We are Specialist International USA Tax and Immigration Professionals, providing professional tax and
immigration solutions to:
- Expatriate USA Citizens, Residents and Green-card Holders
- Tax advice and planning
- FATCA Compliance
- Tax Returns
- Obamacare Compliance
- Organisations who are or want to do business with or in the USA
- People wishing to work in or migrate to New Zealand and Australia
- Cross Border Taxation and Structure.
Managing Director – Business Development
Tony is both our Customer Relations and our Business Development Director. He is a primary point of contact for new and existing clients. His past experience in the globally mobile entertainment industry gives him an outstanding depth of knowledge about the services that both global business and expatriates need.
Tony comes to us from the New Zealand Screen Association – in affiliation with the Motion Picture Association of America – where he has been the Managing Director for 8 ½ years. Tony has served as the Chair of the Copyright Council of New Zealand as well as the General Manager of both the Motion Picture Distributors’ Association and the Home Entertainment Association of New Zealand. He has also served on the Board of the American Chamber of Commerce in New Zealand from 2010 – 2014. Previously, Tony had a successful career in the New Zealand Police.
Tony is a member of the Council of Governors, American Chamber of Commerce (AMCHAM), New South Wales.
Managing Director- Operations
BBS (Accountancy) LIA
Director – Operations and
Shareholder of US Global Tax Limited. Lance is an accountant with more than 30 years experience in all aspects of accounting, management and business consulting.
He is also a NZ Licensed Immigration Adviser. Verification of credentials – Lance William Morris: visit the Government’s advisor register. License number: 201400722.
Lance’s focus is very simple – Create an organisation that provides THE most efficient, cost effective and professional US Tax, Local Tax and Immigration service to all clients. Clients for life, Friends for life.
International Tax Manager
BSBA, CPA, CGMA
Darren has over 25 years experience in the US tax and accounting industry. In addition to public and private accounting experience, he has served as CFO for a non-profit social service organization. With a strong passion for teaching others, Darren is a tutor for Grantham University, an online educational institution.
Darren has an AA degree in Accounting from Southwest Mississippi Community College and a BSBA degree in Accounting from the University of Southern Mississippi. He is a CPA (Certified Public Accountant) and CGMA (Chartered Global Management Accountant).
Darren is a member of The American Institute of Certified Public Accountants and is president of The Noble Krewe of Hathor, a 501(c)3 organization which helps support local charitable causes.
Cindy J Ellis
International Tax Specialist
Cindy has been in the US tax and accounting field since 1994, and has owned two successful businesses during that time. Prior to this, she was an Internal Trust Auditor for a major US bank.
Cindy earned a BSBA degree with a concentration in Finance from Virginia Commonwealth University in 1985. She received her Enrolled Agent designation from the US Department of the Treasury in 2007, which allows her to represent taxpayers before the Internal Revenue Service (IRS). As a result, she has extensive experience in collection negotiations, audits, offers in compromise, and IRS notice resolution. She also provides pro bono tax services to low income individuals in her community.
Cindy’s knowledge and expertise, along with her commitment to quality and integrity, have made her successful in fulfilling the financial services needs of a wide range of clients.
In her spare time, she is an avid cyclist and photographer.
Barbara J Fitzgerald
International Tax Specialist
CPA, BBA (Accounting)
Barbara has over 30 years experience in the US tax and accounting industry. She owned and operated her own CPA practice in upstate NY, in that time growing it from 150 to over 800 clients, with a very heavy concentration in individual and small business tax preparation. Her staff grew from two seasonal to six seasonal and two year round employees. They did payroll, sales tax and bookkeeping in addition to tax preparation. Her specialty is in Federal and NY City individual tax preparation and includes much experience with resident and nonresident state preparation in many US states. She has also represented many clients in the IRS and NYS audit and appeal processes.
She participated in the IRS and NYS tax practitioner liaison meetings for over ten years. She was a member of the National Association of Tax Practitioners, National Association of Women Accountants, and National Society of Accountants among others.
She also taught individual tax preparation courses to tax preparers for three years.
Barbara has spent the last six years providing profession tax advice to individuals preparing their own tax returns.When not working, she loves going to Broadway shows and spending time with her two year old granddaughter.
Billie J Shinn,
International Tax Specialist
MSA, BBA (Accounting)
Billie has over 25 years’ experience in the US tax and accounting industry. Her experience spans all types of income tax including individual, small business, corporation, estate, and trust. More specifically, Billie has farm tax experience and has been extensively trained in handling identity theft issue. She has also represented numerous clients in the IRS, PA, PLCB, and Local government appeal processes.
Billie earned her Master’s Degree in the Science of Accountancy(MSA) in 2011 from the University of Phoenix and her Bachelor’s degree in the Science of Business Administration (BBA) with an emphasis in Accounting in 2008 from the University of Phoenix. Having completed Part 1 of the Internal Revenue Service Enrolled Agent Exam in 2015, Billie is currently working on completing the requirements for her Enrolled Agent (EA) certification administered by the Internal Revenue Service.
Billie’s passions include her family and helping animals. Billie and her beloved daughter rescue and try to help as many animals as they can. Whether they are sick, injured, unwanted, they do everything to heal them, help them, find them a forever home, or just show them a little love in whatever time they may have left.
Director International Tax Thailand
BA, MBA, EA
Matthew began preparing tax returns for people as a part-time job when he was in college nearly 15 years ago. Since then, his experience and expertise on the US tax code has grown dramatically, especially after 2010 when Matthew officially began to represent taxpayers in front of the IRS with the Enrolled Agent designation. Having worked with taxpayers from a variety of industries, ranging from real estate to manufacturing to finance, Matthew’s analytical and adaptive techniques can help international taxpayers comply with and benefit from the US tax code no matter the complexity.
Matthew has Bachelor’s Degree in Business Economics from the University of California at Santa Barbara and a Master’s of Business Administration Degree from California State University, Long Beach. As an avid world traveller, Matthew is passionate about helping fellow world citizens of US origin become compliant with the tax authorities’ no matter their circumstances or situation.
US Tax and Accounting Specialist
MPA, BE, EA
Li is originally from China and currently resides in New Zealand. She is bilingual and fluent in Mandarin and English.
She has a Bachelor of English (Hebei Polytechnic University), Diploma of Engineering Insurance, Diploma in Accounting (Renmin University) and a Master of Professional Accounting from the University of Auckland.
Steve M. Windham,
International Tax Specialist
LLM, MBA, EA
Steve has been working as a tax professional since 2003. In 2003, Steve obtained his California Tax Education Council Registration; which he continues to hold. In 2008, Steve obtained his Enrolled Agent license from the US Treasury Department; thereby increasing the scope of work that he was able to perform as a tax professional. Currently, Steve has also taught accounting at Heald College. Steve has a diverse educational background. Relevant degrees and coursework include: Master of Business Administration from Ashworth College in 2012; Master of Laws in International Taxation with certificates in US Taxation and E-Commerce from St. Thomas University, School of Law in 2006; Bachelor in Liberal Studies from Excelsior College in 2002; and an Associate in Science in Accounting from Solano College in 2006. In addition to tax preparation, Steve has experience with the IRS audit and appeals process. Steve is continuing his graduate studies by pursuing a Doctor of Business Administration.