Cross-Border Tax

We prepare Form 1040 federal and state returns for US citizens and green card holders living in Australia, applying the Foreign Earned Income Exclusion (Form 2555) and Foreign Tax Credit (Form 1116) to help avoid double taxation.

We also handle FBAR and FATCA (Form 8938) foreign account reporting and the US treatment of superannuation and Australian trusts, with advice grounded in the Australia–US tax treaty.

Moving to or investing in the US brings new tax obligations. We assess your US residency status under the substantial presence test and prepare dual-status and first-year returns, along with ITIN applications where needed. For US investments, we handle US rental property, FIRPTA withholding and W-8BEN forms.

Because our teams work in both Sydney and Delaware, we coordinate your Australian and US returns so both are consistent and you avoid being taxed twice.

US returns are reviewed, signed and filed by Siddarth Jain, US CPA & IRS Registered Tax Preparer (PTIN P02451596), or Wayne O'Brien, IRS Registered Tax Preparer & AICPA member (PTIN P03482824). Full credentials are listed on our Tax Partnerships page.

We are registered for IRS e-File (EFIN 514305), so your US returns are filed electronically.

Many Australian owners operate through US entities. We form Delaware C-Corps and LLCs for Australian owners and prepare Form 1120 and Form 5472 filings, W-8BEN-E documentation and withholding.

We also advise on transfer pricing, state nexus and franchise tax, and treaty-based structuring, keeping your US and Australian tax positions aligned for long-term clarity.