Thoa (“TK”) Finkelstein, CPA
Thoa (“TK”) Finkelstein, CPA has a B.S. in Accounting from George Mason University and holds an active license with the Commonwealth of Virginia (license #21056). She has been our Tax Director since 2013.
She began her accounting career as an auditor with Price Waterhouse LLP in Washington D.C. Her clients included government and quasi-government agencies, namely Amtrak and the Federal Reserve Board. Subsequently, she was a finance manager with GE Capital in Seattle, WA. While at GE, she specialized in business process improvements using Six Sigma principles. She obtained a Black Belt certification and eventually branched out as an independent business consultant for GE Capital and GlaxoSmithKline.
TK moved to Singapore in 2009. She has extensive knowledge on FATCA, Voluntary Disclosure Programs, Expatriation, including technical expertise with complex Form 8854 (expatriation), Form 8621 (foreign passive investment reporting), and Form 5471 (reporting interests in foreign corporations).
Jayne Rea EA, ACMA
Jayne Rea, ACMA has a BSc in International Business and Modern Languages from the University of Aston in Birmingham, U.K. In 1997 Jayne qualified as a CIMA (Chartered Institute of Management Accountants) accountant and has over 20 years of accounting experience in industry. Jayne is also an Enrolled Agent (license # 118221) who has been admitted to practice before the IRS.
Jayne moved overseas in 2003 with her role as Financial Controller for Dyson Limited. During her time in Malaysia, New Zealand and more recently Singapore Jayne has worked for various multi-national companies assisting with the set-up of new legal entities and within these roles has covered many aspects of accounting and corporate and personal tax compliance.
Jayne joined American Expat Tax Services in 2010. She has extensive knowledge of Form 2555, Form 1116 and can provide advice of the impact of moving from low tax jurisdictions to high tax jurisdictions and vice versa. She also has technical expertise with Form 8621 (reporting foreign passive investments) and Form 5471 (reporting interest in foreign corporations).
In 2013 Jayne re-located home to the U.K. where she is now continuing to support the existing client base in Singapore and our growing client base in Europe.
Julie
Julie has a degree in Bachelor of Science (Economics) in Management Studies from the University of London. She is an Enrolled Agent (license #P01402289) who has been admitted to practice before the Internal Revenue Service since 1999.
Julie was a senior manager in Ernst & Young Singapore People Advisory Services – US Individual Income Tax Compliance team and has been involved in US tax since 1995. She provided individual compliance, consulting and planning services to large and medium-sized corporations as well as individual clients. Her clients are from all industries, e.g. semiconductor, pharmaceutical, banking and financial sectors. Besides her knowledge on Form 2555 and Form 1116, she also provides entrance and exit briefings to taxpayers on US taxation in addition to tax equalization and tax protection policy.
Julie joined American Expat Tax Services in 2019.
julie@expattaxusa.com
Bharathi
Bharathi Selvaraj EA, has a Bachelor’s degree in Business Management from Bangalore University, India and a Post Graduate Diploma in Business administration from Symbiosis, India. She began her career with Ernst and Young LLP in Bengaluru, India in 2006 where she gained her knowledge in US corporation and partnership taxation. She was selected for a one-year assignment in their San Diego office to expand her corporate and partnership expertise alongside her US tax team. She remained with the firm for 4 years before moving to their Singapore office in 2011. Bharathi joined Ernst and Young Singapore US tax team in 2012 and developed an expertise in personal tax compliance.
Bharathi is also an Enrolled Agent (License #109583) who has been admitted to practice before the IRS. She has been with our firm since 2016. Her specialties include FATCA disclosures for offshore assets such as foreign entities and foreign partnerships. She is well versed in the complexities of Forms 5471, 8865, 8858 and 1120-F.
Su Lin
Tan Su Lin has a Bachelor of Commerce (Accounting & Management major) from The Australian National University in Canberra, Australia. She started her career in Australian income tax compliance for companies, trusts, high net worth individuals and superannuation funds as well as accounting for SMEs. She obtained her Australia CPA in 2009.
Su Lin moved to Singapore in 2008 and joined the US personal tax team in Ernst & Young where she remained for more than 8 years. Over the years, she gained experience on tax engagements in various industries and developed her tax technical expertise by working on numerous large client portfolios of international assignees. She joined American Expat Tax Services in Oct 2018.