US Global Tax Ltd is an expatriate tax practice, specialising in US tax compliance. Assisting thousands of US citizens over the years, our firm has become known for its expertise in the field of both Australian – US and NZ – US taxation.
We have combined staff experience of more than 50 years of specialist US expatriate taxation, assisting a client base from students with limited income up to multi-national corporations. We assist not just expats from the US with their tax needs, but also New Zealand and Australian citizens who have moved, or are considering a move to the US.
With offices in Auckland and Sydney, our ability to quickly respond to our client’s needs is unrivalled. We are experts in United States taxation and the implications of FATCA legislation for US citizens residing overseas.
We are able to assist individuals, trusts, companies and all other entities in ensuring cross-border tax obligations are met.
Unlike many web companies offering their services, we are:
We put our clients first, and provide a tailored service. We do this with a strong reputation for our jargon-free yet expert customer service, and our use of cutting edge technology ensuring efficiency.
For any US (or non-US) citizen needing expert advice or tax return preparation, we are the specialists best placed to help.
If you’re unsure of your US tax obligations, or what FATCA means to you, contact our friendly team today.
As a driven and passionate creator of businesses, what excites me most about running US Global Tax is the tremendous value we provide to our clients. For most, navigating US tax is a vastly complex process, and I love the fact that we remove fear and alleviate stress on a daily basis.
I like to think of my team members as part tax specialists and part psychologists because they deal with a lot of unease and anxiety in people’s lives when it comes to tax issues, especially FATCA compliance (see Featured section below).
And we don’t just help the taxpayers.
A large part of our purpose as a company is to advise the advisers. Our expert education pieces help mortgage brokers, financial advisers and accountants understand the full implications of their advice, so they can maximise returns for their clients and minimise the risk when it comes to the minefield of US taxes.
Luckily, I am surrounded by an outstanding and adaptable team who deliver this service. I built the business based on the principles of honesty, integrity, creativity and diligence. Everyone at US Global Tax ticks those four boxes and are empowered to take responsibility and push the envelope for our clients.
As an ex-chartered accountant, I’ve spent my life around numbers. From a bank teller straight from school to controlling multimillion-dollar books in the meat, dairy and lumber industries, but accounts are only part of the story.
Experience in many different industries and roles has given me a deep understanding of how business works, how markets work, and what makes people tick. While I’d put building relationships and systemising a company right up there on my list of skills, seeing opportunities (where others don’t) would be number one.
Please connect with me here or on LinkedIn or email firstname.lastname@example.org
Larisa is based in our New Zealand office, Larisa is our Head of Taxation for Australasia.
With a wealth of experience in both NZ-US and Australia-US taxation, Larisa is considered among New Zealand’s top US tax professionals.
Originally with a respected US international tax practice, we are very proud to welcome Larisa into our team.
Larisa specialises in tax law, taxation of high net worth individuals, and other complex international tax matters.
As our Head of Taxation, Larisa will determine tax position for our practice.
Larisa is looking forward to working with our staff, clients, and stakeholders.
Larisa can be contacted at email@example.com
From 2014 to October 2019, Antony who was based in Sydney, oversaw both of the New Zealand and Australian USGlobalTax operations in his role as Business Development and Customer Relations Director and Shareholder.
He was committed to the day to day running of the business as well as providing broad oversight and logistical management of the business.
He retired in October 2019, and sold his 50% stake back to Lance Morris and in December 2021 he and his family moved to Brisbane.
Whilst continuing as an Independent Director with the company, Lance has coaxed him out to retirement to set up an office in Brisbane.
Prior to this, Antony worked for nearly 10 years with the Motion Picture Association of America (MPAA) where he was the New Zealand Managing Director for 8 ½ years and the Director of Operations prior. In these roles, he worked closely with industry, government, and law enforcement authorities to promote and protect the interests of the wider film industry throughout NZ.
Antony has served as the Chair of the Copyright Council of New Zealand. He has served on the Board of the American Chamber of Commerce (AmCham) for six years in NZ and then four years on the New South Wales Board of Governors for AmCham Australia.
He also won the Supreme Award in 2014 from The National Foundation for the Deaf NZ for his work in promoting access throughout NZ for Closed Captioning films, an award that Antony is extremely proud of.
