About Joe
Joe works primarily with US citizens and dual citizens living outside the US who have shareholdings in foreign corporations.
He specialises in Forms 5471 and 8858, as well as GILTI reporting, and has extensive experience in high-net-worth personal taxation, US/UK self-employment reporting, and navigating the US/UK double taxation treaty. Joe’s strong organisational skills ensure clients meet their filing requirements accurately and on time.
Joe joined the firm in July 2022 after graduating from Loughborough University with a degree in Mathematics and Sport Science. He is dual-qualified in both US and UK tax, holding qualifications from the Association of Tax Technicians (ATT) in the UK and as an Enrolled Agent (EA) in the US. He is currently studying towards the Chartered Tax Adviser (CTA) qualification to further develop his expertise.
Outside of work, Joe coaches football at development level, guiding players from youth to adult football.
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