Never worry again if your expat taxes are done right.
Our American Expat Tax Services Team
Greenback is extremely proud of the team we have assembled to help you with all your American expat tax services. We hand-select only the most experienced, knowledgeable and friendly professionals for our team. Our accountants are all specialized in handling international tax matters and bring with them a wealth of expat accounting expertise. Take a moment to learn more about the Greenback team!
Established in 2008Meet the Founders
After being frustrated and overwhelmed with their own expat tax needs, Carrie and David decided to build a service that could meet the needs of US expats — a tax preparation company whose accountants were at the forefront of expertise in US expat taxes, that was simple and easy to work with, and treated customers fairly and respectfully.
Carrie is a long-term expat, travel lover and seasoned business professional who believes that filing taxes doesn’t have to be a grueling process. Originally from New York, Carrie was raised in Mexico City, and has since lived in Barcelona, London, Montevideo, Rio De Janeiro, Buenos Aires and now Bali. Carrie has a BA from Columbia University and an MBA from International Business School IESE, followed by 15+ years in marketing and general management. Carrie and her husband and co-founder David started Greenback after struggling to find a firm to do their US taxes as Americans living in the UK.
Carrie now spends her days ensuring that Greenback offers exactly what US expats need: easy-to-use, professional American tax services that delight our customers.
David is an Enrolled Agent, an MBA, and an experienced finance professional and entrepreneur. Having grown up in Brooklyn, New York, with 5 siblings, it wasn’t until David’s second trip out of the US (an exchange program in Belgium) when David caught the travel bug. Since then, David has lived all over the world. 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 who treated them like a number, US CPAs who 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.
Based in Bali, Indonesia & New York, USA
Bachelor of Arts
MBA (Master of Business Administration)
EA (Enrolled Agent)
The A-TeamMeet the Accountants
Each of our accountants brings a wealth of proven professional experience to the team. We know that what our customers value most is having expat-expert accountants in charge of their US expat taxes, and we rise above the competition in that regard, hands down.
Nikki is an IRS Enrolled Agent with over 15 years of expatriate tax exposure. Her career began with the Big Four Accounting Firms while she worked in Switzerland in the Geneva and Lausanne offices dealing exclusively with expatriates. She dealt with many American expatriates working for multinational companies and international organizations helping them with their complex tax residency matters and stock option issues.
Later when Nikki moved to Australia, she gained exposure to American expatriates living and working in the Asia Pacific region. Nikki is well versed in guiding expatriates through the many tax issues looking to localize in their new home and optimize their global tax position.
Nikki is a keen traveler and enjoys bushwalking along the many beautiful trails of Australia. Her favorite is the Great Ocean Road.
D has been a CPA for the last 20 years and has focused on international and expat tax issues while working for a Big Four accounting firm and major tax software company. Her expertise extends to state and foreign income tax and residency issues and all expat tax filings, including FBAR. She has been both an expat and a small business owner, so she understands the challenges that come with living and working abroad.
Although she and her Australian husband currently live in the US, she has lived all over the world, including in Australia, Mainland China, England and France. She loves to learn local cultures and tries to learn to say a few phrases in the local language. (She can say a greeting, “thank you” and count (1-10) in 10 languages so far.)
Based in Washington State, USA
CPA (Certified Public Accountant) in Washington and Texas
Masters of Science – Taxation (with an additional master’s level international business certification)
Jennifer is an IRS Enrolled Agent with over 10 years of experience with Big 4 accounting firms. She has spent her career focusing on assisting individuals on expatriate assignments with their US tax filing obligations both while living abroad and after returning home. Jennifer has worked with a wide range of clients from around the world.
Jennifer enjoys spending her free time with her husband and dogs in the outdoors! She enjoys traveling, camping, fishing, horseback riding and spending time with family.
