Our Services
US Tax Preparation
We specialise in preparing US Federal and State tax returns for Aussie expats, ensuing that foreign income and assets are properly accounted for and disclosed. We are uniquely positioned to provide advice on the Australian tax consequences of your US actions. With regular travel to Australia we are able to assist US green card holders and US citizens living in Australia to remain compliant with the IRS while living in Australia.
Australian Tax Services
Working with registered Australian tax agents we are able to assist with ensuring you remain compliant with the Australian tax office throughout your time in the USA, as well as providing ongoing strategic tax planning advice throughout your time as an expat living in the USA to optimize your tax position on your eventual return to Australia.
Superannuation Advice*
For most Australians, superannuation is the most significant retirement asset.
As a non-resident it is vital to keep track of your superannation and ensure the strategy is still appropriate throughout your time in the USA. Through a unique joint venture agreement, we are able to provide ongoing advice on your superannuation investments as well as providing strategic advice in relation to ongoing investments to these funds while away from Australia.
Personal Insurance*
Adequate life and disability insurance is the most sensible way to ensure that you or your surviving family will have sufficient capital to relocate and re-establish back home in Australia should serious accident, injury or illness occur while in the USA. Our unique joint venture agreement gives us access to some of Australia’s best known life insurance companies, with specialised products to allow you to obtain appropriate levels of cover at reasonable prices.
Our Values
We value the relationship with our client and focus on providing value for money along with sensible and practical guidance, and our client retention and referral rates reflect this
A full schedule of fees is available on request. We aim to keep our fees as competitive as possible, but it is important to realize that due to complex nature of the US tax system, especially as it pertains to foreign income means that the extensive work is often required to ensure tax returns are prepared properly. As with most things there are always cheaper options, but we do not compete on price. Our goal is to provide a professional service at a high standard.
*These services are provided by entities associated with Transpacific Tax Services, the provision of these services may be restricted depending on the locality of the client. Full details will be provided on request.