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What we do

You may have read about our services and the things we do.

But you’ll want to know how we will approach working with you. When you’ve read this, you’ll see just how we have built up a reputation for helping clients, using technology, knowledge and expertise, and customer service.

At the beginning, we start with a complimentary introductory call and/or a meeting. This initial meeting gives us the opportunity to discuss your background, what you are looking for in a tax adviser and the services that Satis Tax can provide. It sets the scene and helps us understand your requirements and your goals, and shows you just how we can help you.

Transparent and fair fees

We provide a clear and bespoke fee structure so that you have confidence that we will charge a fair fee for our services.

We offer our range of services but we also want to build a successful working relationship with you. Not only is this because it’s who we are, but it’s because we find things work better this way.

If you wish to engage us we provide an engagement letter setting out the scope of our services, terms and conditions, and who your day-to-day contacts will be. If you want to work with us as a corporate entity, then we would need to follow procedures that allow us to fully know who the key people are at the business. For example, we would need to know about any persons of significant control of your company.

Once all this has been completed, which should only take a matter of days, we can begin as your trusted tax advisers.

Our secure online portal

For both US and UK tax compliance, we have an online portal to which you can use to upload and send relevant documentation to us. It makes the process a lot more efficient – and much more transparent too.

In addition, we have an optional online workbook for US tax returns.

Both of these options quite simply make it easier for you, and more useful for us.

What’s even better, and this is noted by quite a few of our clients, one colleague will work on both your US and UK tax returns so you can have the confidence that we will be able to mitigate any problems for double taxation.

It makes us stand out from other advisors and gives you a point of reference. When we say we help people, we really do and it’s this personal touch that clients appreciate.

What our clients say

As an American residing in London, I have complex tax requirements having to file both in the USA along with the UK.

Satis Tax has not only undertaken this massive assignment with rigour, but more importantly, it has been the very personal engagement and insightful counselling that has shaped the relationship beyond the professional requirement. Their work undertaken has been flawless in its execution. Without hesitation I would recommend their services to all those that require a level of professionalism that goes beyond a remit.

Carol
London

Ross Badger, and now his team at Satis Tax, has been handling my US and UK tax affairs for almost 25 years. Aside from the high quality of the firm’s work and its tireless effort to ensure that tax planning in both jurisdictions is as efficient as permissible, what I have particularly liked is the unstinting personal service that Ross and his colleagues provide. But, perhaps, the best indication of my satisfaction with Satis’ work is the numerous clients I have referred to the firm all of whom have been equally happy with their experience.

Bob
London

Although tax time is no fun for most people Satis Tax makes it easy and painless. Their knowledge of both US and UK tax requirements along with their quick response to queries has enabled me to spend more time on other pressing issues.

Rita
Phoenix, AZ

One or more of the Satis Tax principals has been handling my personal taxes, both US and UK, for over 35 years. That fact speaks for itself. Several aspects of Satis' work impress me: 1) Thorough understanding of both the UK and USA tax systems; 2) Attention to detail; 3) A conservative approach combined with an appreciation that for the client "every dollar/pound matters" when it comes to limiting one's tax liabilities.

Mat
Montana

Having decided to emigrate to the U.S., I was completely unprepared for how complex the interaction between the UK and US tax systems would be. From initial tax planning advice prior to emigrating, several subsequent complex business transactions, to filing both our UK and US annual returns, I’ve always felt assured that Satis have a complete understanding of the complexities of the tax regulations. This has freed us from the worry of tax compliance in both countries. Over and above keeping us complaint, they have been an invaluable sounding board when we have found ourselves facing personal decisions that have had tax consequences through the years we have been living in the US.

Rob
Florida