Based in South Carolina, USA
EA (Enrolled Agent)
MBA (Master of Business Administration with a Concentration in Accounting)
I graduated in 2001 with an accounting degree. Since then, I took the long road to my current career with detours as a Logistics Coordinator with Outward Bound and as a Park Ranger with the South Carolina State Park Service. I have been preparing tax returns since 2005 and obtained my Enrolled Agent credentials in 2013. In 2014, my wife and I moved to Germany and I began working in the expat community preparing tax returns. Although my German is still horrible, I can work my way through a German tax return with amazing speed.
My wife is a teacher and although we live in the city, we prefer a quiet peaceful life in the woods. Whenever vacation comes around, we try to travel to the mountains or coast and look for small isolated places that can bring us a sense of peace. I enjoy snowboarding, hiking, camping and using our “way too big” RV to find the next adventure.
Melinda’s larger world view began with an undergraduate degree in International Studies, a semester in Luxembourg, a summer in Paris and fluency in French. She segued a liberal arts degree into the business world at a Big 8 firm while specializing in expatriate tax, traveling to Brussels and Israel. Melinda and her two children spent a year in Bergamo, Italy while she obtained her Montessori Elementary training. She has since returned to public accounting, accumulating ten years’ experience dedicated exclusively to expatriate tax. Servicing a multinational client with expats in over 60 countries provides Melinda with familiarity to many foreign tax filing jurisdictions and the impact to US tax filings.
Tracy is an IRS Enrolled Agent with fourteen years of experience working with individual, expat, military, and small business returns. Currently based in Las Vegas, Nevada she is no stranger to living abroad, having spent 24 years in Germany and Holland during which time her interest in expat taxes was sparked.
When she is not immersed in the tax world she enjoys hiking, traveling, cooking, and spending time with family.
Based in Nevada, USA
Bachelor of Science (Business Administration-Accounting)
Wendy qualified as a UK Chartered Certified Accountant in 2002. She has over 20 years experience in accountancy with a mix of public practice and international corporate roles. Most recently she was running her own practice in the UK, mainly dealing with expats and assisting with their UK reporting requirements. The business was sold in 2016 before she moved, with her husband, to America.
Having spent her whole life in the UK Wendy moved to California mid 2016 as her husband started working for Apple. Wendy’s passion is travel and she likes to visit new and unusual places. She has also used her accountancy skills to volunteer as an accountant in Tanzania, Zambia, South Africa, India and Cambodia.
In a 30 plus year career, Doug has worked as a practicing CPA and financial executive and served in corporate controller and CFO positions. Recently, he has been devoted exclusively to tax practice focused on expat tax clients as well as expat compliance understanding the ins and outs of the Offshore Voluntary Disclosure Program (OVDP).
Doug lives with his wife Barbara in New Mexico. Both enjoy recreational cycling, and travel. He has two grown children, both lawyers, who also live in New Mexico.
Ross is a licensed attorney, CPA, and an IRS Enrolled Agent. He studied accounting at the University of South Florida and law at Stetson University College of Law before moving to Central America in 2012. Ross specializes in preparing expat tax returns. Having lived abroad himself for more than four years, Ross has had a great deal of experience working with US taxpayers abroad. Prior to working on expat tax returns, Ross was a family law lawyer in Florida.
Ross lives in Costa Rica with his wife Silvia and they have three cats, one dog, and one rabbit. He spends his spare time practicing Brazilian Jiu-Jitsu and reading.
Chelsea is a CPA and attorney who has worked in public accounting and auditing for over 10 years. She has worked closely with US expats with complex tax situations and has experience in handling the myriad of issues that US expats face while living abroad and dealing with US taxes. She is a member of the State Bar of Michigan Finance and Audit Committees.
Chelsea currently resides in Michigan with her two young children. She spends her Saturdays in Fall attending University of Michigan football games.
