“So there I was ready to discuss options A, B and C for how to minimise capital gains tax. And so of course Shane's like, "nah, option D". I was taken by complete surprise because I thought I had done my homework, but I did not know this option was possible, and it is FAR superior to anything I had researched. If you have a lot of money on the line, it's worth the consultation.”
The work,
in their own words.
Hundreds of verified five-star reviews from clients in over 115 countries. These are real reviews, in their authors' own words, collected and verified by Endorsal - the independent testimonial platform, so the words on this page come from clients, not us.
“CANNOT recommend Shane / Expat Taxes enough. Thorough, thoughtful, extremely sharp, patient, generous and highly responsive. Honestly - blown away and SO grateful.”
“Shane, and the wider team at Expat Taxes, delivered an amazing service throughout. I engaged them having received a ~$100K unexpected tax bill from the ATO. I had tried to resolve this myself and got nowhere. Expat Taxes took the case on and with structured effort, managed to win the case in my favour saving me $100k.”
“Shane's tax guidance, and the annual help from the team at Expat Taxes with AU tax-returns, has been invaluable as we made our move from the USA to Portugal and now need to navigate the complexities of 3 tax jurisdictions, including Australia's Byzantine tax-residency laws.”
“The meeting was EXTREMELY worthwhile. Despite having done a bunch of reading regarding the tax implications of moving back to Sydney, Shane brought to light a number of issues I wasn't at all aware of. He was very thorough and knowledgable as well as patient in explaining particular issues.”
“Shane was brilliant in understanding my situation and providing valid exact, and informative advice on my tax situation. He is very professional and knowledgeable in expat tax matters. I am so glad that I found him. On the other hand, he brings a surprisingly kind and human element into the mix. Highly recommend.”
“Most thorough and helpful consultation I've ever had. Looking forward to working with Expat Taxes in the future. Thanks Shane!”
“Shane gave me some fantastic advice that helped me make an informed decision about an overseas employment opportunity. He was very thorough and took his time to explain the tax implications to me. Would definitely recommend.”
“I am a continuous client of Expat Taxes and I am always very grateful I found Shane and his team. The team has amazing knowledge, really good insights and are always ready to help you. This is a customer first company and I recommend them to anyone who wants assistance with their taxes.”
“Wow. So much content discussed in 3 hours but I now have 100% confidence in my options and my future tax returns. Shane was clearly an expert in the legislation and ready to answer all questions with confidence. Very grateful not to be doing this alone.”
“Shane really is a knowledgeable individual. I'm a Chartered Accountant and needed to chat about my residency. Shane provided me with case law and legislation to add to the information I had already. We had a lengthy conversation and from that I can say he is easy to talk to, kind and honest.”
“I was seriously considering moving overseas for the tax benefits. I read through the ATO website and googled information, however I was left with many questions about the finer details. Shane from Expat Taxes was exceptional. He was very knowledgable, professional yet personal and had all the answers.”
“The consultation provided by Shane was excellent. The depth and breadth of his knowledge and understanding of the tax laws pertaining to our situation was impressive. He was able to answer all of our specific questions as well as providing additional information that might help us in the future.”
“What a fantastic company! Shane was not only very knowledgeable but extremely generous with his advice and time. I wish I'd discovered this company years ago, it might have saved me a bucket load. I wouldn't hesitate to recommend Expat Taxes to anyone.”
“The webinar on the end of the capital gains tax main residence exemption was really informative - made sense of some rather nonsensical legislation. Shane explains everything really clearly with examples. Really recommended!”
“Terryn has been very helpful in helping sorting out my taxes questions. He also went above and beyond in providing very interesting concept I did not have anticipated. Very professional, easy to understand and friendly.”
“Great insights to complex situation.”
“I had a really good chat with Shane around Tax Residency and other issues. I was honestly worried that I'd get vague answers about strategies that "might" work etc. I was pleasantly surprised that Shane was able to understand exactly where I was coming from, and to give me confidence - based on factual administrative decisions - that the strategies and plans were sound.”
“As a US citizen living in Australia, but still running an S Corp in the US, Shane's unique knowledge is a tremendous help. It's rare to find someone with knowledge of both countries that can really help navigate Australia's tax system.”
“Shane is a wealth of knowledge. He took the time to understand our situation, explain the options and risks, and outline a clear path forward. Looking forward to future conversations and ensuring we are in the best position possible. Recommended.”
“I had an excellent experience with Shane. He was extremely professional, knowledgeable, and attentive during the consultation. He took the time to explain complex matters in a clear and approachable way, ensuring I felt confident in every decision. His guidance was not only thorough but also tailored to my specific situation.”
