Jason Stoch, CA, US CPA

Jason Stoch is the Owner and Managing Director of Uptrend Advisory, a company specializing in tax services for expatriates, particularly Australian expats living in the United States.12 He is a dual-qualified accountant, holding certifications as both a Certified Public Accountant (CPA) in the United States and a Chartered Accountant (CA) in Australia.12

Background and Expertise

Jason is an Australian expat himself, currently residing in San Diego after spending several years in New York City.1 With over 10 years of experience, he has developed a unique expertise in both Australian and U.S. tax systems.1 This specialized knowledge allows him to assist hundreds of expats living in the U.S. and abroad with their complex tax situations.

Founding of Uptrend Advisory

Jason founded Uptrend Advisory after experiencing firsthand the challenges of navigating expatriate taxes. When he first moved to the U.S., he discovered that traditional accounting firms were unable to adequately address his expat tax situation.1 This led him to file his own tax returns and eventually help other Australian expats facing similar challenges. As word spread about his expertise, Uptrend Advisory was established to meet the growing demand for specialized expat tax services.

Professional Activities

Jason is active on LinkedIn, where he frequently shares insights and information about expatriate tax issues. He conducts webinars on U.S. taxes for expats4 and provides information on topics such as homeownership for Australian expats in the U.S.5 and the tax implications of relinquishing a green card.3 These activities demonstrate his commitment to educating and assisting the expatriate community with their tax concerns.