Shan James21. 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 Docherty13. 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++++ serviceLauren Wells2. 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 Screamlicious24. 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 Porta11. 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 Depue8. October, 2021.These folks know what they're doing, highly recommend. :)Lauren Peate15. 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 Fernandes26. 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 Clark12. 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 Alloro5. June, 2021.Absolutely great...highly qualified staff..always available to answer questions I HIGHLY RECOMMEND THIS OUTFIT TO ANY EXPATS DEALING WITH US TAXES
