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About Us

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 30 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:

  • Local, with physical offices in both Australia and New Zealand
  • All work is completed in-house
  • Professional, qualified and experienced staff
  • Maintaining the use of high-tech software to ensure quality
  • The largest concentrated group of IRS Enrolled Agents in the region

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.

Our Team

Lance Morris

Lance Morris

Managing Director- Operations BBS (Accountancy) LIA
Lance Morris

Lance Morris

Managing Director- Operations BBS (Accountancy) LIA

Lance is a Licensed Immigration Adviser and former Chartered Accountant. Lance has over three decades of accounting and senior management experience, in a broad range of industry sectors. He is passionate about creating an organisation (US Global Tax) that provides specialist US taxation services and is the provider of choice in Australasia. US Global Tax is founded on four pillars: Honesty, Integrity, Creativity, and Diligence.

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Tony Eaton

Tony Eaton

Managing Director – Business Development
Tony Eaton

Tony Eaton

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 of Governors, American Chamber of Commerce (AMCHAM), New South Wales.

Tony can be reached either by calling the office, or directly on his mobile: +61 451 566 416

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Larisa Zhukovskaya

Larisa Zhukovskaya

Head of Taxation - IRS Enrolled Agent
Larisa Zhukovskaya

Larisa Zhukovskaya

Head of Taxation - IRS Enrolled Agent

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 larisa@usglobaltax.com

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David Tzimenakis

David Tzimenakis

Manager of Client Services - IRS Enrolled Agent - Certified Acceptance Agent
David Tzimenakis

David Tzimenakis

Manager of Client Services - IRS Enrolled Agent - Certified Acceptance Agent

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 8 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 dave@usglobaltax.com

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Matthew Twine

Matthew Twine

Senior US Tax Specialist - IRS Enrolled Agent
Matthew Twine

Matthew Twine

Senior US Tax Specialist - IRS Enrolled Agent

Matthew is an IRS Enrolled Agent, and has practiced in US expatriate taxation for over 5 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 matthew@usglobaltax.com

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April Fu

April Fu

Tax Accountant - IRS Enrolled Agent
April Fu

April Fu

Tax Accountant - IRS Enrolled Agent

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 april@usglobaltax.com

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Shalen Singh

Shalen Singh

Chartered Accountant - IRS Enrolled Agent - Manager of Client Services
Shalen Singh

Shalen Singh

Chartered Accountant - IRS Enrolled Agent - Manager of Client Services

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 shalen@usglobaltax.com

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Vivian Yang

Vivian Yang

Tax Accountant - IRS Enrolled Agent
Vivian Yang

Vivian Yang

Tax Accountant - IRS Enrolled Agent

Vivian joined the firm in 2017, and holds a Master of Professional Accounting from University of Auckland.

Vivian is an IRS Enrolled Agent, and Federally Authorised Tax Practioner.

Vivian can be contacted at vivian@usglobaltax.com

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Terry Kim

Terry Kim

US Tax Accountant - IRS Enrolled Agent
Terry Kim

Terry Kim

US Tax Accountant - IRS Enrolled Agent

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 terry@usglobaltax.com

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Gottfried Ye

Gottfried Ye

US Tax Specialist
Gottfried Ye

Gottfried Ye

US Tax Specialist

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 gottfried@usglobaltax.com

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Nelka Alexander

Nelka Alexander

FinCEN Specialist
Nelka Alexander

Nelka Alexander

FinCEN Specialist

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 nelka@usglobaltax.com

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Daria Vovk

Daria Vovk

US Taxation Assistant
Daria Vovk

Daria Vovk

US Taxation Assistant

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 daria@usglobaltax.com

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Brinjith Babu

Brinjith Babu

US Tax Accountant - IRS Enrolled Agent
Brinjith Babu

Brinjith Babu

US Tax Accountant - IRS Enrolled Agent

Brinjith is a new member of our Auckland based US tax accountants. He is an Enrolled Agent and holds a Master of Administration in Finance.

Having worked as a US tax specialist for KPMG and PwC for over 8 years in the past, he has brought with him a wealth of knowledge and experience in various US individual tax matters. He enjoys cricket, movies and travelling and can be found at any of the cricket grounds in Auckland on weekends.

Brinjith can be contacted at brinjith@usglobaltax.com.

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Penny Liu

Penny Liu

US Tax Specialist
Penny Liu

Penny Liu

US Tax Specialist

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 penny@usglobaltax.com

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Jane Kim

Jane Kim

US Tax Specialist
Jane Kim

Jane Kim

US Tax Specialist

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 jane@usglobaltax.com

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Disclaimer: Information on this website is of a general nature and is not intended for use without professional advice.