Tailor made services for

moving you and your business from the US…

…to the UK, and vice versa.

FIND OUT MORE

About Calisota…

Using Calisota means you not only get access to our UK and US experts for your business, but access to our wide network of professionals which means you can get anything you need to make your move from US to UK with confidence you’re being looked after by the best available.

We are always looking to extend our network of like minded professionals who want to join our mission:

To provide good work for good people, and have fun doing it!

OUR SERVICES

Services

At Calisota, we are committed to one goal:

working for you!

Our service is built around your financial goals, ensuring we utilize every available opportunity to protect, grow, and manage your needs effectively across borders.

Communication is at the heart of our approach. We prioritize keeping you informed, providing clear and consistent updates, and ensuring you have direct access to our team whenever you need it. By maintaining open lines of communication, we offer you the transparency and confidence you deserve.

We pride ourselves on delivering personalized strategies tailored to your specific needs, whether you require accounting support, tax-efficient planning, estate management, or access to global investment opportunities. Our team of seasoned professionals is dedicated to staying ahead of market changes and new regulations, ensuring you benefit from the latest financial and regulatory advantages.

UK Services

  • Full advice and guidance.
  • Initial discovery meeting.
  • Ongoing support and advice.
  • Accounting software set up.
  • Forecast – 36 months typically.
  • Cashflow – 36 months typically.
  • Financial projections.
 
  • Company formation
  • Registered office
  • Initial tax strategy and planning
  • Ongoing proactive contact with a qualified Accountant
  • Base level Book-keeping / bank reconciliation
  • Monthly payroll
  • Pension AE
  • Monthly or Quarterly Management accounts
  • Expense Management
  • Annual Accounts
  • Confirmation Statement
  • Annual Corporation tax calculations and returns
  • Co House returns and filing
  • Transfer pricing calculations
  • Assistance with Audit
  • VAT return and filing
  • Fully outsourced Finance department
  • Part Time / interim CFO
  • Other bespoke services as required
  • UK tax returns for directors/employees where required
  • P11D
  • Ad Hoc queries/advice
  • Tax planning
  • Tax compliance and annual returns
  • Forensic Accounting
  • International planning
  • Ad Hoc queries
  • Comprehensive Financial Planning
  • Investment Management
  • Tax Optimization
  • Retirement Planning
  • Estate Planning
  • Life Insurance Solutions
  • Private Medical Insurance
  • Mortgage Services

US Services

  • Company formation
  • Ongoing proactive contact with a qualified Accountant
  • Base level Book-keeping / bank reconciliation
  • Monthly payroll
  • Monthly or Quarterly Management accounts
  • Expense Management
  • Annual Accounts
  • Annual tax calculations and returns
  • Sales Tax return and filing
  • Transfer pricing calculations
  • Fully outsourced Finance department
  • Part Time / interim CFO
  • Other bespoke services as required
  • Ad Hoc queries/advice
  • Pre/post arrival tax consultancy to discuss US tax filing obligations after moving out of the USA
  • Preparing and filing federal tax returns with IRS
  • Preparing and filing State tax returns
  • Preparing and filing FBAR Forms
  • Preparing and filing FATCA Forms
  • Preparing and filing LLC/S-corp tax returns
  • Assisting with IRS tax enquiries
  • Assistance with any other US aspects of tax matters.
  • Ad Hoc queries/advice

Meet the team…

David

Founder

David Hughes is an Accountant and tax advisor with over 25 years’ experience strategically working with owner managed businesses as a fractional CFO/FD. David has been instrumental in building his own business portfolio of Accounting practices, an outsourcing business, and several tech entities.

Maintaining and building lasting relationships with entrepreneurs seeking to start-up, to exit strategy planning, David has helped thousands of people achieve significant success. David’s extensive network of contacts are all carefully selected to deliver service excellence for any client we engage with as part of our client onboarding.

David has a passion for family life, golf, cars and travelling between UK, US and UAE.

Tom

Founder

Tom is a CIMA qualified accountant with almost 20 years experience across multiple sectors, with a particular interest in leisure and hospitality.

Tom has experience helping companies get set up in the UK often acting as part time Finance Director in the early stages assisting with financial modelling and business planning.

Keen interest in utilising technology to drive efficiencies and improve accuracy as much as possible which in turn drives a better service for our clients.

Jide

Operations Director

Jide has over 20 years investment banking and asset management experience. Roles have included trading, risk management and product control.

Working in complex regulatory and digital transformation projects to align business change with business goals. 

Jide enjoys working closely with clients and applies quality assurance principles with  a can do attitude to ensure client goals are achieved.

James

Wealth Management

James W Melhuish DipPFS EFA, is an independent financial adviser specializing in high net worth financial advice, wealth management, employee benefits, and financial well-being.

With a focus on personalized strategies, James helps clients navigate complex financial landscapes with expertise in retirement planning, tax optimization, estate planning, investment management, and employee benefits.

Committed to integrity and client trust, James builds lasting relationships based on unbiased advice tailored to each individual’s financial goals.

Tariq

Head of US Accounting & Tax

Tariq has more than 10 years’ experience dealing with UK and US tax after he graduated with a 1st class BA (Hons) degree in Accountancy and Finance from the University of Huddersfield.

Tariq is registered with the IRS as a tax returns preparer and has a valid Personal Tax Identification Number (PTIN) to deal with US tax matters on behalf of US expats living abroad.

As a tax adviser, Tariq is passionate about helping individuals to keep their tax affairs up-to-date with the UK and US tax jurisdictions and he has assisted many UK and US citizens from different industries to meet their tax obligations with both the UK and the US tax authorities.

He has extensive experience working with individuals from oil and gas, education, IT sectors as well as directors of consulting/analyst companies and other professionals such as dentists and lawyers.

Rizwan

Head of UK Accounting & Tax

With over 12 years of accounting experience, Rizwan Yaqoob, known as Riz, is a seasoned Chartered Certified Accountant dedicated to providing exceptional financial guidance. Specializing in both corporate and personal tax planning, Riz has been instrumental in supporting new UK SMEs and high net worth individuals.

Having managed a diverse portfolio of over 250 clients, Riz has worked with businesses ranging from start-up IT contractors with turnovers starting at £100,000 to large corporate entities with turnovers up to £75 million. Riz’s expertise and personalized approach ensure that each client receives tailored solutions to meet their unique financial needs and goals

Fraser

Business Development Manager

Fraser’s focus is on leveraging data and innovation to maximise user acquisition, engagement, and revenue. His expertise lie in designing and executing high-impact growth strategies, building and leading high-performing teams, and fostering a culture of experimentation and optimization.

Contact us…

If you want to get in touch fill out the form here or reach out to:

David: david@calisota.co.uk
or Tom: tom@calisota.co.uk

London: The Gables, Fyfield Road, Ongar CM5 0GA
San Diego: 4435 Eastgate Mall, Suite 100, San Diego, CA 92121

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