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.
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)
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)
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.
John
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.
Certified Public Accountant
Masters in Taxation
Jeremiah
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.
Enrolled Agent
Bachelor of Science (Business Management)
Daria
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.
Certified Public Accountant
Master of Accounting and Financial Management
Jessica
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.
Certified Public Accountant
Bachelor of Science (Accounting and Finance)
Marina
Marina 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 US. 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.
Certified Public Accountant
Master of Business Administration
Elizabeth
Elizabeth 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.
Certified Public Accountant
Master of Business Administration
Mary
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.
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.
Certified Public Accountant
Bachelor of Science (Accounting)
Bachelor of Arts (Sociology)
Reena
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 of Science (Accounting)
Masters in Public Accounting
Smita
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.
Certified Public Accountant
Brandon
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.
Enrolled Agent
Master of Science
Bachelor of Arts
Megan
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.
Enrolled Agent
Juris Doctor
Bachelor of Arts (Economics)
Trevor
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.
Enrolled Agent
Master of Public Administration
Tracy
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.
Certified Public Accountant
Master of Business Administration
Master of Science (Taxation)
Chad
Chad has over 18 years of experience in expat taxation and global mobility, beginning his career with a Big 4 accounting firm in Japan where he also prepared Japanese income tax returns. He continued his accounting career with the Big 4 in the US and Switzerland, where he assisted companies with their mobile employee populations and employees with their expat tax matters. He has since brought his wealth of expat tax expertise to Greenback.
Chad and his family (3 children), currently reside in Switzerland, and when he’s not working on taxes, he enjoys traveling, playing hockey and hiking.
Masters in Taxation
Certified Financial Planner
Global Mobility Specialist
Ashwin
Ashwin is a Certified Public Accountant with 9 years of experience in US expat tax. He previously worked with two Big-4 firms in India over the course of 7 years, in addition to a one-year secondment in Indianapolis, IN.
Before joining Greenback, Ashwin also worked with boutique CPA firms in Singapore and Hong Kong where he helped American expat clients based in Singapore, Thailand, China, Hong Kong, Japan, Indonesia, and India.
In his free time, Ashwin enjoys watching soccer and traveling with his wife, exploring new places together.
Certified Public Accountant
Bachelor of Science (Accounting)
Martin
Martín began his career working with expats 15 years ago, providing outsourcing services for one of the Big 4 accounting firms. After which, he worked in the Tax Compliance of International Assignments department of Fortune 500 company, in addition to serving as an Enrolled Agent in expat tax preparation, navigating the problems that arise with the taxes of inbound and outbound US expats.
After living in several different countries, Martín now resides in Argentina with his wife and young son, where he enjoys playing sports in his free time and spending time with his family.
Enrolled Agent
Bachelor of Science (Accounting)
EMBA
Tony
Tony is an Enrolled Agent with over 15 years of private and public accounting experience. He has spent the last nine years helping Foreign Nationals and Expatriates from all over the world stay income tax compliant.
Tony enjoys working with business owners because he understands them. He has an MBA with a concentration in Entrepreneurship and he has extensively studied the challenges that entrepreneurs face. He has experience preparing S-Corp, Partnership, and Trust income tax returns, and his specialty is Offshore Streamline filings and employee stock option sourcing.
In his free time, Tony enjoys playing pool, bowling, writing or watching YouTube DIY videos on house renovations & automobile repairs.
Enrolled Agent
Master of Business Administration with a Concentration in Entrepreneurship
Todd
Todd’s career has spanned 5 decades, 3 countries, and 2 Big 4 firms. After several years of holding accounting roles around the country and abroad, Todd returned to Chicago to provide diverse tax services including expat, NR, international, strategies for high net worth individuals, and tax remediation services. Todd even spent a summer’s ‘slow’ tax time working for the Chicago Cubs, where he proudly received his World Series Champion’s ring for their 2016 victory.
A Midwesterner, with strong rural origins, Todd enjoys being outdoors, growing things, small stream fly fishing, roots music, and history. He and his spouse live in Chicago, have two children and enjoy exploring places on the path less traveled.
Certified Public Accountant
Bachelors (Accounting)
Christie
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.
Enrolled Agent
Bachelors of Science (Business Administration)
April
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.
Certified Public Accountant
Jennifer
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)
Jennifer
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.
Certified Public Accountant
Master of Accounting
Bachelor of Arts (Communications)
Chelsea
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.
Certified Public Accountant
Juris Doctor
Master of Laws (Taxation)
Certified Fraud Examiner
Bachelor of Science (Accounting)
Yasmin
Yasmin 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.
Certified Public Accountant
Chartered Professional Accountant- Canada
Chartered Accountant- Canada
Natalie
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
D
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.)
Certified Public Accountant
Masters of Science (Taxation)
Padma
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.
Certified Public Accountant
Master of Science (Taxation)
Alex
Alex is an Enrolled Agent who started as a tax practitioner in 2011, in one of the Big 4 accounting firms.
He spent almost 8 years helping US Expats and Inpats, providing tax compliance and advisory services. Working remotely from Argentina, Alexei had the opportunity to interact with a very diverse population of US Taxpayers living and working in different countries.
Alexei resides in Argentina with his spouse and children. In his free time he likes to read, watch sports (mainly baseball and football), as well as spending quality time with his friends and family.
IRS Enrolled Agent
Lic. in Economics and Business Administration
John
John is a CPA with over 30 years of experience in public accounting, industry, and academia including stints with two Big 4 accounting firms and a Fortune 100 consumer goods company.
He has been assisting US expatriates with their tax planning and compliance needs for the past 20 years. John and his wife live in a mountain community north of Los Angeles and enjoy traveling internationally with an eye on Portugal as a future home base. When he’s not at his desk, John enjoys road cycling, working on the ranch, and spending time with family.
CPA (Certified Public Accountant)
Master of Accounting Science
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.
Mase
Mason is a marketing specialist with a focus in user-experience. He studied communications at Suffolk University and Keuka College, while completing an apprenticeship with a fortune 500 company and an environmental non-profit. He worked as a freelance marketer and designer before taking a marketing position at a construction firm. Last year, Mason decided to leave the big city life behind and return to the Finger Lakes region of Upstate New York where he grew up. Working remotely has allowed him to live a simpler life in a small town while fulfilling his dream of working for an international company.
Outside of the office, Mason enjoys traveling, fly-fishing, running, surfing, and making large Italian meals for family and friends.
Tim
Tim has lived in Asia as an expat since 2009, primarily based in Taiwan, in addition to spending three years in China. With an extensive background in customer service and experience in the ESL industry, he has always enjoyed the opportunities to build relationships with others.
In his free time, Tim enjoys being with his family, running, reading, hiking, and podcasting, which he finds to be the best ways to learn about himself and engage with others.
Bachelor of Science (Sociology)
TEFL certified
Alleen
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)
Jennifer
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)
Adam
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)
Roula
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)
Lisa
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)
Tabitha
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)
