Australian Self-Managed Superannuation Fund (SMSF)
With pleasure I wish to share my 2020 US Federal tax return preparation experience with US Global Tax. It has been a wonderfully stress-free and yes (never thought I would ever say this) enjoyable experience. My sincere thanks to all of the staff involved and for the speedy completion of my return. I would like to specially mention Dave and April. Dave very capably guided me with advice and support right from our first contact through to the finalisation of the return process. My queries were handled with care and responses were usually received within an hour. You bring a warm and human touch to your work, Dave, which I noticed with sincere appreciation. A huge thank you to April who did an outstanding and very competent job with preparing my return. Her requests for information were very well organised and structured and my questions were answered in a thorough and speedy manner. Her knowledge of US tax matters and her keen attention to details and accuracy was very impressive. Thanks also to Lance for his personal welcome letter, which made me feel valued as a client. I am so looking forward to another enjoyable experience with the US Global Tax family next year! 31/05/2021
– Elmarie O.I appreciated excellent communication, good results and professionalism to handle this unfortunately complex work.
– Ian WellsDavid and his team are incredibly professional, responsive, and make the process so seamless. Being my first year living abroad, I was unclear on how to handle both my US and foreign incomes. No complicated forms to fill out or lengthy questionnaires - David and Vivian eased any of my uncertainties and my taxes were done within a day. Highly recommend.
– Brad WilsonI have been a client of US Global Tax Limited for the last 2 years. I have found them to be very professional, knowledgeable , helpful and very supportive in getting me through to a very stressful and complicated exercise. I highly recommend them and feel they offer a wonderful service at very competitive prices.
– EileenI have been using US Global Tax Ltd for a little over a year. I enthusiastically give them FIVE STARS for being incredibly patient, answering every question in full detail, and being very friendly and 'human' on top of all that. They have helped transform a very worrying situation into a smooth and trouble-free process. Thoroughly recommended.
– John CochraneI did not know I needed to file tax returns to the USA and found out last year through an associate. I was extremely stressed and worried about this. I spoke with US Global Tax who were very reassuring, empathetic, and comforting. They took me through everything step by step, and got everything filed for me. I feel the biggest relief I have ever felt. I cannot recommend them highly enough.
– Marie WilkinsI have been a customer of us global tax for 2 years, and they have asked me if I can do a review on google. I have found them to be very helpful and understanding. I have been very worried about my tax at times, and they have always been sympathetic. I highly recommend this service.
– Nadia LushenkoReceived some tax advice from these people. Was very pleased and impressed. Was a bit difficult over Skype but got what I needed.
– David McDonaldI have filed four years of tax returns with US Global Tax Ltd. All the returns have been completed in a timely and professional manner. The staff have always been available to answer my questions, and I have never had the feeling of being rushed. US Global Tax have often gone the extra mile to accommodate me.
– Frank HummelUS Global Tax were excellent to work with. We had an difficult situation and they took time to talk us through the process, and find solutions. Very fast communication. Thanks! Recommended
– Bruce Cole-BakerMoved from TX last year and they were very helpful in getting my return filed asap. Have had consultations on how to set up here, and now having my returns prepared again. Very happy with US global tax.
– Brian CarterI had never filed any tax returns and didn't even know I had to file. I called US Global Tax, and they were amazing. Reassured me that I wasn't going to be in trouble, and got all my returns up to date and fixed. I'm so relieved and can highly recommend.
– Caroline PerryI have used US Global tax for 2 years and have been impressed all through. The service is excellent, and always answer any questions I have. The tax return is always on time, and reasonable fees. Excellent service for US citizens.
– Gerald PalmerI've had a consultation with this company about moving my IRA to NZ and the tax liability. I met with David Tzimenakis who has explained it fully. I am very satisfied, and relieved to understand what types of NZ investments I need to avoid.
– Ashlee M.Professional and reliable. I highly recommend US Global Tax for the preparation and filing of your returns. They will go the extra mile to answer all your questions. And I personally had many! This year I was really pleased with David Tzimenakis' work.
– Gregory HellerUS Global Tax have been excellent service this year. I have had a complicated situation involving NZ inheritence and also a US trust. I was panicked and very stressed about the tax requirements. But the team have been amazing from start to finish. They have always reassured me, and given me advice throughout. 5 stars!
– Alice PerhamAfter using US Global tax for the last 3 years, I can say only good things about the service. It has consistently got better each year, very efficient and my tax return is always completed quickly. I have been working with Dave Tzimenakis this year, who's service is excellent. I highly recommend to any US citizen needing advice or help.
– Terry MFriendly, helpful and knowledgeable. Helped us with the tax issue we were facing and turned it into a positive result. Recommended!
