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, 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

MANAGING DIRECTOR BBS (ACCOUNTANCY) LIA

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LARISA ZHUKOVSKAYA

HEAD OF TAXATION – IRS ENROLLED AGENT

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ANTONY EATON

INDEPENDENT DIRECTOR – BUSINESS DEVELOPMENT BRISBANE.

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DAVID TZIMENAKIS

MANAGER OF CLIENT SERVICES – IRS ENROLLED AGENT – CERTIFIED ACCEPTANCE AGENT

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MATTHEW TWINE

SENIOR US TAX SPECIALIST – IRS ENROLLED AGENT

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APRIL FU

TAX MANAGER – IRS ENROLLED AGENT

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SHALEN SINGH

MANAGER OF CLIENT SERVICES AUSTRALIA – IRS ENROLLED AGENT – US TAX ACCOUNTANT

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TERRY KIM

US TAX ACCOUNTANT – IRS ENROLLED AGENT

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GOTTFRIED YE

US TAX SPECIALIST

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NELKA ALEXANDER

FINCEN SPECIALIST

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DARIA VOVK

CLIENT TAXATION SPECIALIST

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PENNY LIU

US TAX SPECIALIST

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JANE KIM

US TAX SPECIALIST

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AMY LAU

US TAX SPECIALIST

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LINDA THAVONGSY

US TAX SPECIALIST

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FERNANDO SETIAWAN

US TAX SPECIALIST

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STEVE M. WINDHAM, LLM, MBA, EA

CONSULTING ASSOCIATE

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TRACEY VU

US TAX SPECIALIST

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