USS TAX provides U.S. and Swiss tax consulting and compliance services. We place special emphasis on reliable and individualized consulting advice and our U.S. and Swiss tax experts work in conjunction to support your particular needs.
We provide a wide range of U.S. and Swiss tax services, however the core aspect of our business is providing simultaneous U.S. and Swiss tax services to any U.S. and Swiss cross-border transfers. Please refer to our services section to review a complete list of our service offerings. Whether you are an American living and working in Switzerland, a Swiss living and working in the U.S., or just a domestic U.S. or Swiss taxpayer, we can help you with your tax needs!
Our tax experts have many years of consulting and compliance experience and will support you in all aspects of your tax matters.
Learn more about our Company and the range of services we offer on the pages that follow.
USS TAX is managed by a U.S. Partner and a Swiss Partner who have 27
combined years of experience providing U.S. and Swiss tax compliance and consulting services. We offer carefully researched, relevant advice to meet your financial and tax needs. Our clients come to us from a wide range of disciplines.
ransparency - Without it, we would never be able to earn your trust.
espect - Every client, employee, and partner will be treated with respect.
nderstanding - We value relationships and promise an attentive ear.
ervice - It starts with a professional, positive and warm, can-do attitude.
horoughness - Our commitment to ongoing learning and leveraging
technology ensures quality work.
Our Philosophy
Quality, experience, commitment and the clients' trust form the foundation of our success.
Michael H. Gottschalk CPA, CFP®
Michael is a co-founder and U.S. Tax Partner for USS TAX. He has
over 17 years of experience providing tax and accounting services
to various individuals and companies. Prior to co-founding USS TAX,
Michael served in Management and Director positions at Ernst &
Young and PricewaterhouseCoopers.
He has been responsible for the delivery of a complete range of
services including tax compliance and consulting, cost reduction strategies, employee benefits planning, payroll consulting, and retirement planning. Michael also has extensive experience providing tax, payroll and compensation services for U.S. expatriates and U.S. foreign nationals. Michael also brings a personal perspective to the expatriate tax process, having served on international work assignments in the UK and Switzerland.
Michael holds two of the most highly respected professional certifications in the accounting and finance industry. He is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant. Michael is also an active member of the American Institute of Certified Public Accountants and Georgia Society of Certified Public Accountants.
Michael received his B.A. in Business Economics from the University of California at Santa Barbara. Michael lives in Atlanta, Georgia with his wife and 2 boys and enjoys playing and coaching sports, reading, and traveling.
Michael is also the Owner of MH Gottschalk, PC a U.S. based full service Tax and Consulting firm.
Markus Brunner Co-Founder
Markus is a co-founder and Swiss Tax Partner for USS TAX.
Prior to co-founding USS TAX, Markus worked as a Tax
Manager for PricewaterhouseCoopers in their International
Assignment Services (or Human Resource Services later)
practice, and has over 9 years experience providing expatriate
tax services to individuals and companies. He was responsible
for the delivery of a complete range of services including tax
compliance and consulting, cost reduction strategies, international employee benefits and payroll consulting.
Markus made his commercial apprenticeship at the communal authorities of Muttenz. After 7 years he worked within the bookkeeping for two different companies, he worked 3 years for the tax department at the community of Muttenz, Basel-Landschaft before he started
his career at PricewaterhouseCoopers as a Senior Tax Consultant.
U.S. Expatriate and U.S. Foreign National Tax Returns
Tax Equalization Calculations
Foreign Bank Account Reports
Report of Foreign Corporations (Form 5471)
Expatriate Payroll and Withholding Tax Assistance
Analysis of Income Tax Treaties
International Assignment Cost Projections
Cross-border Tax Planning
Social Security Planning and use of Totalization Agreements
Assistance with Tax Authority Correspondence and Notices
Representation during Tax Authority Audits
Individual Tax Returns
Gift & Estate Tax Returns
Trust Tax Returns
State & Multi-State Tax Returns
Tax Return Extensions
Estimated Tax Calculations
Tax Planning
Equity Planning and Optimization
Tax Consultations
Pension and Profit Sharing Plan Optimization
Payroll Consulting and Withholding Tax Assistance
Estate and Gift Tax Planning
Preparation of Swiss Federal, Cantonal and Communal Income and Wealth Tax Returns
Tax Equalization and Hypothetical Tax Calculations
Tax Consultations and Tax Planning
Income Tax Treaty Planning
Withholding Tax Assistance
Payment Advice
If you are a Swiss Resident or you perform any duties in Switzerland, you generally have a Swiss tax filing obligation. You still might have an obligation to file a Swiss income tax return when you are abroad if you own a property in Switzerland.
