New Zealand New Zealand +64 9373 2949 Australia Australia +61 2 9211 7130


Judi and I really want to thank you and your team for the great service you provided with our most recent tax filing! We were a bit sluggish to work with, perhaps, but you were patient — and insistent just when you needed to be. We were very pleased with the way you worked with us.

We will, of course, be very happy to recommend you guys to all potential clients (just as I have been doing even before this very positive personal experience).

- Niels and Judy

Thank you, Li. We are comfortable with this return. I would like to sincerely thank you for your professionalism and courtesy during the last two weeks. I feel you have really taken care of us, as well as met the myriad of obligations to the Feds and State. Many thanks!!!!

I have printed and posted off the returns as per your instructions.

Thank you once again Li, you are very awesome and helpful.

K G – Hawaii

January 2017

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 beyond expectation.

Jolene Levin

July 2017

Hi Tony and team,

I have just referred you a new client. He and I were talking about the difficulty in dual citizenship/tax ramifications and no one knows too much about it. I told him how well your USGlobalTax team took care of me re my US Tax Returns and understanding the Au/US Tax Treaty and was very happy to pass on your details!

Thanks again,


January 2017

Hi Tony,

As you are probably aware, I have completed the process for becoming compliant and the invoice has been paid.

I wanted to thank you and your team for the professionalism, support and speed through the entire process!

Thanks again,


May 2016

Hi Lance,

I’ve given Global Tax info out to several people – I think you guys have done a FANTASTIC job! Thanks so much!


April 2016

Hi Tony,

Thanks so much- as always, your team has been great and it’s fairly effortless again on my end.  You guys keep doing a great job for me year in, year out.

I really appreciate the assistance in keeping me IRS and FATCA compliant.


On 9 Oct 2015

Hi Tony,

Thanks so much for your and Lance’s excellent customer service, I really do appreciate your communication throughout this process and the speed at which my concerns were addressed.

I look forward to working with you both in the future and would certainly recommend your company if given the opportunity.

18 August 2015

I would like to take this opportunity to express our appreciation to your firm for all your efforts for preparing our 2014 taxes and all years before. The IRS had incorrectly taxed my Wife’s Social Security Withholding Taxes at a higher rate over numerous years and through the great work of US Global Tax, we were able to get a sizeable refund. The work was completed according to the time frame that you said it would be done. I would highly recommend your firm in the future for any US Citizen that need to file US Taxes.

Lowell A Shorey Sr.

24 August 2015

Our company used US Global Tax to assist us with finalising our taxation issues both via a federal company return with the US IRS and a state return with the State of California, we found their services to be both quick and responsive, finalising what was required for us very efficiently.

Sharon Johnson | Manager, Finance
GML Heritage

July 2016

Three cheers for the team at US GLOBAL TAX!

My well-meaning US tax accountant was at a loss when I moved to New Zealand and I paid for it. Dearly.

The money I paid to have my 2014 tax return reviewed came back to me TWENTY times over! (And saved me from making the same mistakes in 2015!)

US Expat tax law is very complicated. The team at US Global Tax have the experience and know how to make those laws work for you. Even when your trusted US accountant mucks it up. US Global Tax was highly recommended to me by a colleague and I can second that recommendation. I will never use anyone else for my US Taxes – even if I move back to the states! Two thumbs up!

Amanda M.

August 2016

Being one of many US citizens living for so many years abroad I did not realize that no matter where I live,I was supposed to file annual US tax returns.

This realization was one of the most emotionally challenging times of my life.

In assisting me to become IRS and FATCA compliant the whole team at US GLOBAL TAX has shown their undivided support and attention for my cause.

Their commitment, caring, generosity, professionalism and readiness to help were beyond my comprehension.

I sincerely believe that the world we live in needs more professional and devoted people the likes of Tony, Lance and Li.

I can not thank you enough!

John Botica

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