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 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:
- 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
SHALEN SINGH
MANAGER OF CLIENT SERVICES AUSTRALIA – IRS ENROLLED AGENT – US TAX ACCOUNTANT
LANCE MORRIS
MANAGING DIRECTOR BBS (ACCOUNTANCY) LIA
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 [email protected]
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@localhost
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 [email protected]
APRIL FU
TAX MANAGER – 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@localhost
SHALEN SINGH
MANAGER OF CLIENT SERVICES AUSTRALIA – IRS ENROLLED AGENT – US TAX ACCOUNTANT
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 protected]
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 [email protected]
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@localhost
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.
DARIA VOVK
CLIENT TAXATION SPECIALIST
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 protected]
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 [email protected]
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 [email protected]
AMY LAU
US TAX SPECIALIST
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 [email protected]
LINDA THAVONGSY
US TAX SPECIALIST
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 linda@localhost
FERNANDO SETIAWAN
US TAX SPECIALIST
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 [email protected]
STEVE M. WINDHAM, LLM, MBA, EA
CONSULTING ASSOCIATE
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 protected], but Steve requests that you please be sure to copy US Global Tax in any email correspondence to him.
TRACEY VU
US TAX SPECIALIST
Tracey is based in our Sydney office, and has joined us as a US tax specialist.
Tracey holds a Bachelor of Business and Commerce in Accounting from Western Sydney University, and is currently studying to become an IRS Enrolled Agent and getting her CPA.
Tracey can be contacted at [email protected]
Taki Trpceski
Director US Taxation – Sydney
Taki, who is originally from New York, has worked in accounting for over fifteen years in both Australia and the United States. Her comprehensive understanding of taxation in both jurisdictions enables her to provide compliance and advisory services to cross-border clients from the United States and Australia. Taki has advised high-net-worth families on trusts, family investment partnerships, and tax planning and compliance.
Her professional credentials include a Masters of Science in Taxation Law from Pace University’s Lubin School of Business in New York, New York; a Bachelor of Arts in Accounting from Queens College/CUNY in Cunning, New York; a Certified Public Accountant in New York State Jurisdiction; and a Chartered Accountant in Australia and New Zealand.
Arpitha Ravindra
US Tax Specialist
Arpitha hails from Bangalore and holds Bachelor of Engineering (Information Science) and Masters of Business Administration (Finance & Human Resource) from Birla University.
Based in our Sydney office, Arpitha has served in Big 4’s and specializes in US Taxation ensuring that each Tax Return assigned to her is prepared to the highest standard with attention to detail and integrity.
Arpitha is aspiring to become an IRS enrolled agent in near future. Outside of work she enjoys working out and trying different recipes, loves trekking, bushwalking, swimming, and Badminton. She is also passionate about learning new languages and exploring new cultures.
Contact on [email protected]
Anisha Tamrakar
US Tax Specialist
Anisha is from Nepal and has completed her schooling in India. She holds a Bachelor in Business Management From Jain University, Bangalore India and has completed her Master’s in Business Administration from Ace Institute of Management, Kathmandu Nepal where she was awarded the best graduating student.
Based in our Sydney office, Anisha began her career in U.S. taxation in 2013 at Ernst & Young. Over the years, she has worked with a diverse range of clients, including U.S. expats and impats, relocated U.S. citizens, renunciations, and clients undergoing amnesty filing procedures. Anisha is committed to building strong relationships with her clients and providing tailored, professional service marked by precision and quality.
Anisha is currently pursuing her qualification as an Enrolled Agent. Outside of work, she is an outdoor enthusiast who enjoys hiking, running, playing tennis and basketball, or spending time at the gym.
Contact on [email protected]