Need assistance with your U.S. tax matters? We will help you create the best business structure to address tax management, reporting and filing. We will find you the best U.S. brokers and custodians who understand the need of helping you with tax related matters.

Our financial consulting firm has been servicing Hong Kong financial community since 2015. Our specialty is to assist Hong Kong broker-dealers in coping with complex issues related to U.S. taxes, FATCA regulations, CRS reporting and processing of financial information.

Our legal tax team and professional staff of consultants is here to help Hong Kong brokers with FATCA, QI, CRS and all tasks related to compliance, reporting, filing, communications with tax authorities and other related activities. 


​Summit Financial Services Ltd

FATCA, QI, Tax, CRS and Business Consulting for Hong Kong Brokers

CRS Services

Stay up to date with new tax reporting requirements. Hong Kong brokers now must report via CRS since 2018



Introduction to U.S. Markets

Find the best U.S. broker and custodian for your trading and tax handling needs. Work with brokers who understand your business and culture.

U.S. Broker Registration  - NEW

Use most efficient and cost-effective way to register as a broker/dealer in the United States and set up a U.S. office.

Call now: +852 5597 0610


FATCA, QI and U.S. Taxes

Stay compliant with FATCA, QI and U.S. tax regulations. Make sure you file all returns accurately and on time.