Previously, Antony had a successful career in the NZ Police for nearly 13 years.
Antony is a proud member of the Royal Queensland Golf Club.
Antony can be contacted at Antony@usglobaltax.com or by calling the office.
David Tzimenakis is an IRS Enrolled Agent, and our Manager of Client Services. David is known amongst expats for his friendly and knowledgeable assistance.
In addition, David is also an IRS Certified Acceptance Agent, enabling us to complete ITIN applications in house, and to verify a client’s identity for IRS purposes.
Originally working in the UK banking field, David has been specialising in the US taxation industry for just under 10 years. David has extensive knowledge of US taxation and its application to US expats & 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.
David believes that dealing with US taxation does not have to be a stressful affair. When working with the right person, dealing with FATCA should be a smooth and easy process to handle. 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.
Dave can be contacted at firstname.lastname@example.org
Matthew is an IRS Enrolled Agent, and has practiced in US expatriate taxation for over 8 years. Matthew is a senior member of our tax team.
Originally from the UK, Matt has lived in New Zealand since 2013. Specialising in US-NZ taxation, Matthew is well known among many expat communities.
Matt can be contacted at email@example.com
April is a Master of Professional Accounting (University of Auckland) with an engineering degree in Wood Science (Nanjing Forestry University).
Her STEM background has formed a detail-oriented manner of work. She is now based in our Auckland office. Ensuring each US Tax return filed in an accurate and timely manner is her first priority.
April can be contacted at firstname.lastname@example.org
Shalen Singh is our Sydney based, Manager of Client Services – Australia.
Shalen is a qualified Chartered Accountant and holds a Masters of Taxation, and is also an IRS Enrolled Agent.
He has held roles in public practice and government department and has experience in both NZ-US and Australia-US taxation.
Originally with a respected US international tax practice, Shalen is a highly experienced and valued member of our team.
Shalen can be contacted at email@example.com
Terry holds a Bachelor of Business in Accounting from University of Technology, Sydney.
Terry also passed the Certified Public Accountant (CPA) exam and is a member of the CPA.
Terry worked at Chartered Accountancy firm for over 3 years and dealt with many clients from individuals to SMSFs.
Terry is also an IRS Enrolled Agent, a Federally Authorised Tax Practitioner.
Terry can be contacted at firstname.lastname@example.org
Gottfried is one of our US Tax Specialists, and currently training towards IRS Enrolled Agent status
Originally from China, Gottfried graduated from the University of Auckland with a Master of Professional Accounting degree. Gottfried also holds Bachelor of Business Administration in Finance degree, which was gained from the Macau University of Science and Technology.
Gottfried is energetic and motivated, with a strong work ethic with proven ability to apply critical thinking in problem-solving.
Gottfried has previously worked in the stockbroking industry, as well as an analyst at one of the Big Four accounting firms.
In his personal time, Gottfried enjoys travelling, and exploring different cultures.
Gottfried can be contacted at email@example.com
Introducing Nelka Alexander, our company FinCEN Specialist. Nelka began her career in banking roles, and has gone on to be involved in customer services, administration, and also accounting. Nelka enjoys working with people, is a firm believer that providing good client service involves going over and above client expectations.
Nelka has successfully obtained:
– Post Graduate Diploma in Business Administration- Post Graduate Diploma in Marketing – Charted Institute of Marketing (CIM – UK) – Advanced Level Diploma in Management Accounting – Charted Institute of Management Accounting (CIMA – UK)
When Nelka isn’t busy with her young family, she enjoys practising Yoga, meditation, hiking, and most frequently enjoying a good book with a coffee in her hand.
Nelka can be contacted at firstname.lastname@example.org
Originally from Ukraine, Daria came to New Zealand with an accounting qualification from Polytechnic of Poltava and then studied tourism and event management at Waiariki and graduated in 2016 with a Bay of Plenty Polytechnic Diploma. Following graduation, she moved to Auckland where she worked at Skycity and studied Accounting at AUT. Daria is currently training towards IRS Enrolled Agent status.
In her spare time, she can be found at the beach or enjoying her time with her family. She likes the outdoors, hiking, and occasionally yoga.
