Professional Staff
Staff Specialising in US Individual Tax

David Treitel ATT CTA EA FFTA
Tax Director
An Enrolled Agent with more than 25 years tax experience, 10 with the Big Four, David has multiple qualifications and sits on a variety of tax committees.
Contact David for all US and UK tax issues.
 
Helena Turner
Senior Manager, US Individual Tax
A US Enrolled Agent with over 15 years experience in US and UK expatriate tax, mainly spent in Big Four firms.
Contact Helena for US Individual tax issues.
 
John Smith
Senior Manager, US Individual Tax
A US / UK expatriate tax dual handler with over 20 years of experience gained in both Big Four and commercial settings.
Contact John for expatriate tax issues.
 
Patricia Lydon
Senior Manager, US Individual Tax
Specialising in US trusts and individual expatriate tax, with 13 years of experience including four with the Big Four.
Contact Patricia for US trust and individual tax issues.
 
Mary Ward
UK and US Tax Manager
Has a background in UK tax, starting her career with UK Inland Revenue, and more recently gaining experience in US tax over the past five tax seasons.
Contact Mary UK and US individual taxes.
 
Tom Barrett
Manager, US Individual Tax
A dual handler with nearly 10 years of experience in US and UK expatriate tax, mostly spent in a Big Four and a top 20 firm.
Contact Tom for all aspects of UK and US tax.
 
Clinton Knox
Manager, US and UK Individual Tax
A young professional with Big Four experience in expatriate HR, Payroll and Tax, Also has a strong background in UK Tax planning and mitigation.
Contact Clinton for US and UK individual tax issues.
 
Darlene Hart BA MSA
Chief Executive Officer
Founder of US Tax and Financial Services Ltd 22 years ago, and majority shareholder. Darlene has a Masters in Taxation and is an Enrolled Agent and Certifying Acceptance Agent, specialising in US individual and trust tax matters.
Contact Darlene for US and UK individual tax issues.