Nicholas grew up in Washington D.C. but moved to New York City to obtain a bachelors and masters degree in accounting from Fordham University. He began his career in New York City, working at one of the largest global CPA firms in the world. He gained a wide range of experience advising his clients with their domestic and foreign individual and business tax returns. Nicholas then worked at several other large regional firms in New York City with a focus on international taxation. He worked extensively with taxpayers who had foreign and domestic filing requirements including foreign bank account reporting, expatriation issues and tax return filings. He recently fulfilled a life long dream of his and joined the expat community himself by moving to Madrid, Spain.
Nicholas loves to play sports, specifically basketball, skateboarding, and snowboarding. He is passionate about traveling and enjoys exploring new foods and cultures along the way.
Yasmin is a Chartered Professional Accountant, Chartered Accountant and a Certified Public Accountant. She began her career with a Big 5 accounting firm in Toronto, Canada where she specialized in the preparation of expatriate taxes for Canadians and Americans living abroad. After fourteen years in Toronto, Yasmin moved back to Nairobi, Kenya where she worked in finance with several large corporations. During that time, she also continued preparing expatriate tax returns as well.
When Yasmin is not working she loves traveling to exotic locations for family reunions. She enjoys hiking in the Karura Forest and spending long weekends in Masaai Mara and on the beach in Mombasa.
Erin is an IRS enrolled agent with 10 years of tax preparation. She gained her tax experience preparing a wide variety of personal and business tax returns for local and international companies. When she became an expat herself, Erin gained a wealth of experience in expat taxes working with various foreign corporations. She frequently heard from frustrated expats about how difficult it was to get any reliable tax help and began channeling her tax expertise into helping expats understand and utilize every deduction possible to reduce their US tax liability.
Erin splits her time between the Pacific Northwest and Baja California Sur, Mexico. She is a huge soccer fan and enjoys spending her free time with her husband and dogs, surfing, skiing, training jiu-jitsu and cooking.
Based in Washington, USA & Baja California Sur, Mexico
Stacy is a CPA and began her career with a “Big 6” accounting firm. Since then she worked in a corporate environment as a controller, owned and operated her own business, and eventually returned to public accounting where she specializes in expatriate taxation. Stacy has worked with clients around the world, helping them navigate the Streamlined Offshore Filing Procedures and maintain US tax compliance. In addition, she has hosted several seminars and webinars to help US expats understand their US tax filing requirements.
Stacy enjoys getting to know her clients and loves hearing their unique expat story. No one enjoys the tax return process, so her goal is to simplify the process and make it as painless as possible.
Lisa is an IRS Enrolled Agent. She began her accounting career as a corporate accountant, and earned a Bachelor’s of Science in Accounting and Finance and a Masters of Science in Management with a concentration in accounting. Lisa soon began working at a mid-sized regional firm where she gained a coveted position in the Sports and Entertainment Department. There she prepared returns for professional athletes including members of the MLB, NBA and NFL. This was her introduction to foreign account reporting–and it has been a passion ever since. Lisa has extensive experience helping clients get caught up on their US tax returns, especially via the Offshore Voluntary Disclosure Program.
She enjoys traveling and is an avid motorcyclist who enjoys scenic rides all over New England.
Justine is a Chartered Professional Accountant and Certified Management Accountant in Ontario. She holds an MBA, specializing in Finance and Accounting. Prior to focusing on individual and business taxes, Justine managed the accounting department of a mid-sized manufacturing company. She enjoys working with a variety of clients, from self-employed individuals to corporations with complex tax situations. Justine has worked extensively with US clients in Canada, helping them remain compliant with their US and Canadian tax filing obligations.
When not working, Justine enjoys running, pilates & yoga, and spending time with her husband and dogs.
Jennifer’s career began at a Big 4 CPA firm. Throughout the past 15 years she has worked on tax returns for worldwide corporations, S-corps, individuals and US expats. Her passion for working with expats and her extensive experience in filing foreign tax returns for corporations and individuals living abroad is what brought her to Greenback. One particular area of expertise is filing tax returns for individuals who own their own business or rental properties.
