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.
Jay, 1 June 2017