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 specialization: quality outputs, responsive and tailored client service, delivered through the latest secure technology.
Having moved to New Zealand from the US in 1998, I would file my own taxes every year until one day in 2015, I heard from the IRS. They said I had miscalculated and owed them more tax. This happened again the following year, and all of a sudden US taxes started to become a source of anxiety and stress in my life. After several unsuccessful attempts to contact the IRS in order to understand what the issues were, I decided to engage NZ US Tax Specialists.
A meeting was set up promptly with Gina and Both my husband and I quickly felt like we would be in the safe hands of experts. They were on time, professional, and very transparent around their charges. Our main contact David is extremely patient and very diligent. He responds very quickly to any queries and is always happy to field any questions we may have. We were so pleased with how they handled my US taxes, that we have asked them to do our NZ taxes also. Overall, I would say that NZ US Tax Specialists have taken our tax headaches away. We completely trust that they have it all under control and it feels like a weight has been lifted. I would have no hesitation recommending them to anyone looking for peace of mind around their US and NZ taxes.
24 January 2018
I would like to thank Gina and Dave and the rest of the NZ US Tax Specialists team for their help with what initially seemed to me to be a hugely complicated process. They were extremely knowledgeable, friendly, understanding, efficient and always calm. I found this to be very reassuring at times that could otherwise have been very stressful. They were always very clear when describing what was needed and diligently made sure that all of the fine details were correct. I highly recommend NZ US Tax Specialists Ltd.
4 December 2017
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.