“Terryn was very helpful and knowledgeable about Australian Superannuation for US tax payers.”
“Grant has been fantastic to work with! He's always friendly and happy to jump on a call to answer any questions I have. Even before I became a client, he went out of his way to share heaps of helpful information. It's always great catching up with him - thanks Grant for making the whole process so easy and stress-free!”
“David was extremely knowledgeable on the Australian Expat taxes. I would highly recommend any one looking to lodge and discuss their Australian Expat taxes to use their services. He helped me save money where as my regular accountant was unaware about some of the laws that apply to a non resident.”
“Great advice, very professional. I would recommend for anyone seeking expat tax advice.”
“Shane is great to talk to! He really got my complicated tax situation and made the whole process much easier to understand.”
“Very helpful and knowledgeable as usual.”
“Excellent service, Terryn was knowledgeable and able to answer all questions we had prepared. He was organized and remembered to revisit topics as we jumped from question to question. Time spent was very productive and we truly benefited from the consultation. And the free hour follow-up is perfect for people just relocating to Australia.”
“In a word: Exemplary! Australian taxes are hard enough but combining with intersection with international tax law is a nightmare. Shane and the team have been amazing and have always given great advice with clear examples of different options we could take which has helped immensely.”
“I honestly don't know how I would have managed my Australian taxes this year without Expat Taxes. With their help I have been able to recoup a sizeable return, when I was bracing for the worst. Needless to say, I am extremely happy with their work and I highly recommend!”
“Shane was fantastic, super thorough and insightful. Really appreciate how open and thorough my initial consultation was. I would recommend you to anyone.”
“Extremely knowledgeable on expat options and impacts. Shane took the time to explain options and scenarios in understandable language and checked for understanding along the way.”
“Shane is a pleasure to work with, he is full of knowledge and a real expat tax expert to help make the best financial decisions for my family.”
“I had a consult with Shane and was blown away by the exceptional service. He was friendly, warm and knowledgeable. I had many questions around completing my taxes with Aussie shares and he answered all my questions and more. He takes an approach of teaching you the info and then asking you questions to check you understood what you've learnt.”
“Shane is fantastic - both his knowledge of taxes; and a wonderful human. I would highly recommend Expat Tax - they go above and beyond to support you in your endeavours. I'll definitely be recommending them to my expat friends.”
“Terryn was very responsive and worked to accommodate me on a very short timeline. He was knowledgeable and very helpful in reviewing tax implications of an international job offer.”
“Had an amazing session with Shane Macfarlane. He was able to cover a lot of detail and provide information regarding my current situation. Have previously talked to other tax consultants but Shane had the answers. Highly recommend talking to this team if you are an Aussie expat.”
“I'm so pleased I discovered Expat Taxes a few years ago to handle my tax returns. The thought of having to do it myself was quite daunting. So having professionals take care of it for me has been a huge relief! Many thanks for the great service.”
“I have engaged Expat Taxes to do my returns for some years while living abroad, and although I have returned to my home country, I continue to choose their services as have been efficient, quick to do my returns and easy to contact and quick to respond with any queries / questions I may have.”
“I had an amazing experience with ExpatTaxes. It was incredibly helpful, professional, and responsive. As someone that is going to live abroad, I found the tax situation quite overwhelming, but they made everything so much easier to understand. They gave me different solutions I can follow and help me to manage the complex situation I have.”
“We are Aussies exploring our opportunities in our quest to begin an Asian adventure. This experience was an adventure in itself. When you make the initial appointment Shane sends a questionnaire - spend some time completing it. It's a good start point if you complete it comprehensively. The more openly information is shared, the more thorough the conversation.”
“I was reviewing my options for retirement in a tax effective way and Shane helped me explore my options and understand the implications.”
“Terryn has been extremely helpful in providing the details and analysing complex scenarios for my pre-departure meeting. His knowledge across multiple countries gave me confidence in tax laws and implications, which cleared the path for me to take the journey abroad.”
“Terryn was very knowledgeable and it was an informative, productive session.”
“As always Shane delivers precise, excellent advice. He is a must have partner in your expat journey.”
“Shane was amazing to talk through. The amount of time and knowledge that he gave us is a 30 minute free consultation was invaluable. He was very informative and gave helpful tips for us on how to maximise our tax savings in Australia and the US. I'd highly recommend him to anyone.”
“Shane demonstrated exceptional knowledge of all things tax, particularly the Australian and US tax treaty. Our initial consultation was highly valuable, and I look forward to continuing to work with Shane and his team.”
“I found Shane to be very professional and knowledgeable. He was clear and concise and I would recommend him if you require any expat advice.”
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