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Registration number: 07595590

US Tax & Financial Services Group Ltd

Unaudited Filleted Financial Statements

for the Year Ended 31 December 2024

 

US Tax & Financial Services Group Ltd

Contents

Company Information

1

Accountants' Report

2

Statement of Financial Position

3

Notes to the Unaudited Financial Statements

4 to 9

 

US Tax & Financial Services Group Ltd

Company Information

Directors

Ms N Rothrock

A C Aldridge

Ms D F Hart

B L Albin

Registered office

Staple Court
11 Staple Inn
London
WC1V 7QH

Accountants

Innovi Advisors Ltd
Chartered Certified Accountants163 Herne Hill
London
SE24 9LR

 

Chartered Certified Accountants' Report to the Board of Directors on the Preparation of the Unaudited Statutory Accounts of
US Tax & Financial Services Group Ltd
for the Year Ended 31 December 2024

In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the accounts of US Tax & Financial Services Group Ltd for the year ended 31 December 2024 as set out on pages 3 to 9 from the company's accounting records and from information and explanations you have given us.

As a practising member firm of the Association of Chartered Certified Accountants, we are subject to its ethical and other professional requirements which are detailed at https://www.accaglobal.com/gb/en/member/standards/rules-and-standards/rulebook.html.

This report is made solely to the Board of Directors of US Tax & Financial Services Group Ltd, as a body, in accordance with the terms of our engagement letter. Our work has been undertaken solely to prepare for your approval the accounts of US Tax & Financial Services Group Ltd and state those matters that we have agreed to state to the Board of Directors of US Tax & Financial Services Group Ltd, as a body, in this report in accordance with the requirements of the Association of Chartered Certified Accountants as detailed at http://www.accaglobal.com/gb/en/technical-activities/technical-resources-search/2009/
october/factsheet-163-audit-exempt-companies.html. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than US Tax & Financial Services Group Ltd and its Board of Directors as a body for our work or for this report.

It is your duty to ensure that US Tax & Financial Services Group Ltd has kept adequate accounting records and to prepare statutory accounts that give a true and fair view of the assets, liabilities, financial position and loss of US Tax & Financial Services Group Ltd. You consider that US Tax & Financial Services Group Ltd is exempt from the statutory audit requirement for the year.

We have not been instructed to carry out an audit or a review of the accounts of US Tax & Financial Services Group Ltd. For this reason, we have not verified the accuracy or completeness of the accounting records or information and explanations you have given to us and we do not, therefore, express any opinion on the statutory accounts.

......................................

Innovi Advisors Ltd
Chartered Certified Accountants
163 Herne Hill
London
SE24 9LR

22 September 2025

 

US Tax & Financial Services Group Ltd

(Registration number: 07595590)
Statement of Financial Position as at 31 December 2024

Note

2024
£

2023
£

Fixed assets

 

Investments

4

243,570

243,570

Current assets

 

Debtors

5

97,187

122,620

Creditors: Amounts falling due within one year

6

(375,938)

(371,688)

Net current liabilities

 

(278,751)

(249,068)

Net liabilities

 

(35,181)

(5,498)

Capital and reserves

 

Called up share capital

150

150

Retained earnings

(35,331)

(5,648)

Shareholders' deficit

 

(35,181)

(5,498)

For the financial year ending 31 December 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476; and

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These financial statements have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the directors have not delivered to the registrar a copy of the Income Statement.

Approved and authorised by the Board on 22 September 2025 and signed on its behalf by:
 

.........................................
Ms D F Hart
Director

   
     
 

US Tax & Financial Services Group Ltd

Notes to the Unaudited Financial Statements for the Year Ended 31 December 2024

1

General information

The company is a private company limited by share capital, incorporated in England and Wales.

The address of its registered office is:
Staple Court
11 Staple Inn
London
WC1V 7QH

2

Accounting policies

Summary of significant accounting policies and key accounting estimates

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.

Statement of compliance

These financial statements have been prepared in accordance with Financial Reporting Standard 102 Section 1A smaller entities - 'The Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland' and the Companies Act 2006 (as applicable to companies subject to the small companies' regime).

Basis of preparation

These financial statements have been prepared using the historical cost convention except that as disclosed in the accounting policies certain items are shown at fair value.

The presentation currency of the financial statements is Pound Sterling (£) rounded to the nearest Pound.

Group accounts

The financial statements contain information about US Tax & Financial Services Group Ltd as an individual company and do not contain consolidated financial information as the parent of a group. The company is exempt under Section 399(2A) of the Companies Act 2006 from the requirements to prepare consolidated financial statements.

Related party exemption
The company has taken advantage of exemption, under the terms of Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland', not to disclose related party transactions with wholly owned subsidiaries within the group.

