US Global Tax

Simplifying US Tax for Global Professionals

Expert US Tax Solutions for Expatriates and Global Mobility Teams

At US Global Tax, we specialise exclusively in US tax compliance for expatriates — both US citizens living abroad and foreign nationals residing in the United States.

For multinational employers, managing tax compliance for international employees can be complex, time-consuming, and costly. Our role is to simplify that — ensuring every expat is fully compliant, every filing is accurate, and every process is seamless.

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Assistance with IRS Notices

Who We Help

US Citizens Living Abroad

Whether in New Zealand, Australia, or anywhere across the globe, we handle every aspect of US tax filing — FBARs, foreign income, pensions, PFICs, and more.

Foreign Nationals in the United States

For Australians, New Zealanders, and other expats working in the US, we ensure all US reporting, treaty benefits, and dual-taxation issues are properly managed.

Multinational Employers

We partner with HR and Global Mobility teams to provide reliable, end-to-end expat tax support — giving your organisation confidence and your employees peace of mind.

Why Choose US Global Tax

Exclusive Focus on Expatriate US Tax

We don’t just do general accounting. We live and breathe cross-border tax — and we have done so for over a decade.

Global Expertise with Australasian Depth

Our team brings deep understanding of Australian and New Zealand tax systems, coupled with US expertise — bridging the gap where most firms struggle.

Professional, Cost-Effective, and Transparent

We provide fixed-fee solutions with no hidden costs — ensuring value, clarity, and complete confidence.

Clarity, Compliance, and Peace of Mind

From foreign pension reporting to treaty interpretation, we deliver practical guidance, accurate filings, and reassurance at every step.

Our services include:

US Individual Expat Tax Returns (Form 1040)

Dual-status and Non-resident Filings

Streamlined Filing and IRS Amnesty Programs

Foreign Pension, Superannuation & KiwiSaver Reporting

FBAR and FATCA Compliance

PFIC Analysis and Reporting (Form 8621)

Tax Treaty Analysis and Residency Tie-Breaker Advice

Corporate and Assignment Advisory for HR Teams

US Individual Expat Tax Returns (Form 1040)

Dual-status and Non-resident Filings

Streamlined Filing and IRS Amnesty Programs

Foreign Pension, Superannuation & KiwiSaver Reporting

FBAR and FATCA Compliance

PFIC Analysis and Reporting (Form 8621)

Tax Treaty Analysis and Residency Tie-Breaker Advice

Corporate and Assignment Advisory for HR Teams

Trusted by Expats and Employers Worldwide

For over a decade, US Global Tax has been the preferred partner for thousands of expatriates and multinational organisations seeking expert, reliable, and human US tax assistance.

Our clients include professionals in the corporate, education, finance, and government sectors — individuals and teams who value precision, integrity, and proactive support.

     Excellent  
     Based on 40 reviews 
    
 
 
   
 
 
         Shan James 
 21. June, 2022.
 
 
  Friendly, expert, efficient help with our complicated US tax filings after our return to NZ. Couldn’t be making this transition smoothly without advice and support from David and Matthew—they’ve walked us through every step and requirement while being unfailingly patient with our very many questions. Highly recommend this company’s services.
  
 
        Jeffrey Docherty 
 13. April, 2022.
 
 
  My wife and I recently moved to NZ, we needed a knowledgeable US to NZ tax specialist to help us to make the transition. We learned of David via a quick Google search. Our first phone call proved that not only was David professional and extensively detailed with doing returns for dual residents, he quickly helped us get on track to eliminate the stress and complexities for dual status tax filing upon return.

Working with his team over the past few months has been an absolutely pleasure, Penny and David have gone over and beyond for us with any concerns, or questions throughout  process. I can’t speak highly enough of the whole team. A++++ service
  
 
        Lauren Wells 
 2. March, 2022.
 
 
  Amazing service and responsiveness!  The knowledge of the team is impressive and has proved to be valuable time and time again.  Navigating US and NZ taxation can be daunting, but the team at USGTL makes the process feel manageable.  Their expertise has taken a huge weight off my shoulders.
  
 
        Mamas Screamlicious 
 24. January, 2022.
 
 
  US Global Tax Ltd., is the most professional and knowledgeable off shore tax practice I have ever worked with. I have worked with them for about 10 years. The staff is professional with many years of experience in complicated tax matters. All taxes have always been filed on time. I highly recommend this firm for both personal income tax preparation or corporate - no client is too big or small.
  
 
        Dave Porta 
 11. October, 2021.
 
 
  For those looking to engage with US Global Tax, please read on.
You will be happy that you did.

I can't say enough about the people from the US Global Tax team.
Every year I really appreciate all their help and effort and look forward to work together again every year!

The US Global Tax team is always so professional, helpful and all around just a pleasure to work with.
Always answering questions that come up and doing so quickly, succinctly and with clarity.

The experiences created by the team through their workmanship elevates the brand of US Global Tax in more ways that I can describe and in more ways than money or marketing could ever accomplish.

Thank you team for all your efforts, support, kindness and for carrying yourself and your work in such a phenomenal way.

You are truly very much appreciated!
  
 
        Kevin Depue 
 8. October, 2021.
 
 
  These folks know what they're doing, highly recommend. :)
  
 
        Lauren Peate 
 15. August, 2021.
 
 
  The whole team at US Global Tax is fantastic – super responsive, super knowledgeable, and always on time with their work. Working with them went a long way towards demystifying the IRS processes and making tax season less stressful; I highly recommend them and their work.
  
 
        Neil Fernandes 
 26. July, 2021.
 
 
  The US tax system poses a ridiculous burden on US expats, even if you are not wealthy. Even when you think you can do it yourself there are always surprises ( e.g. Kiwisaver is a foreign trust). David and his team have been extraordinary in relieving me of this burden.  They talked through all fiscal issues to ensure that the correct paperwork would be submitted , and  provided a better than expected  upfront quote for each of the possible forms. They filed our forms well ahead of schedule despite us being a particularly international family.  A very streamlined trustworthy service .

Addendum:  One year later and still great service from David, April and the  team. I highly recommend.
  
 
        Toni Clark 
 12. July, 2021.
 
 
  I had a great experience with the US Global Tax team. David eased all my anxieties in one morning, talking me through the complexities of my situation. They even referred me to another accountant to handle my NZ tax needs. The team kept me up to date every step of the way. I really appreciated the transparency throughout the process.
  
 
        Daniela Alloro 
 5. June, 2021.
 
 
  Absolutely great...highly qualified staff..always available to answer questions
I HIGHLY RECOMMEND THIS OUTFIT TO ANY EXPATS DEALING WITH US TAXES

Partner with Confidence

We’d welcome the opportunity to show how US Global Tax can support your organisation and international team.

Let’s simplify US tax — together.

Get in Touch