete after a little holiday to Spain next week. Thanks, it's really appreciated. Ali

alibongo1 Jun 22nd 2011 8:57 am

Re: Recommended Tax Advisors
 
Incase anyone who helped me out before reads this thread, thank you so much again. I contacted Pete Newton and he is great. He was so helpful and took such a weight off my mind. Taxes now all done and submitted with hopefully a nice wee refund coming. Cheers All.

penguinbar Jul 7th 2011 3:52 am

Re: Recommended Tax Advisors
 
Pete Newton is great. Not only is he very knowledgable but a really nice guy to boot!


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