She has spent her whole life in Wisconsin, where she lives with her 4 children. She spends her ‘free’ time shuttling them to football, lacrosse, soccer and horsebackriding or going to WI Badger football and basketball games on the weekends.
Marina, a CPA (Certified Public Accountant) with her Masters in Business Administration (Accounting), started her career at Big 4 accounting firms in the Russian Far East. Married to a career expat for almost 20 years, Marina has lived and worked around the world and gained firsthand experience with the challenges of being an American expatriate living abroad, as well as as foreign national living in the USA. Marina has extensive experience with individual, C-corporation, S-corporation partnerships, multi-state returns and clients with rental properties.
Marina enjoys providing fellow expats with tax preparation and related advisory services. Marina also serves as Treasurer on the board of a local expat women’s association. She is based in Southern California and currently lives in Tanzania. She enjoys traveling, cooking, yoga and scuba diving.
Jeremiah has worked for leading tax preparation companies for over a decade. He began has career as a retail office tax preparer who prepared basic income tax returns. His interest in expat taxes grew and Jeremiah made it his mission to become an expert in small business, military and foreign income tax returns. His personal model for success — “Every puzzle begins with one piece being placed in the right place at the right time” — stems from his natural curiosity and determination to problem-solve. Jeremiah has a passion for learning and is always up for a challenge. He is currently enrolled in law school.
When Jeremiah isn’t working with a customer or in school, he enjoys traveling and cooking.
John’s career in corporate accounting and taxes began 20 years ago with Fortune 500 companies and a mix of corporate and public accounting work. He has worked extensively with expats on a variety of tax issues, from tax preparation to Totalization Agreements and obtaining a Certificate of Residency. With his work in both federal and foreign taxation, he is extremely experienced with navigating the expatriate tax complexities as it relates to US tax reporting.
He is originally from Trinidad & Tobago but now calls the US home. When John isn’t solving expat tax issues for his clients, he enjoys spending time with his family and grandchildren and playing tennis as much as he can.
Paul is an IRS Enrolled Agent with a Bachelor of Science Degree in Finance/Accounting, as well as a Master of Military Operational Art and Science. He has been preparing taxes for well over ten years and has lived and traveled extensively abroad, which gives him the true expat perspective. He enjoys researching tax laws and regulations and finding creative ways to help people save money on their US expat tax returns.
Paul is an an avid skier and snowboarder who works part-time as an instructor during the winter. He also enjoys mountain and road bike riding, hiking and kayaking during the time where there is no snow.
Juan is an IRS Enrolled Agent with a BA in Business Management. He has over seventeen years of experience working as a tax professional, with over thirteen years of specialized work with American expatriates. Juan spent 9 years working for an investment advisory firm providing expatriate tax compliance to high net worth individuals including CEOs and senior executives of Fortune 500 companies. In his personal tax practice he worked with tax preparation firms, advising and assisting expats, green card holders and foreign nationals. He chose to work with expats because of the numerous challenges they face in this field and felt it was important to represent their best interests with the government.
Elizabeth is a CPA with an MBA in Tax and Accounting. She has over ten years of experience in the preparation of individual and corporate income tax returns. She prepared expatriate returns while working for the Big 4 public accounting firms. She enjoys tax research/planning and loves the challenge of helping clients find additional ways to reduce their income tax liability. She understands the challenges of relocating and working in a foreign country first hand, as she and her husband relocated from Canada to the United States in the late 1980s.
In her free time, Elizabeth loves to travel and explore new cultures with her two children, ages 16 and 12.
April’s first experience with US expat taxes began with her time abroad teaching English in Japan. Now a CPA, she has worked at a boutique expat tax firm in Paris, France and in the international assignment services group of a Big Four in Australia. April understands the complexity of US taxes and can personally relate to the frustrations Americans encounter when filing their US expat tax return.
