Greenback Expat Tax Services
Never worry again if your expat taxes are done right.
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!
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
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.
Bachelor of Arts
MBA (Master of Business Administration)
David
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.
Bachelor of Arts
MBA (Master of Business Administration)
EA (Enrolled Agent)
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.
Christie T.
Christie is an IRS Enrolled Agent that began her career working in real estate investment sales and transitioned to taxation with the IRS Volunteer Income Tax Assistance program working stateside and overseas. As a US military spouse, Christie is grateful to have lived 3 years in Germany where she fostered her knowledge in expatriate taxation. Living abroad gave her unique insight to the complicated tax circumstances that expats encounter to meet their US tax filing requirements. Christie specializes in US taxation, preventative law and tax resolution for military, real estate investors, retirees and small business owners living overseas.
In her free time, Christie is planning the next adventure, relishing savory meals, and working the soil. She loves traveling to new places near and far, and does her best to return to her husband’s roots in Finland every year.
EA (Enrolled Agent)
Bachelors of Science (Business Administration)
Natalie A.
Natalie is a CPA with a Master of Taxation, who has worked in public accounting as well as private industry for over 15 years. Her focus has been on international clients, audits and tax returns. She currently resides in the US, and has lived in Brazil and Israel, and understands the complexity of international taxation. She has been exposed thoroughly with the tax preparation of a variety of domestic and foreign entities, individual returns, in addition to a vast exposure to tax analysis and research for international clients.
She is a member of the American Institute of Certified Public Accountants, as well as the Florida Institute of CPA’s.
Natalie currently resides in Florida, and enjoys cooking and traveling with her family.
Certified Public Accountant
Master of Taxation
Bachelor of Accounting
Padma G.
Padma has worked in taxation for over 12 years and has enjoyed easing clients’ minds when it comes to complying with their tax obligations. She has been fortunate to work with people with diverse backgrounds and with a range of businesses, including partnerships and corporations. She finds it fascinating to be able to work with people all over the world; and this has enabled her to guide clients in various foreign tax matters: getting all FBAR reports up to date, calculating foreign tax credits, notifying them of PFIC obligations, and filing information returns for foreign businesses and trusts.
When not working on tax returns, you can find her working out in the gym, or bowling/watching movies with her child. Learning yoga and becoming better at playing the piano are on her to-do list.
CPA (Certified Public Accountant)
Master of Science (Taxation)
D S.
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.)
CPA (Certified Public Accountant)
Masters of Science (Taxation)
Jennifer B.
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.
EA (Enrolled Agent)
MBA (Master of Business Administration with a Concentration in Accounting)
Doug R.
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.
CPA (Certified Public Accountant)
Chelsea R.
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.
CPA (Certified Public Accountant)
JD (Juris Doctor)
LLM (Master of Laws – Taxation)
CFE (Certified Fraud Examiner)
Bachelor of Science (Accounting)
Nicholas R.
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.
EA (Enrolled Agent)
Master of Science (Accountant)
Bachelor of Science (Accounting)
Yasmin M.
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.
CPA (Certified Public Accountant)
Chartered Professional Accountant (Canada)
Chartered Accountant (Canada)
Jennifer H.
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.
CPA (Certified Public Accountant)
Master of Accounting
Bachelor of Arts (Communications)
Marina A.
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. She enjoys traveling, cooking, yoga and scuba diving.
CPA (Certified Public Accountant)
MBA (Master of Business Administration)
Jeremiah C.
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.
EA (Enrolled Agent)
Bachelor of Science (Business Management)
John R.
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.
CPA (Certified Public Accountant)
Masters in Taxation
Elizabeth F.
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.
CPA (Certified Public Accountant)
MBA (Master of Business Administration)
April G.
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.
CPA (Certified Public Accountant)
Daria P.
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.
CPA (Certified Public Accountant)
MAFM (Master of Accounting and Financial Management)
Jessica L.
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.
CPA (Certified Public Accountant)
Bachelor of Science (Accounting and Finance)
Brandon O.
Brandon has worked in tax for over 15 years. He began his career at a boutique tax consulting firm in Florida that specialized in individual taxation (with a dedicated expatriate tax team), inclusive of tax research, preparation, and audit representation. He also has extensive experience working in the tax departments of a large insurance and financial services provider, as well as a global bank, focusing on a myriad of tax research and reporting issues.
In his spare time, Brandon enjoys spending time with his family, reading nonfiction, playing the guitar, and watching college football.
EA (Enrolled Agent)
Master of Science
Bachelor of Arts
Trevor C.
Trevor is an IRS Enrolled Agent with nearly a decade of experience preparing, individual, partnership and corporate tax returns. He discovered his passion for accounting and tax preparation while assisting friends and family members with their tax returns and business financial statements. Since that time, Trevor has become an IRS Enrolled Agent and is sitting for the Certified Public Accountant exam. Trevor has worked for various small businesses and nonprofits as a part-time CFO and has prepared tax returns for expats all over the world.
