When you invest in U.S. assets, your dividends are taxed twice:
first by the U.S. government, then again in your home country.
Dont lose your money,
Recover up to 30% of your U.S. investment returns
safely, anonymously, and with no upfront costs.
Check eligibility
Use our online estimator to see how much you may recover from your U.S. investments.
Prepare your data
Follow our tutorial to collect and anonymize your investment information.
Submit your claim
If your bank collaborates with us, the process is fast. Otherwise, follow our tutorial.
Receive your refund
We handle everything: filings, reconciliation and communication with the IRS.
Watch the video
See how easy it is to recover your money. Understand the Tax Clawback method in a few minutes.
Proven results. Swiss precision.
About us
Founded in 2005 and based in Lugano (Switzerland),
Aequitax SA is the only company in the world to have successfully recovered U.S. over-taxation on indirect investments — including pension funds, SICAVs, ETFs, and insurance products.
With over 30 professionals across 12 countries (including former IRS employees), Aequitax combines global tax expertise with a 100% success-fee model:
you pay only when your refund is received.
Understand how the recovery works, who can apply, and why investors trust us
Frequently asked questions
- Private investors with U.S. shares or dividends
- Holders of funds, SICAVs, ETFs investing in the U.S. market
- Clients with insurance products linked to U.S. equity funds
Typically between 15% and 30% of the dividends paid on your U.S. investments. You can use our online estimator to get an initial indication.
The final amount is calculated using a certified algorithm approved by the IRS.
- Recognized procedures with the U.S. IRS
- No personal data shared with Aequitax
- Fast track if your bank is contracted
- Full legal support and documentation handling
- Transparent, risk-free success-fee model
- You pay nothing upfront.
- Aequitax covers all administrative and legal costs.
- A fee is charged only when your refund is successfully received.
- No recovery = no payment.
No upfront costs
You pay only when your reimbursement is received.
All-inclusive success fee
Legal and litigation costs are already covered.
Zero risk, zero surprises
No hidden fees. No wasted claims.
Fast-track recovery
We aim for the shortest possible refund time.
Minimal effort required
We handle the process so you don’t have to.
From data to refund
Complete service from extraction to reconciliation.
Transparent. Efficient. 100% success-based.
Our approach
With Tax Clawback, we believe that recovering your money should be simple, risk-free, and entirely results-driven.
That’s why our method is built on clarity, speed, and trust — from the first document to the final refund.