April and her French-American family now reside in Sydney, Australia. She speaks fluent French and American English with a few Aussie-isms thrown in to keep things interesting. Whether in English or French, April is highly skilled at communicating the idiosyncrasies of taxes in a clear, concise manner.
Daria’s entire educational and professional career has circled around accounting. She earned a BBA with a major in Accounting, followed by a Master of Accounting and Financial Management in the United States. While in the United States, she became a CPA and worked as an accountant and an auditor. Afterwards, she relocated to China, where she joined an expatriate taxation department within a Big Four firm. Daria was part of the team that started the US Individual Taxation work for the firm, and they were one of the first Big Four firms to deal with US individual taxation in China. She was later relocated to Hong Kong, where she now works with the Greenback team virtually.
Based in Hong Kong
CPA (Certified Public Accountant)
MAFM (Master of Accounting and Financial Management)
Christina is a Certified Public Accountant with more than 28 years of experience. She started her career as a staff accountant, then opened her own practice in 1990 and has been happily working directly with Americans on their taxes ever since. Her responsibilities include tax research, tax preparation (individuals, trusts, partnerships, C corporations, S corporations, nonprofits), review and all the administrative tasks necessary to deliver tax returns to clients. Christina believes that to perform tax planning, it is important to research and communicate these strategies to the client in everyday terms that they can understand.
Based in Arizona, USA
CPA (Certified Public Accountant)
MBA (Master of Business Administration)
Jessica has provided American expat tax services for a variety of firms, ranging from a tax resolution specialist with the IRS to being an accountant with one of the top 10 public accounting firms. The primary focus in her previous experience was with multi-state partnerships and expatriate tax returns. She has seen everything from both sides of the playing field! She has a deep knowledge of expatriate tax issues and is extremely personable and easy to work with. Her customers appreciate her quick response, as well as her commitment to providing accurate, timely expat tax returns.
Having worked in the international assignments specialist tax group at a Big Four accounting firm for more than nine years, Lauren has a wealth of experience providing American expat tax services. Lauren also has experience in being an expat herself, spending three years working in Houston, TX, before returning to Australia in 2009. Lauren has a very thorough understanding of the added complexities that an international move can bring to her clients’ tax affairs, and she prides herself on being able to explain even the most complicated technical issues in plain English!
Based in Perth, Australia
EA (Enrolled Agent)
Bachelor of Commerce (Accounting)
LLB (Bachelor of Law)
Behind the ScenesMeet the Management
Some companies say they are customer-service focused, but Greenback truly cares about each and every client. We strive to exceed expectations every step along the way and the management team works diligently behind the scenes to ensure this happens.
Katharine is a lover of words, a staunch defender of the Oxford comma, and a passionate digital marketer. She has past communications, editorial, and content marketing experience with luxury hospitality and health brands.
In her free time, Katharine can be found digging through old vinyl records, obsessing over her apricot standard poodle Percy, and planning her next grand adventure. Her favorite destinations thus far include Hanoi, Maasai Mara National Reserve in Kenya, San Miguel de Allende, and the Argentine side of Iguazú Falls.
Following 15 years running not-for-profit organizations at the Executive Director level and training their leadership in operations, fundraising, and financial management, Stephanie was recruited by a service-industry startup to be the company’s Controller and Assistant Director of Operations. This began her journey into the world of professional accounting. After subsequently serving as the Controller for a small manufacturing company, she joined the Greenback team. With expertise in leading and mentoring teams, process management, and data-driven problem solving and business strategy, Stephanie brings a passion for staff development and a love of analysis to her role as Greenback’s Tax Practice Manager.
Stephanie has a love of all things food. Apart from enjoying home-cooked meals or trying new restaurants, she enjoys spending time with her newly-adopted dog and with her friends and family.