Trevor has a Master’s Degree in Public Administration and resides in Upstate New York with his wife and two young children.
EA (Enrolled Agent)
MPA (Master of Public Administration)
Mary M.
Mary is a CPA specialized in the taxation of individuals and businesses, most recently focused on international tax. While Mary’s career began with a focus on customer service and sales in the real estate industry, she found her true calling in the world of tax. Her experience includes tax research, tax planning, entity selection, and tax preparation for individuals, trusts, estates, sole proprietorships, partnerships, S corporations, C corporations, and CFC’s for international and domestic multi-state clients in a variety of industries. She is also experienced in resolving tax issues for clients with the IRS and various state taxing authorities. Mary’s favorite part of her job is making complex tax issues understandable for clients while utilizing the best technological tools to make taxes as stress-free as possible for her clients. She values the opportunity to help expats have a hassle-free tax experience from start to finish so that they can enjoy their life abroad.
When Mary has free time, she loves going on adventures with her husband and three children. Additionally, she enjoys travel, cooking, photography, dancing, and yoga. Recently, Mary has begun focusing on a plan to move her family abroad to experience the expat life.
CPA (Certified Public Accountant)
Bachelor of Science (Accounting)
Bachelor of Arts (Sociology)
Smita P.
Smita is a Certified Public Accountant with over 15 years of tax experience working with businesses and individuals located in the US and overseas. With a degree from the University of West London, Smita started her career in public accounting in London. After moving to California, USA, she obtained her CPA license and commenced with helping businesses and individuals with tax compliance. Besides England and California, Smita has lived in India and Kenya as well.
CPA (Certified Public Accountant)
Bonnie H.
Bonnie’s entire career is centered on her passion for helping expatriates with their taxes so they can focus their energies on their exciting life adventures abroad. She has spent time as an expat herself, living in Frankfurt, Germany for 2 years after graduating from college, and understands first-hand the complexities living abroad can add to one’s tax filings. She is dedicated to helping the process of filing tax returns with international implications as easy as possible.
Overall, Bonnie has been working in the area of Global Mobility Taxation with several of the Big 4 Global accounting firms for the past 8 years. During this time, she specialized in the preparation of tax returns for individuals being sent abroad by their employers on assignment and consultation for companies who were in the beginning stages of setting up a mobility program. She is experienced with the common complexities that can arise from living and working abroad, including special bank account filing (FBAR & Form 8938), implications of investments in foreign mutual funds (Form 8621 filing), the set-up of foreign rental property and eventual sale of rental properties that can lead to foreign exchange rate gain/loss, and many more.
When Bonnie has free time, she enjoys reading non-fiction, spending time with her family, and cooking new recipes.
IRS Enrolled Agent
Bachelors in Accounting and International Studies
Fluent in German
Reena J.
Reena is an enrolled agent with 12 years of experience in US expat tax. She began her career with a Big 4 accounting firm in India, specializing in the preparation of expat and inpat tax returns for Americans. Since 2012 she has been working in US/Canada cross-border tax, bringing a wealth of experience to Greenback.
Born and raised in India, Reena has settled into her new home in Canada with her family, where she enjoys traveling and spending her free time with her 7-year-old son.
Bachelor’s degree in accounting
Post Graduate Diploma in Public Accounting
Stephen S.
Stephen has 20 years of experience working for local, regional, national, and international CPA firms – also working exclusively on expat and inpat taxes returns for executives of Fortune 100 companies. Born and raised in Virginia, Stephen loves to get outdoors with his family and friends where they enjoy hiking, exercising, playing golf or even sitting down to a game of chess.
Bachelor’s Degree in Accounting
Minor Psychology
Jack W.
Jack is an experienced tax consultant who thoroughly enjoys working with taxes, seeing them as puzzles he gets to solve. After retiring from the Army in 1993, Jack received his Bachelor of Science in Business Administration from the University of Colorado and his Master of Business Administration from the University of Texas. He has volunteered as CFO for several charities, including a shelter for at risk women with children. When at home, he enjoys cooking up a delicious meal or taking his boat out for a spin.
CPA
Bachelor of Science in Business Administration
Master of Business Administration
Tracy L.
Tracy is from New York where she attended school and gained nearly 15 years of public accounting experience working for midsize accounting firms. There, she worked on tax pereparation for high net worth individuals, corporations, partnerships, estate, and trust. Since then, Tracy has specialized in expat tax returns, enjoying the opportunity to share her knowledge to help Americans working abroad with their expat tax preparation.
In her spare time, Tracy enjoys working out at the gym, traveling, and cooking.
CPA (Certified Public Accountant)
MBA (Master of Business Administration)
Master of Science (Taxation)
Megan C.
Megan, an IRS Enrolled Agent, began her career at a Big 4 accounting firm where she specialized in international corporate tax consulting. She developed a passion for expat tax issues after friends working abroad reached out for assistance navigating the complex US rules for expats. Having lived and worked in China, she understands that life abroad can be challenging and is dedicated to helping expats fulfill their US filing obligations as painlessly as possible.
