Expert Tax Solutions for Australians in the U.S. and Americans in Australia

Making expat tax easy, clear and pain-free.

We’re here for you.

We are a boutique tax preparation and advisory firm passionate about providing expert solutions to Australian expats in the U.S. and American expats in Australia. We help ensure tax compliance in both countries.

Tax returns & advice for expats.

Taxes making your head spin? As an Australian expat living in the U.S., Jason knows how difficult it can be to navigate two tax systems. He’s been there. Lucky for you, Jason is a U.S. Certified Public Accountant (CPA) and Australian Chartered Accountant (CA), specializing in expat taxes.

He can prepare your returns and provide tax advice such as residency, overseas investments, avoiding double taxation, setting up a business, selling shares and more.

Jason will lay out the tax implications of each option so you can be confident you’re making an informed decision. He is also able to assist you with the IRS Amnesty Program to help you become compliant with your US tax returns.

Tax support for business.

Are you a small to medium-sized business looking for one-stop financial support? Offering a full suite of services from business advisory to tax returns and more - we’ve got you covered.

Services include:

  • Business advisory

  • Tax Returns

What Expats Say About Uptrend Advisory

  • Matt T, E3 Visa

    “Uptrend knows every detail about filing taxes in the US as an Aussie. Jason answered all my questions quickly and succinctly, giving me the confidence to move forward. From then everything happened efficiently and painlessly. Got everything done within a couple of hours! Absolutely recommended.”

  • Michael B., Green Card

    “As an Australian citizen and US resident, Uptrend Advisory recently helped us through the complexities of completing our US tax return. They were very responsive, professional and had a high level of specialist knowledge across the US and Australian tax systems. Thank you!”

  • Andrew J., E3 Visa

    Jason was a pleasure to work with. My wife and I are Australians currently residing in the US. Jason was incredibly helpful and helped us navigate the new tax system ensuring everything was done correctly. We really enjoyed working with Jason and will continue to work with him for our tax needs.

  • Michelle L., Dual-Citizen

    Jason was really great at preparing my taxes, as a fellow Aussie it was comforting to know he was familiar with both Australian and US tax law. He was very prompt at answering emails and gave detailed answers to my questions which was really helpful. After I sent him my info he turned my taxes around on the same day! Jason was really professional and friendly, would definitely recommend.

  • Alison S., E3 Visa

    “I'm an Aussie living in the US and have previously had trouble getting reliable advice on tax filing. Jason was speedy and efficient and provided excellent value for money. Highly recommend.”

  • Amy M., Green Card

    “Highly recommend. Jason is thorough, communicative, friendly and knowledgeable in both the US and AUS tax systems. Impressively fast at getting things done, right.”

  • Veialu A., L2 Visa

    “Jason was very professional and attentive in guiding me through a process that, honestly, seemed rather daunting at first. I'm grateful that his help and advice made the process much easier. I particularly appreciated how quickly he responded to my emails. I highly recommend his services!”

  • Nadia S., E3 Visa

    “Jason was incredibly helpful with amending my US taxes for the past 3 years and clarified gaps in my filing that I was unaware of having used an e-filing system on my own. I'll definitely be working with him again to file my taxes next year!”

  • Liz M., E3 Visa

    “Jason was super speedy in preparing and filing our US tax returns, gave detailed answers and was extremely helpful in navigating us through complex procedures. Thanks again!”