Roula has a passion for helping people! She has been in HR and Customer Service for the better part of her career and coming from a Greek family, nurturing is second nature. She has her BS in Business Management, and has worked in industries such as Financial Services and Education, as well as helped run her family’s flower and event business for over 18 years. She was born and raised in Chicago, but recently relocated to Greece. She loves food and cooking is a huge hobby of hers. She also enjoys traveling when she can.
Tabitha has been an expat herself, knowing full well all the joys and headaches that can come with it! Having spent time living in both Italy and Canada, she understands the hassle that expat taxes can be. Her goal is to help reduce that burden for our clients by providing clear guidance, and answering expat tax questions as needed.
Tabitha has a Bachelor’s degree in Marketing and certificates in direct, B2B and e-commerce marketing.
In her spare time she enjoys anything to do with the outdoors – especially long hikes with her husband and four-legged “sons,” Jagermeister and Atlas.
Lisa is a life-long computer enthusiast with a passion for all things digital. She brings with her a unique blend of analytical, creative, and technical skills fostered through her marketing and advertising experiences in the San Francisco Bay Area’s startup world. Although her husband’s job has currently relocated her to various locations around the world, that hasn’t stopped her from pursuing her love of digital marketing. Being a new expat herself, Lisa is learning all the ins and outs of this lifestyle, and she is thrilled to be a part of company that is truly making a difference in the lives of expats.
When she’s not working, Lisa loves to be outdoors, cook with new ingredients, explore new places, and spend time with family and friends.
As a former Vice President of Marketing for a nationally recognized mortgage service provider, Joellen comes to Greenback with more than 18 years of sales and marketing experience. While she has a passion for traveling, her true love is making sure Greenback’s customers have the best experience possible when using Greenback services. Using her skills in public relations, market research, advertising and strategic planning, Joellen ensures every expat using the Greenback website enjoys their visit.
Joellen is the mother of two grown sons who earned the rank of Eagle Scout during her time serving as a leader in the Boy Scouts organization for 11 years. Also as a leader, Joellen was able to complete the Woodbadge for the 21st Century Program for adult leaders.
Brittany has a passion for all things marketing – and she’s especially passionate about her background in creative and copy writing. Her past marketing and public relations experience has led her to Greenback, where she enjoys collaborating with the team and working on unique, creative ideas to help make the tax process hassle-free (and even fun!) for expats around the world. She is a lover of travel herself, and insisted her (now) husband accompany her on a European backpacking trip so he could experience the beauty of Europe, too. After that trip, he was also bitten by the travel bug. Now, they are scheming of places to visit and bring along their young daughter!
Having recently moved from Virginia to Tennessee, Brittany enjoys exploring the area with her husband and daughter, running, Virginia Tech Hokies football, going to the beach and of course, traveling!
Trisha spent most of her adulthood bouncing from one professional hat to another. Once she landed in the tax world, she worked as a supervised preparer for several years in a boutique CPA firm specializing in international taxation before eventually seeking the Enrolled Agent designation to better serve her clientele. She has worked closely with expatriate clients from a variety of backgrounds: young professionals in TEFL programs, active jet setters running multinational corporations, career retirees wanting nothing more than some well-deserved peace of mind and everyone in between. While she worked with citizens, resident and nonresident aliens, and businesses of all structures and sizes on the domestic front, her general specializations lay in estate and gift tax and nonprofit reporting.
She enjoys navigating the often-challenging waters of international tax law and seeks a historical and theoretical approach to explicating the apparent madness. This approach, combined with her previous professional identities as a teacher and aspiring canon lawyer, serves her well in her role as Greenback’s Compliance and Training Manager, which she fills in addition to her accounting role. As the Compliance and Training Manager, Trisha makes sure that the accounting team stays ahead of the ever-changing curve in its international tax expertise, and consistently delivers the worry-free, expert tax returns that Greenback’s clients expect and deserve.
In her free time, Trisha continues to indulge the Classicist in her by learning and teaching dead languages (mostly Latin and Biblical Hebrew), listening to and singing Renaissance polyphony and tinkering with computer hardware.