In her free time, Megan enjoys cooking, rock climbing, and reading.
EA (Enrolled Agent)
JD (Juris Doctor)
Bachelor of Arts (Economics)
Mark P.
Mark is a CPA with over 30 years of tax experience in both public accounting and private industry. He began his career with a local CPA firm before moving on to a Big Four firm and then into private industry. Most recently, he was the Vice-President of Tax for a global Architect and Engineering firm. In addition to his corporate tax responsibilities, he provided tax planning and tax compliance advice to the firm’s expatriates on assignment to many foreign jurisdictions. Mark was also a volunteer CFO and board member for a non-profit agency providing services to adults on the autism spectrum. Mark lives with his wife in Maryland and has two grown sons, and also enjoys recreational cycling and kayaking in his free time.
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.
Tabitha P.
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.
Bachelor of Science (Marketing)
Lisa H.
Lisa is a life-long computer enthusiast with a passion for making things happen (and working remotely!). She brings with her a unique blend of analytical, creative, and technical skills fostered at Cornell University and highlighted through her experiences in the San Francisco Bay Area’s startup world. She’s obsessed with efficiency, a pro at managing competing priorities and always up for the challenge to deliver business results. She prides herself on strategizing at the 30,000 foot view as well as not being afraid to get her hands dirty to get it done. Through her various travels exploring and living abroad, Lisa is thrilled to be a part of the Greenback Team making a difference in the lives of expats.
When she’s not working, you can find her adventuring in nature, searching for the best street food, and spending time with her family and friends.
Bachelor of Arts (English)
Minor (Computing in the Arts)
Roula V.
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.
Bachelor of Science (Business Management)
Marissa M.
Marissa has had a life-long passion for helping people. She has her Bachelor’s degree in Communication, and has worked in marketing and special events before being introduced to Greenback. Marissa’s goal is to help Greenback’s clients have the most hassle free tax experience so they can get back to living their adventure abroad.
In her spare time Marissa enjoys coaching figure skating, traveling, and spending time with her English bulldog puppy, Gretta Grace.
Bachelor of Applied Arts (Communication)
Adam R.
Adam is a Project Operations Manager with a focus on process. He began his career in enterprise software before working for a small startup in the online education space. Through his various experiences, he’s developed a knack for improving processes to help organizations run smoother. Though born in Illinois and educated in Texas, Adam now calls Southern California home.
When he’s not working, you can find him experimenting in the kitchen, taking a hike, or practicing some sort of new skill.
Bachelor of Arts (Economics)
Jennifer E.
Jennifer graduated from Ferris State University with a B.S. in Applied Science of Dental Hygiene. Before joining Greenback as an office manager, Jennifer worked in the private practice dental world for over nine years. Dental hygiene and office administration require very similar skills and talents. Jennifer is well versed in project development; very detail oriented; and strives to create and maintain work environments that are fluid and efficient. Although Jennifer has yet to experience expat life abroad, she can empathize with American expats after hearing many accounts from family members.
Jennifer is a true Michigander and loves the seasons that the beautiful state has to offer; although she prefers a shorter winter. Kayaking, yoga, spending time with friends and family, and taking her Golden Retriever Jade on adventures are just a few of her passions.
Bachelor of Science (Applied Science of Dental Hygiene)
Cheri D.
Cheri is our Operations and Process Specialist, managing back-end operations from end-to-end. She has had the opportunity to help multiple businesses in her career as a marketing, operations and ‘everything digital’ freelancer. She joined Greenback full-time to help scale and grow the business through her speciality in bridging the gap between marketing, operations and back-end technology. She has a love for figuring out and simplifying processes!
When she’s not working, she plays competitive soccer and recreational ball hockey. She enjoys live music, traveling and watching live sporting events. She has two dogs and cherishes peaceful nature walks with them.
Bachelor of Applied Business & Entrepreneurial Studies
Alleen L.
Alleen comes to Greenback with over 15 years of human resources experience with a focus in recruitment and employee relations. Alleen loves meeting new people and providing encouragement on how they can use their gifts and talents to progress in their career. She prides herself on emphasizing the “human” piece to the field of human resources. Alleen’s ability to strengthen the link between people and strategy, as well as utilize her interpersonal and organizational skills, is invaluable. She is an Air Force veteran having served 5 years, 3 of which were in spent living in Belgium where she caught the travel bug.
When she is not working, Alleen enjoys spending time with her family (her favorite people) watching Star Wars movies, playing board games and planning family trips.
Bachelor of Arts
MBA (Master of Business Administration)
Brooke H.
Brooke comes to Greenback with 15 years of experience in on-air media, online marketing, and advertising for several corporations. She loves being creative, brainstorming, collaborating, and helping people achieve their goals!
Outside of work, she enjoys spending time with her family, including hikes, concerts, and family trips (Disneyland is a must every year!) She is also an avid supporter of several non-profit organizations including The American Cancer Society, The American Lung Association and the March of Dimes.
