📍 Based in: Rheinfelden, Switzerland
🌍 Serving: Clients Globally
U.S.–Swiss Cross-Border Tax Specialist & Expat Financial Planner
I'm a tax and financial consultant specializing in U.S. and Swiss income tax preparation and planning for individuals and families with cross-border financial lives.
My work covers a focused range of high-stakes services: tax relocation consulting, return reviews, IRS Certified Acceptance Agent services, retirement planning, expatriation planning, and delinquent filing resolution. These aren't add-ons, they're the core of what I do and where my clients need the most reliable guidance.
Every client's financial situation carries its own set of variables, and I build my advice around those specifics rather than applying a standard template. People come to me when they need clarity on complex obligations, a forward-looking tax strategy, or help resolving a difficult situation with the IRS; and they stay because the guidance is direct, personalized, and grounded in deep technical knowledge of both tax systems.
Book a call with Chad here.
Listen to Chad's episode on Passport to Wealth™ here.
Languages Spoken
- English
Client Focus
- Divorced/Widowed
- Self-Employed
- Freelancers
- Retirees
- U.S. Couples
- Military Families
- Veterans
- Non US Persons Moving to the US
- Non US Persons Leaving the US with US Based Assets
- US Expat Living Abroad
- US Expat Moving Abroad
- Women
- Senior Executives
- Mid-Career Expats
- LGBTQIA
- International Couples
- Young Professionals
Expert Services Offered
- Cross Border Individual Tax Planning
- Cross Border Business Tax Planning
- Cross Border Estate Planning
- Cross Border Financial Advisor
- Local Foreign Country Tax Prep with US clients
- US Tax Prep
- Relocation Consultant
Compensation Model
- Fee Only
- Flat Fee
- Hourly Rate