We can meet with you to provide a thorough analysis of your situation and provide the necessary advice to ensure you comply with the tax laws. In addition, we will take into account all current tax and business factors to provide effective consulting advice to minimize your global tax liabilities.
"I found the service very professional, and timely."
Brian A.
"I am have been very pleased with the service of USS Tax. Michael and Marcus have been great in providing superior service. They are very personable and it is refreshing to work with them. They both have been extremely helpful and appreciate their service with my U.S. and Swiss tax returns. Their prices are fair and would definitely recommend them to anyone who needs tax service when dealing with multiple country combinations."
Amy C.
"Strong expertise and great communication.
Look forward to doing business again."
Adam B.
It has taken me fourteen years to find a CPA whose work actually instills confidence and gives me peace of mind.
After an extensive search and speaking with several CPAs, my decision to work with Michael was very easy. Michael was extremely easy to talk to and his ability to convey his knowledge in a way that was easy for me to understand immediately put my mind at ease.
Michael quickly pointed out several recent changes to tax laws that would benefit my situation and lowered my overall tax obligation.
I am happy to recommend MH Gottschalk to you without any reservation and to give him the highest praise.
Alison B.
Walnut Creek, CA
"Thanks for the expert and personable service on tax filings!"
Rigile A.
"Let me repeat that I highly appreciate your insistence and reminders. Some people might mind it, but I actually appreciate it a lot. I have a very busy schedule, and having the confidence that you and Markus keep an eye out and are on top of things makes me feel comfortable that things are being taken care of."
George C.
"Diligent. Timely. Good price-value."
Peter D.
SWISS TAX LINKS:
Swiss Tax Information
Swiss Federal Tax Administration
Zurich Tax Administration
Berne Tax Administration
Basel Stadt Tax Administration
TAX LINKS:
Internal Revenue Service
American Institute of CPAs
United States Tax Court
Social Security Administration
Where's My Refund?
Federation of Tax Administrators
Georgia Department of Revenue
FINANCE LINKS:
U.S. Securities and Exchange Commission
OANDA
Treasury Direct
Kiplinger Tools
Investopedia
BUSINESS LINKS:
Department of Labor
Society for Human Resource Management
U.S. EEOC
Business.Gov
Small Business Administration
ACCOUNTING LINKS:
Governmental Accounting Standards Board
Financial Accounting Standards Board
American Payroll Association
Journal of Accountancy
Tax Sites
If you are a U.S. Citizen or U.S. Green Card Holder relocating to another foreign country, our sister company, MH Gottschalk, PC , can assist you with your tax filing obligations.
Please contact us for answers to your questions or to schedule an appointment.
USS TAX (U.S.)
Michael Gottschalk
8150 High Hampton Chase
Alpharetta, GA 30022
Phone: +1 (0) 770 331 1311
Fax: +1 (0) 678 623 5206
Email: Michael.Gottschalk_usstax.com
USS TAX (Switzerland)
Markus Brunner
Obrechtstrasse 2
CH-4132 Muttenz
Phone or Fax: +41 (0) 61 461 97 31
Email: Markus.Brunner_usstax.com
Today's tax and investing environment is more challenging than ever before. The unprecedented debt our local, state and federal governments are facing has resulted in a historic rate of audits performed by the federal, state and local taxing authorities. Additionally, with the increased responsibility of retirement planning being placed on individuals, tax obligations and tax advantages can both easily be overlooked.
Michael H. Gottschalk & Associates, PC is an independent CPA firm with 17 years of experience in providing money saving tax strategies and solutions. Our concierge service starts with taking the time to understand your business and personal financial situations and ultimate goals. From there we use our expertise to develop solutions that turn today's challenges into tomorrow's successes. You can rely on us for comprehensive tax planning solutions, including; thoroughly reviewing your tax and financial position, identifying the most beneficial tax and financial strategies, and preparing all applicable forms to ensure compliance.
Allow Michael H. Gottschalk & Associates, PC to ease your mind, eliminate your concerns, and plan for a better financial future.
COMPLIANCE SERVICES
The financial decisions you make today have tax implications that can significantly affect the future of your business as well as your personal finances. That's why it's vital to have an effective tax strategy, one that maximizes tax advantages and minimizes your exposure.
In today's competitive economy, it's imperative to incorporate effective tax advice and planning. Whether you're a privately funded small business, a nationwide corporation or a multinational enterprise, you need to implement smart tax strategies in order to reduce federal, state income and capital tax burdens at every opportunity.
