Choose the consultation that fits your situation. Each session is one-on-one with Shane Macfarlane CA, FTIA or Terryn Davidow CPA - directly. Every paid consultation includes a complimentary one-hour follow-up call at any time of your choosing, and is backed by our money-back guarantee.
Either is a great choice for any consultation above. Pick the soonest opening, or the focus area that matches your situation - we hand off internally as needed.
Founded the firm in 2006. Twenty years specialising in Australian expatriate taxation - outbound moves, US - Aus dual filings, returning home, and every CGT, residency, and superannuation question in between.
Joined Shane as Director and brings deep cross-border experience for outbound expats and inbound migrants. Particular focus on superannuation, US tax interaction, and complex multi-jurisdiction returns.
Booked direct with Shane or Terryn · No middle-people
We've made it simply for you to find a time that works for you. Simply choose a slot directly with Shane or Terryn. Confirmation lands in your calendar with the meeting link or phone number.
Depending upon the appointment you chose, we'll send a short questionnaire so we know your situation before the call. It saves us both time and gets you straight to the answers.
Your full consultation, via phone or video-call, or in-person (if we can swing it). You ask questions, we walk through the options. Complex concepts, made simple with answers in plain English.
If you think we're a good fit, we'll outline the scope of the engagement and our fee. If we're not, it's not a problem. You'll leave with a clearer picture either way. No pressure. Ever.
Yes - a 30-minute General Enquiry call is complimentary so we can understand your situation and you can decide whether we're the right fit. Most of our specialist consultations are paid because they involve detailed advice you can act on.
Direct time with one of our directors (Shane or Terryn), written follow-up where relevant, and a complimentary one-hour follow-up call at any time of your choosing - subject to team availability.
Yes - every paid consultation listed above is backed by our money-back guarantee. If you're not satisfied with the consultation, we refund the fee. Simple.
Most of our clients are expats earning and banking in USD. Pricing in USD makes the cost predictable for them. GST is included where it applies.
Absolutely. Expat tax decisions rarely affect just one person. We're happy to talk to couples, family members, advisors, or your existing accountant on the call.
Both are senior directors with overlapping focus areas. Either is a great choice for any consultation. Pick the soonest opening - we hand off internally as needed and stay in sync on every client.