Daria can be contacted at email@example.com
Penny holds a Master degree of Professional Accounting from the University of Auckland and a Bachelor degree of Business Administration in Human Resources.
Penny brings a wealth of knowledge and experience in the accounting industry, and is currently studying to become an IRS Enrolled agent. Being responsible for clients is her first priority. In her spare time, Penny enjoys movies, reading and is especially fond of cats.
Penny can be contacted at firstname.lastname@example.org
Jane holds a Bachelor degree of Commerce in Accounting and Commercial Law from the University of Auckland. Specialised in the field of US taxation, Jane is currently studying to become an IRS Enrolled agent.
Jane enjoys visiting new countries, learning new cultures, and absorbing all that travel has to offer.
Jane can be contacted at email@example.com
Amy is a graduate of Unitec Institute Technology with a Master of Professional Accounting. She is a Chinese Certified Tax Accountant with extensive accounting work experience, which is where Amy gained an experience of US expatriate taxation.
As a tax accountant, she enjoys helping clients with tax issues. She is currently studying to become an IRS Enrolled agent.
On weekends, Amy joins assists as a volunteer with the Mercy Hospice volunteer Team.
Amy can be contacted at firstname.lastname@example.org
Linda holds a Bachelor of Accounting and Commercial Law from University of Auckland.
Based in our Auckland office, Linda specializes in the field of US Taxation ensuring that each US Tax Return assigned to her is prepared to an high standard, incorporating her US expertise. Linda is currently working towards becoming an IRS Enrolled Agent.
Linda is very passionate about cooking, learning new languages, and exploring new cultures. She is constantly hungry for knowledge and holds a mixed skillset varying from barista skills to extensive taxation discussions with colleagues.
Linda can be contacted at email@example.com
Fernando holds a Bachelor degree of Commerce in Finance, Accounting and Taxation from the University of Canterbury.
As a passionate and enthusiastic accounting professional, he enjoys working with clients. Helping clients to achieve their goals is Fernando’s ultimate aim, alongside ensuring the most effective tax position possible. Fernando is currently working towards becoming an IRS Enrolled Agent and Chartered Accountant.
Fernando enjoys playing competitive computer games, hiking, reading books and spending time with family and friends.
Fernando can be contacted at firstname.lastname@example.org
Located in California, Steve Windham has been affiliated with US Global Tax, Ltd. since its inception.
Steve has been a California Tax Education Council (CTEC) registered and bonded tax preparer since 2003, and an IRS Enrolled Agent since 2008. Additionally, Steve is an IRS Electronic Return Originator and has a US Treasury Bank Secrecy Financial Crimes Enforcement Network account.
Steve became a credentialed educator in 2007 and enjoys teaching accounting and business to adult students. He has taught: Accounting I, Accounting II, Accounting III, Accounting Systems, Business Math, Computer Applications, CTEC Tax Preparer Qualifying Course, Microsoft Excel, Microsoft Word, Office Occupations for ELA, Spreadsheets for Accounting, and Survey of Financial Crimes.
Communication and transparency are paramount to Steve, and he likes to take a creative approach in solving client’s accounting and tax problems. Steve’s approach is to find a solution to make it work, rather than to find an excuse why it won’t work.
While teaching accounting and business is Steve’s passion, he also is very passionate about tax audits. Steve fights hard for his clients, and has saved his clients hundreds of thousands of dollars in audits and collections with the IRS and various other tax authorities.
Steve holds numerous Associate degrees, a Bachelor’s degree in Liberal Studies, a Master of Laws (LLM) in International Taxation, a Master of Business Administration (MBA), and is currently a Doctor of Business Administration (DBA) candidate. Steve’s DBA project is focused on financial crimes.
In Steve’s spare time, he enjoys spending time with his family, pets, and friends. He is an avid walker/hiker, drone pilot, photographer, and book reader.
More about Steve can be found at: https://www.stevewindham.com and https://www.windhamsolutions.com.
Steve may be reached at: email@example.com, but Steve requests that you please be sure to copy US Global Tax in any email correspondence to him.
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Disclaimer: Information on this website is of a general nature and is not intended for use without professional advice.