Frequently Asked Questions

Australia has a different tax year to the US. The returns are for different periods. Is this something you are used to dealing with?

All I have is overseas wages. It is no more that $91,400. I've heard that there is an "exclusion" of income below that amount and I don't need to file. Is this true?

I've paid tax in Australia. I'm worried that the US is going to tax me again on the same income. Can you help me with this?

I have retirement funds in the US. If I bring these into Australia how will they be treated?

I am a US Citizen but my spouse is not. Do we have to report his/her income as well?

I am in the outback! I won't be able to travel to your office. Is this going to be a problem getting my taxes sorted?

Australia has a different tax year to the US. The returns are for different periods. Is this something you are used to dealing with?

We see this all the time and are used to translating this for clients.

All I have is overseas wages. It is no more that $91,400. I've heard that there is an "exclusion" of income below that amount and I don't need to file. Is this true?

No. You still have to file. If you meet certain requirements you can exclude this income on your return. We handle this frequently and can advise you on the best treatment.

I've paid tax in Australia. I'm worried that the US is going to tax me again on the same income. Can you help me with this?

Yes! The US makes allowances for this. We have specialist knowledge in this area. We work to avoid double taxation wherever possible and ensure the best tax outcome.

I have retirement funds in the US. If I bring these into Australia how will they be treated?

This depends on your individual circumstances and it is something we can advise you on.

I am a US Citizen but my spouse is not. Do we have to report his/her income as well?

Usually you don't have to. However, it sometimes works out better for you to include your spouse. We always look at this when preparing your return

I am in the outback! I won't be able to travel to your office. Is this going to be a problem getting my taxes sorted?

We deal with a lot of our clients remotely so location is not an issue. We can arrange to meet you if need be but it is not necessary.