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.
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
Rachel graduated from Oxford with a degree in Mathematics and spent twenty years working in expatriate tax with PwC in London. She then became the senior manager of the cross-border tax advisory team at Coutts & Co. where she advised a wide range of private clients on their wealth planning and worked closely with their bankers, financial planners and other professionals. From expats in the UK to retirees, business owners and property investors, she likes to ensure that her clients understand their tax position and can make informed choices at every stage.
When Rachel is not working she loves to fly airplanes and spend time with her husband, son, and friends. Rachel enjoys going to festivals, exploring new places and sharing experiences with each other.
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.
Trisha has spent her professional career in a boutique CPA firm specializing international taxation. As an IRS Enrolled Agent, she has worked closely with expatriate clients from a variety of backgrounds: young professionals in TEFL programs, active jetsetters running multinational corporations, career retirees wanting nothing more than some well-deserved peace of mind and everyone in between. She works with citizens, resident and nonresident aliens, and businesses of all structures and sizes on the domestic front. As comfortable with plain English as with ‘Bureaucratese’, she enjoys navigating the often-challenging waters of international tax law.
In her free time Trisha enjoys indulging 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.
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.
Nick qualified as a UK Chartered Accountant with Ernst & Young in London, UK. A year later, in 1992, he began working in the company’s multinational tax department. Seeking more “commercial” experience, he then joined an FTSE-350 engineering company as a tax manager before rejoining the practice in 2000. After working in the London Media tax department, M&A and tax advisory, he started his own firm in 2003 (and sold it in 2012, after he and his wife moved to Argentina). Nick describes himself as having “a bucketful of expat experience” after nine years in general practice assisting US, Canadian, Australia and European expats with their UK filing requirements.
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!
Jackie has spent more than 15 years in financial and accounting management with Fortune 500 companies across various industries including biotechnology, financial services, telecom, healthcare, consulting/outsourcing, and manufacturing. With more than 5 years specifically in public accounting tax services, Jackie has dealt with a variety of tax issues, including capital gains/losses, traders’ accounting, rental properties, foreign tax credit/income inclusion, small businesses, partnerships and S corporations.
Based in Texas, USA
CPA (Certified Public Accountant)
CMA (Certified Management Accounting)
MBA (Master of Business Administration) in Finance
Master of Accounting
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.
Amy is currently living as an expat in NZ and definitely understands the highs and lows of living overseas, especially filing taxes. She truly believes in the service that Greenback provides and wants Greenback’s customers to have the best partner during this process. Using her past experience in customer service and finance, she hopes to contribute to a positive customer experience for Greenback’s customers.
Amy loves traveling with her family and finding new adventures. She spends her free time at the beach, knitting and playing with her dog, Blue and her 4 sheep: Bella, Daisy, Patch, and Pongo.
Austin’s greatest passions lie in traveling and all things technical. He brings with him a combination of technical, customer service, and operations expertise from his previous experience in the B2B energy industry. His goal is to help the Greenback team provide the best customer experience possible by helping to ensure that Greenback is always on the cutting edge of tax preparation for expats.
While never having been abroad (yet), he loves to travel with his fiancée, Jennifer. One of their greatest adventures was a weeklong 3,300 mile road trip in which their next destination’s fate was determined by the flip of a coin at each intersection of major U.S. interstates. The coin took them through 10 states before finally bringing them home again. In his spare time, Austin enjoys PC gaming, movies, driving his two muscle cars (a Mustang and a Camaro), going on adventures, and spending time with Jennifer and their feisty cat, Ana.
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!