WHAT MAKES US SHINE? OUR ACCOUNTANTS!
We specialize in American tax services for US expats.
LAUREN BARNETT Having worked in the international assignments specialist tax group at a “Big 4” accounting firm for over 9 years, Lauren has a wealth of experience providing American tax services to the expatriate community. Lauren also has experience of being an expat herself, having spent three years working in Houston, TX, before returning to Sydney in 2009. Lauren has a very thorough understanding of the added complexities that an international move can bring to her clients’ tax affairs, and prides herself on being able to explain even the most complicated technical issues in plain English! When Lauren is not providing American tax services, she enjoys spending time with her young family, and her cat (who moved with her to Australia from Texas!). She also enjoys swimming, netball and making the most of Sydney’s outdoor lifestyle. |
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Kevin has been providing best in class american tax services to customers since the 1990′s. In his 15+ years of taxation experience, Kevin has dealt with a variety of tax issues including capital gains/losses, rental properties, foreign tax credit/income exclusion, small businesses, partnerships, and Subchapter S Corporations. His clients regularly attest to the fact that he takes pride in his work and is extremely knowledgeable. In his free time, Kevin enjoys various outdoor activities including downhill skiing and hiking. He also enjoys watching college football and basketball, and major and minor league baseball. He lives in a western suburb of Chicago with his wife Ann and daughter Maggie. |
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With over 16 years of experience in taxation and accounting, Billy has an extensive background working with individuals and businesses, both domestically and internationally. Specific to American expatriate taxation, Billy spent 6+ years with Arthur Andersen, LLP in their international department specializing in expatriate and inpatriate taxation. Billy has a unique ability to communicate complex tax issues in layman’s terms and really enjoys working with his clients to minimize their tax liabilities to the extent the law allows. Away from the office, Billy enjoys spending time with his wife and son, his two Labradors, and his other animals on his small farm. You will also find Billy pursuing his love of the outdoors as he enjoys mountain biking, cycling, paragliding, fishing, hiking, and skiing/snowboarding. |
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Jessica has provided tax preparation services for a variety of firms, ranging from a position as a Tax Resolution Specialist with the IRS to a position as an accountant with one of the top 10 public accounting firms. Her primary focus with her previous experience has been with multi-state partnerships and expatriate tax returns. She has seen everything; from both sides of the playing field! Jessica has always been a rodeo girl at heart and is a former barrel racer. her husband matt is an active team roper that produces weekend team roping events in Indiana. To support her husband and her love of the rodeo sport, Jessica announces, times and bookkeeps events. Jessica also has two small children, ages 2 and 4, that make it their job to keep Jessica busy! |
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Sean is a career accountant with 20+ years experience dedicated to the accounting process and tax rules as they affect small businesses and individual taxpayers. He has vast experience in individual resident and non-resident tax preparation as well as business, trust, and non-profit tax return preparation. Sean enjoys informing and educating clients on finances and tax rules as they apply to them. Sean currently lives and works in Northwest Montana after moving there in 1993 to start his family and new life with his wife of 17 years. He has two sons ages 16 and 9. Sean is also a dedicated Martial Arts practitioner and coach. He is a 2nd degree black belt in Taekwondo; he even earned two gold medals at the US National Taekwondo Championships in 2007. He is a student of Judo and Brazilian Jui Jitsu as well. He enjoys camping and water sports during the summer months in the many lakes in Montana. |
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Kevin brings 13 years of tax experience to Greenback, the last nine spent predominately in the expatriate tax arena. In addition to working for a few local CPA firms in the San Francisco Bay Area, he also spent a combined four years working for both Deloitte & Touche and KPMG in their international assignment practices. Kevin was drawn to expatriate tax (and the Big 4 accounting firms) while writing his thesis on non-resident and dual-status resident taxation. Kevin’s personal tax situation, a U.S. citizen marrying a non-U.S. citizen or green card holder, served as the basis for his thesis. When Kevin is not spending time with his wife and two young children, he enjoys hiking and running. Kevin also considers himself a hardcore sports fan with his favorite sports teams being the Oakland A’s and Los Angeles Lakers. |
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OFFERING SOME SUPPORT… |
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An expat at heart himself, Josh is a new addition to the Greenback team, responsible for partnerships and coordinating with prospective customers. After completing his degree at the Fox School of Business at Temple University, Josh was quick to pick a city and pack up shop, promptly moving to Asia. Originally from Pittsburgh, PA, it came as no surprise to Josh’s friends and family when he picked up and moved, quite literally, to the other side of the world in Thailand. International geography, culture and travel have always been a big interest for Josh throughout his life. Josh’s other interests include music of all kinds, the outdoors, and anything having to do with the automotive industry. |
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LAST BUT NOT LEAST… |
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Born in Brooklyn, New York and raised in Westchester, New York, David’s 5 siblings never envisioned the world traveler that lurked beneath the surface. David’s second trip out of the USA, a study abroad program in Belgium, had him hooked. After a number of years in banking in New York, David moved to Barcelona, Spain to pursue an international MBA at IESE Business School. After living in Spain for two years, David moved to London for six years. It was while he lived in London that the idea for Greenback Expat Tax Services came to be. Year after year, David and Carrie found that filing their expat taxes was a nightmare. Expensive accountants that treated them like a number. US CPAs that were well-meaning but not up-to-date on the rules as they apply to expats. And lots of forms and calculations… David’s sole mission now is to find the best expat accountants across the world and recruit them to the Greenback Expat Tax Services team. |
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Even from a very young age, it was easy to see that Carrie would be a life long world traveler and expat. Carrie grew up in Mexico City and has lived in Spain, the United Kingdom, Uruguay, Brazil and now Indonesia. Carrie has been living permanently outside the US since 2002, when she moved to Spain to earn a bilingual MBA at IESE Business School in Barcelona. After Carrie’s graduation from Columbia College, she started her career in product management and marketing, where she worked on developing best-in-class products and services in the financial services arena, before finally moving into general management. Carrie spends her days now ensuring that Greenback Expat Tax Services offers exactly what US expats need: easy to use, professional American tax services that delight our customers. |
| Remember: Only attorneys, CPAs and Enrolled Agents may represent you in all matters in front of the IRS, which is critical to keep in mind when determining who you will choose to help with your American tax services needs. |
KEVIN COSTELLO
BILLY GORDON
JESSICA LEGAN
SEAN SAADI
KEVIN SNYDER
JOSH HUBER
DAVID MCKEEGAN
CARRIE MCKEEGAN
