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.
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.
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.