Expert Tax Solutions for Australians in the U.S. and Americans in Australia

making expat tax easy, clear and pain-free

We are a boutique tax preparation and advisory firm passionate about providing expert solutions to Australian expats in the U.S. and American expats in Australia. We help ensure tax compliance in both countries.

Services

Taxes making your head spin? As an Australian expat living in the U.S., Jason knows how difficult it can be to navigate two tax systems. He’s been there. Lucky for you, Jason is a U.S. Certified Public Accountant (CPA) and Australian Chartered Accou… — Taxes making your head spin? As an Australian expat living in the U.S., Jason knows how difficult it can be to navigate two tax systems. He’s been there. Lucky for you, Jason is a U.S. Certified Public Accountant (CPA) and Australian Chartered Accountant (CA), specializing in expat taxes. He can prepare your returns and provide tax advice such as residency, overseas investments, avoiding double taxation, setting up a business, selling shares and more. Jason will lay out the tax implications of each option so you can be confident you’re making an informed decision. He is also able to assist you with the IRS Amnesty Program to help you become compliant with your US tax returns.

Learn more

Are you a small to medium sized business looking for one-stop financial support? Offering a full suite of services from business advisory and financial management accounting, to virtual CFO, tax return preparation, technology implementations and more - we’ve got you covered.

Learn more

Expats

We know taxes are complicated enough, before factoring in another country. We specialize in American and Australian tax compliance and are here to guide you to greater tax outcomes. We also provide individualized financial advice based on your unique circumstances.

Tax returns for Australians living in the United States or Americans living in Australia
Tax Advice
IRS Amnesty Program (Streamline Filing Procedures)

Get back on track with your U.S. Tax Returns

Many expats don't realize they have an annual U.S. tax return filing requirement. If you who haven’t filed your taxes in three or more years, you may be eligible for the IRS Amnesty Program, which can reduce or eliminate your penalties. Uptrend Advisory specializes in preparing and submitting your returns in accordance with the IRS’ streamlined procedures. Contact us to find out if you qualify and learn more about how this process can benefit you.

Businesses

Organisation reviews
Internal system and process reviews
Procedural review and implementation
Preparation of business plans
Establishment of key performance indicators (KPIs)
Preparation of cashflow forecasts
Budgeting

Profit and Loss
Balance sheet
Management reports
Project-based accounting including reporting and analysis
Regulatory and compliance services

CFO strategy sessions

Goals into measurable, achievable cash flow
Providing sound business advice
Process improvements
Keeping you accountable to KPIs
Tax advice
Financial modeling

U.S. State and Federal tax return preparation for businesses

Quickbooks
Xero
MYOB

What expats are saying about us

Testimonial

Uptrend knows every detail about filing taxes in the US as an Aussie. Jason answered all my questions quickly and succinctly, giving me the confidence to move forward. From then everything happened efficiently and painlessly. Got everything done within a couple of hours! Absolutely recommended.

— Matt T

As an Australian citizen and US resident, Uptrend Advisory recently helped us through the complexities of completing our US tax return. They were very responsive, professional and had a high level of specialist knowledge across the US and Australian tax systems. Thank you!

— Michael B.

Jason was a pleasure to work with. My wife and I are Australians currently residing in the US. Jason was incredibly helpful and helped us navigate the new tax system ensuring everything was done correctly. We really enjoyed working with Jason and will continue to work with him for our tax needs.

— Andrew J.

Jason was really great at preparing my taxes, as a fellow Aussie it was comforting to know he was familiar with both Australian and US tax law. He was very prompt at answering emails and gave detailed answers to my questions which was really helpful. After I sent him my info he turned my taxes around on the same day! Jason was really professional and friendly, would definitely recommend.

— Michelle L.

I'm an Aussie living in the US and have previously had trouble getting reliable advice on tax filing. Jason was speedy and efficient and provided excellent value for money. Highly recommend.

— Alison S.

Highly recommend. Jason is thorough, communicative, friendly and knowledgeable in both the US and AUS tax systems. Impressively fast at getting things done, right.

— Amy M.

Jason was very professional and attentive in guiding me through a process that, honestly, seemed rather daunting at first. I'm grateful that his help and advice made the process much easier. I particularly appreciated how quickly he responded to my emails. I highly recommend his services!

— Veialu A.

Jason was incredibly helpful with amending my US taxes for the past 3 years and clarified gaps in my filing that I was unaware of having used an e-filing system on my own. I'll definitely be working with him again to file my taxes next year!

— Nadia S.

Jason was super speedy in preparing and filing our US tax returns, gave detailed answers and was extremely helpful in navigating us through complex procedures. Thanks again!

— Liz M.