 

US Tax & Financial Services Group Ltd

Notes to the Unaudited Financial Statements for the Year Ended 31 December 2024 (continued)

2

Accounting policies (continued)

Taxation
Taxation for the year comprises current and deferred tax. Tax is recognised in the Income Statement, except to the extent that it relates to items recognised in other comprehensive income or directly in equity.

Current or deferred taxation assets and liabilities are not discounted.

Current tax is recognised at the amount of tax payable using the tax rates and laws that have been enacted or substantively enacted by the statement of financial position date.
 


Deferred tax

Deferred tax is recognised in respect of all timing differences that have originated but not reversed at the statement of financial position date.

Timing differences arise from the inclusion of income and expenses in tax assessments in periods different from those in which they are recognised in financial statements. Deferred tax is measured using tax rates and laws that have been enacted or substantively enacted by the year end and that are expected to apply to the reversal of the timing difference.

Unrelieved tax losses and other deferred tax assets are recognised only to the extent that it is probable that they will be recovered against the reversal of deferred tax liabilities or other future taxable profits.

Investments in subsidiaries

Fixed asset investments are stated at cost less provision for diminution in value.

Trade debtors

Trade debtors are amounts due from customers for merchandise sold or services performed in the ordinary course of business.

Trade debtors are recognised initially at the transaction price. They are subsequently measured at amortised cost using the effective interest method, less provision for impairment. A provision for the impairment of trade debtors is established when there is objective evidence that the company will not be able to collect all amounts due according to the original terms of the receivables.

3

Staff numbers

The average number of persons employed by the company (including directors) during the year, was 4 (2023 - 4).

 

US Tax & Financial Services Group Ltd

Notes to the Unaudited Financial Statements for the Year Ended 31 December 2024 (continued)

4

Fixed Asset Investments

Shares in
group
undertakings
£

Cost

At 1 January

243,570

Net Book Value
At 31 December

243,570

The company's investments at the Statement of Financial Position date in the share capital of companies include the following:
 

US Tax and Financial Services SARL

Registered office: Switzerland
Nature of business: Tax consultancy services

 

Class of shares :

Ordinary

31.12.24

31.12.23

% holding -

100

£

£

Aggregate capital and reserves

436,385

486,797

Profit/(loss) for the year

(23,169)

86,671


 

 

US Tax & Financial Services Group Ltd

Notes to the Unaudited Financial Statements for the Year Ended 31 December 2024 (continued)

4

Fixed Asset Investments (continued)


US Tax and Financial Services Limited

Registered office: England and Wales
Nature of business: Tax consultancy services
 

Class of shares :

Ordinary

31.12.24

31.12.23

% holding -

100

£

£

Aggregate capital and reserves

375,956

312,965

Profit/(loss) for the year

62,991

47,922


US Tax and Financial Services Middle East GmbH

Registered office: Switzerland
Nature of business: Tax consultancy services
 

Class of shares :

Ordinary

31.12.24

31.12.23

% holding -

100

£

£

Aggregate capital and reserves

(549,989)

(504,570)

Profit/(loss) for the year

(73,658)

(74,805)



US Tax and Legal Services Limited

Registered office: England and Wales
Nature of business: Dormant
 

Class of shares :

Ordinary

31.12.24

31.12.23

% holding -

100

£

£

Aggregate capital and reserves

1

1


 

 

US Tax & Financial Services Group Ltd

Notes to the Unaudited Financial Statements for the Year Ended 31 December 2024 (continued)

4

Fixed Asset Investments (continued)


US Tax Limited

Registered office: England and Wales
Nature of business: Dormant
 

Class of shares :

Ordinary

31.12.24

31.12.23

% holding -

100

£

£

Aggregate capital and reserves

1

1



US Tax & Capital Services Limited

Registered office: England and Wales
Nature of business: Dormant
 

Class of shares :

Ordinary

31.12.24

31.12.23

% holding -

100

£

£

Aggregate capital and reserves

1

1


 


US Tax Services Limited

Registered office: England and Wales
Nature of business: Dormant
 

Class of shares:

Ordinary

31.12.24

31.12.23

% holding -

100

£

£

Aggregate capital and reserves

1

1


 

 

US Tax & Financial Services Group Ltd

Notes to the Unaudited Financial Statements for the Year Ended 31 December 2024 (continued)

5

Debtors

Note

2024
£

2023
£

Amounts owed by group undertakings

97,187

122,620

 

97,187

122,620

6

Creditors

Creditors: amounts falling due within one year

Note

2024
£

2023
£

Due within one year

 

Amounts owed to group undertakings

123,238

119,088

Accruals and deferred income

 

34,700

34,600

Other creditors

 

218,000

218,000

 

375,938

371,688

7 Ultimate Controlling Party

Ms D F Hart has ultimate control by virtue to her shareholding in the parent company, US Tax and Financial Services Inc.