– Dale KensingtonUsed US Global Tax this year after moving from a American firm. I have been very impressed with the speed and friendliness of their service. Will continue to use, and will recommend to all who ask.
– Alan SchneiderQuick and easy service. First year with them but it has gone well
– Miriam ColbergCalled US Global tax this year when I realised my tax return was overdue. They filed an extension for me when I thought you couldn’t do it anymore. Made everything really simple and put it to me in a way I understand 10/10
– Tara BroughUS Global Tax have been a great help to me, and have provided excellent advice & service throughout my time working with them. Highly recommend!
– Joe ColesI hadn't been sure for quite a while whether I needed to be filing US tax returns. I called US Global, and they were very friendly, and helpful with my situation. Their key contact person was patient, and explained the entire procedure to me. Got everything done very quickly, I'd recommend them to anyone needing US tax assistance.
– Peter HalesI have been working with us global tax and have been happy with the service i recieve. They are always very friendly and have provided advice and tax returns for my family.
– Theresa GregoryI have got advice from US Global Tax and I am very pleased with this service
– Chris HarperReally moved quickly when I had a major deadline. Awesome service.
– Kingi GilbertInstant response and no nonsense communication. US Global Tax get it done.
– Simon HamidI am pleased with the service I received
– Nancy SNeeded advice on bringing my IRA to NZ. They gave really clear advice and also discovered my returns had been wrong for a while and filed amended for me
– Jamie SandonFast and professional help, highly recommend.
– Will WallaceSMSF is seen as a Foreign Grantor Trust by the IRS. A Foreign Grantor Trust is defined as a US person owning a Trust outside the US.
Read more about Australian Self-Managed Superannuation Fund (SMSF)Nowadays, it is well known by most US citizens living overseas that there is an annual requirement to file tax returns to the IRS, if they have any worldwide income. But much lesser known are the implications or requirements for having a US based retirement scheme.
Read more about Article – US Retirement Funds for ExpatsWe've recently received a large number of client enquiries, regarding Economic Impact (stimulus) payments, which were never received.
Read more about Video – Missing Economic Impact PaymentsAs we mark the first US individual tax return filing deadline of the 2021 tax year (18th April), for many US taxpayers, the 2020 tax year has not yet been resolved.
Read more about More than 2.7 Million 2021 US Tax Returns Yet To Be ProcessedBy Shalen Singh, Manager of Client Services of our Sydney Office.
Read more about 18th April Tax Deadline ApproachingAmongst the many different credits, exclusions and deductions offered by the IRS, one of the most effective in reducing a tax liability, is the ability to claim dependents on your tax return.
Read more about Video – Claiming DependentsAmongst the many changes that COVID-19 has brought to our ordinary lives, one which frequently has tax implications is the rise of remote working.
Read more about Article – Remote WorkingFor most foreign based US citizens who own a foreign company, it is usually expected that at least some reporting will be needed to the IRS. This is usually done on Form 5471, however there are also lesser known forms of reporting.
Read more about Video – Section 6038Whilst many of us have been enjoying the summer, some regained freedoms, and a number of public holidays, the US tax year has been quietly rolling along in the background. Well here we find ourselves at the 15th February…, hasn’t time gone by quickly!
Read more about 15th March 2022 – The First Major Tax Deadline of the YearFirstly, happy new year to all of our clients, stakeholders, and any other readers/followers of our posts.
Read more about 2021 – Summary Of The Tax Year AheadAmongst our clients who have recently migrated from the USA, investments in 529 College Plans are a common occurrence, of course, investing in a child’s future education is always going to be popular.
Read more about Article – 529 College Plan Withdrawals OverseasWhilst a number of changes have been proposed to the tax code under President Biden's American Families Plan, one of the lesser known proposals are the changes to Section 1031.
Read more about Video – Changes to Section 1031For many of our clients who hold rental properties, the term “depreciation recapture” can come across a bit mystifying, upon the sale of their property.
Read more about Article – Depreciation Recapture, What Does It Mean?Fortunately, income from lawsuits and settlements are quite rare to see here at US Global Tax. But, whilst it might be assumed that compensation or awards from a lawsuit would be tax free, the reality with the IRS can be quite different.
Read more about Video – US Taxation of Lawsuits & SettlementsFor many US citizens living in New Zealand, understanding how their US pension will be taxed is understandably a matter of concern. The most important part of this question is usually who will tax the pension, rather than how.
Read more about Article – Government Pensions – Treaty Based TaxationAuckland - Tuesday 21 June (11am, 3pm or 6pm)
Christchurch - Thursday 30 June (3pm or 6pm)
© 2020, US Global Tax, All Rights Reserved
Disclaimer: Information on this website is of a general nature and is not intended for use without professional advice.