US Global Tax provides specialist US (IRS and FATCA compliance) and cross border taxation advice and services to:
USA Citizens, Residents and Green-card Holders living abroad (EXPATS)
Non-US-Residents (ALIENS) Filing US tax returns (Rental Properties & Dividends)
Business and other entities wishing to establish in or do business in the USA
Organisations requiring related party cross border transaction advice
Organisations requiring transfer pricing services
Individuals wishing to access 401k and IRA funds.
Meet the Team
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 Motion Picture Association of America – where he has been the Managing Director NZ for 8 1/2 years.
Previously, Tony had a successful career in the New Zealand Police. Tony served on the Board of the American Chamber of Commerce in New Zealand from 2010 – 2014 and is currently a member of the Council 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. License number: 201400722.
Lance’s focus is very simple – Create an organisation that provides THE most efficient, cost effective and professional US Tax and Immigration service to all clients. A simple philosophy of “Smiling Clients”, Based on four pillars: Honesty, Integrity, Creativity and Diligence.
Manager of Client Services
David Tzimenakis is an IRS Enrolled Agent, and our Manager of Client Services. David is known amongst expats for his friendly and knowledgeable assistance.
Originally from the UK banking industry, David has been in the US taxation industry for five years and has an extensive knowledge of US taxation and its application to US expats and people who want to conduct business with and in the USA.
David works on the basis that you are an individual with unique requirements. He takes the time to listen and understand your needs, create a pragmatic solution for you, all the while discussing this in a jargon free manner.
He also understands that dealing with taxation and FATCA issues can be very stressful and takes the time to eliminate this stress through the development of solutions to your tax issues. David will assist to ensure you have a full understanding of your rights, obligations and the tax preparation process.
David enjoys football, cricket, tramping, and making the most of New Zealand’s great outdoors.
Director International Tax Thailand
BA, MBA, EA
Matthew began preparing US tax returns 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 as an Enrolled Agent. 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 level of 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.
Director US Tax Australia
Chetan has spent over a decade as a specialist US and International Tax preparer and adviser in Big4 accounting firms in USA, India, Singapore, Hong Kong and Australia.
He has an extensive knowledge and experience in assisting US citizens abroad, both in terms of their immediate compliance requirements and assisting high net-worth individuals develop their wealth creation and tax planning strategies
Chetan has assisted clients in the pharmaceutical, consumer goods, financial sectors, self-employed individuals to ensure they are fully compliant with their US IRS and FATCA reporting.
Chetan leads the team of US tax specialists in Australia and is part of the global senior advisory team.
In addition to his extensive skills and knowledge Chetan is very focused on providing exceptional client service and is a genuinely nice person. He is very approachable so don’t hesitate to reach out to him.
Cze Ying Goh (Ying),
US Taxation Specialist Australia
Cze Ying first started studying US tax during her college years in California before moving to Sydney to complete her Bachelor of Commerce in Accounting and Finance.
She now works in our Sydney office to ensure that our clients are US IRS and FATCA compliant. Cze Ying believes in efficiency and growth, and strives to provide her customers with exceptional service.
US Tax and Accounting Specialist
MPA, BE, EA
Li is originally from China and is now a New Zealand resident based in Our Auckland Office. She is bilingual and fluent in Mandarin and English. In addition be being a qualified Enrolled Agent 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.
Sudaduang (Noi) Puengrung,
Office Manager Thailand
Sudaduang (Noi) Puengrung is Manager Thailand and originally the right-hand person of the late James Rooney, the pioneer of US Expat Tax in Thailand.
She has 30 years’ experience in this field and understands the people, processes and needs of all her clients. She is passionate about her clients and providing them with exceptional service. Her and Matthew form a formidable team in Bangkok.
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USGlobal Tax assisted us in setting up our US Operation. They have been incredibly professional and
responsive throughout the process.
I would recommend US Global Tax to anyone. The level of service and expertise is above and
Your Team Has Been Fantastic
Thanks for that update. Much appreciated. Your team has been fantastic. Responsive, courteous and easy to work
with. I’m so happy this is all sorted and that’s one less stress in my life.
Thanks again. I’ll definitely be referring your business to anyone else in this situation.