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NZ US Tax Specialists

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We are experts in United States and New Zealand taxation. We can help you or your organization, particularly if you have multi-jurisdiction requirements. Work with us and experience the difference we bring through the power of specilization: quality outputs, responsive and tailored client service, delivered through the latest secure technology.

Our Blog

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Even if your income levels fall below the filing thresholds for U.S. individual income tax returns, it is recommended that a U.S… Read More

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Latest News

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We are pleased to advise that we have two new Enrolled Agents on our staff. David Tzimenakis and Matthew Twine have gained Enrol… Read More

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Latest Recommendations


I have been using NZUS Tax Specialists since 2012, when it became obvious with the changes to the US Tax Laws and the introduction of FATCA, that it would be too difficult to continue to prepare my own taxes, as I had done in previous years.

A friend recommended Gina and her firm, NZUS Tax Specialists. At the time, there were very few firms in NZ that understood US taxes for NZ residents and of those firms, few were comfortable to take on the task. After a thorough meeting with NZUS Tax, I understood what needed to be done, and I decided to become a client. NZUS Tax first had to amend my previous five years tax returns in order to file that current year's return. An arduous task for any individual.

 

I have continued with NZUS Tax Specialists since then and have had excellent service. Their point man, Dave Tzimenakis, is always available to answer questions and his personal approach to the client is much appreciated in a field that is usually just facts and figures. 

 

I would recommend NZUS Tax Specialists to any NZ based US citizen requiring this service.


KS
19 September 2017



For years I tried to stay compliant with all the US kept throwing at me as a dual citizen living permanently outside the US.  The complexity of compliance just kept getting more and more difficult.  My reading in the press and in the instructions related to my filings indicated that the threats and penalties for making a mistake were getting more and more onerous – and in fact could be financially catastrophic.

I finally decided that this was no way for a free person to live.  Once I made the decision that I didn’t want to live with this cloud over my head any longer, I began to research what needed to be done to free myself from this situation.  It became obvious that a lay person – even a very smart one – could not navigate the exit requirements of the US State Department and the IRS without help.  NZ US Tax Specialists came up when I did a web search looking for an entity that could guide me through the process.

David was my original point of contact and “held my hand” through the nerve-wracking process of cleaning up my prior year filings most of which needed to be amended over complexities I never could have seen on my own.  David understood how emotional this situation is for Americans caught up in it.  In more than a few instances, he withstood the torrent of anger and frustration I launched at him – even though none of the silliness of the US system was under his control.   In the end, I had a large final tax bill to pay, but it was substantially less than I expected – and that is a result of the detailed reviews done on my return by 5 of NZ US Tax’s employee accountants – who pored over my returns to ensure I received every legitimate tax break.  I am now one step closer to my freedom – and I am grateful to the team at NZ US Tax for all of their help.

 

JG
1 June 2017

 


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Question of the Day


Q: I am a non-resident alien as defined in the United States' Internal Revenue Code and regulations. Can the United States tax social security payments derived from the United States even though I am not a tax resident there? 

A:  Unless exempted by tax treaty, the United States Internal Revenue Code requires 85% of any social security benefit to be included in gross income and taxed at 30%.

The tax treaty in force between New Zealand and the United States has no exemption from this requirement. This is the same for tax residents of Australia. Accordingly, an individual who is tax resident of New Zealand or Australia, and a non-resident alien of the United States must include 85% of social security payments on Form 1040NR as fixed or determinable annual or periodic income (FDAP income) and pay a 30% federal income tax on 85% of the gross amount of social security received.

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