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.
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.
Direct time with one of our directors (Shane or Terryn) and a complimentary one-hour follow-up call at any time of your choosing - subject to team availability. A tailored written advisory document is available afterwards for an additional fixed fee, with the cost of your consultation credited towards it.
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.
Yes - as an optional add-on. For an additional fixed fee (with the cost of your consultation credited towards that fee) we will prepare a written plan/advisory document tailored specifically to your unique circumstances, setting out a summary of our advice, detailed strategies, checklists, timelines and sample calculations where applicable. Just let us know during or after your consultation and we'll provide a quote.
Your consultation fee covers our time and advice on the call. The written advisory document - a formal, tailored written record of that advice, with strategies, checklists, timelines and calculations - is a separate deliverable we offer afterwards for an additional fee. An AI note-taker produces its own detailed record of the discussion, which for many clients removes the need to commission that document. The USD$495 fee is a modest contribution towards the value of the advice your note-taker captures in place of our written advisory document.
Absolutely. Expatriate tax decisions rarely affect just one person. We're happy to talk to couples, family members, advisors, or your existing accountant on the call.
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.