Michael H. Gottschalk & Associates, PC also provides tax planning for multi-generational family finances as well as income tax planning and compliance services for high net worth individuals, families, private foundations and family investments funds.
Because we continually monitor legislation and utilize the latest technology we can provide the most relevant, individualized solutions to meet each clients needs and their goals. We excel at delivering solutions that resolve some of the most challenging tax issues our clients face.
Contact us today to find out where your finances may be vulnerable to risk or how we can optimize you tax situation.
CONSULTING SERVICES
Nothing is more unnerving to a taxpayer than receiving a notice from the Internal Revenue Service or State Taxing Authority. Tax disputes with the IRS or a State Taxing Authority are extremely stressful and overwhelmingly complex. With so much at stake and possible interest and penalties that increase every passing day, it's imperative to resolve these issues as soon as possible.
The professionals at Michael H. Gottschalk & Associates, PC are experts at representing clients before the taxing authorities and thoroughly understand the process required to resolve tax issues in a timely, efficient and discreet manner.
Call us today and experience the relief that comes with knowing that you have a firm, working on your behalf, that's experienced in dealing with the IRS and other State Taxing Authorities. As your trusted advisor, we will always present your case with your best interests in mind.
REPRESENTATION SERVICES
If you are a US Citizen or US Green Card Holder, you generally have a US tax filing obligation regardless of where you live and work. Therefore you still need to file a US return even if you live overseas. If you meet certain requirements you will also have a Foreign Bank Account Report filing obligation. In addition if you are living and working in a foreign country, you typically will have an obligation to pay taxes in the foreign country. Working with our overseas affiliate advisors, Michael H. Gottschalk & Associates, PC can meet with you to provide a thorough analysis of your situation and provide the necessary advice to ensure you comply with the tax laws in the US and the foreign country. As the IRS expands its international agency work force and foreign countries step up their regulatory efforts, its crucial to remain in compliance with the US and foreign country tax and reporting rules while living overseas.
If you are not a US Citizen or US Green Card holder, you still might have an obligation to file a US income tax return if you have income from US sources, or stay in the US for more than a temporary period. Foreign Nationals often find the US tax system and reporting requirements daunting to say the least. We can meet with you to discuss the US tax system and reporting forms, and determine the most advantageous tax return filing positions.
Whether you are a US expatriate living overseas or a foreign national to the US, we will take into account current tax and business factors to provide effective consulting advice to minimize your global tax liabilities.
EXPATRIATE SERVICES
US Expatriate and US Foreign National Tax Returns
Planning for a financially secure future doesn't have to be complicated or expensive.
Whether you are planning for the funding of a children's college education or ensuring your financial security during your retirement years, Michael H. Gottschalk and Associates, PC can work with you to determine your goals and create a plan to achieve them.
Developing a comprehensive plan is paramount to achieving financial independence. Michael H. Gottschalk & Associates, PC will also collaborate closely with the clients and other professionals to develop integrated plans that accomplish all of the goals set forth by the various disciplines.
You can count on Michael H. Gottschalk & Associates, PC for unbiased financial planning strategies that help you move confidently toward your financial goals.
FINANCIAL PLANNING SERVICES
Employee Benefits Analysis
Retirement Planning
Lease vs. Purchase Transactions
College Funding
Entrepreneurs are unique because you are creative, committed to your vision and are willing to take the necessary risks to turn your dreams into reality.
Whether you are considering starting a business or currently operate one, there are many challenges you will face in today's economic environment. With the rapidly changing social culture our nation is experiencing, many are turning to small business ventures as a way to lead a more rewarding life both personally and financially. However, owning a business means so much more than having a "job" - often times it means performing functions related to Finance, Marketing, Human Resources, IT and Legal.
As an independent firm, Michael H. Gottschalk Associates, PC intimately understands the complex issues you face: designing a winning business plan, becoming profitable, implementing payroll, and retirement planning are just a few of the challenges your business will face. With the success-failure rate of U.S. based small businesses at approximately 50%, it's important to have a trusted advisor who can navigate you through the challenges you and your business will face and give your business a competitive advantage.
Taking the time to understand what your short and long term business goals are and having the expertise to collaborate with you to achieve those goals are the cornerstones of our business solutions.
Contact us today to learn more about how partnering with Michael H. Gottschalk & Associates, PC will help reduce the personal, professional and financial risks associated with owning your own business.
BUSINESS SERVICES
Business Entity Selection
Business Planning
Obtain Financing
Contract Negotiation
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