New Zealand’s Most Trustable Financial and Tax Consultant 2022  

Chartered Accountants and Taxation Advisors

IRS Enrolled Agents

Experience. Excellence. Expertise.

Award-winning New Zealand-based expatriate tax specialists. 
Our consultants are highly experienced and qualified in the tax jurisdictions of New Zealand and the United States. 

Hours: Monday to Friday 8am-6pm.

 Christmas closure: Updated:  We will close on Thursday, 15 December 2022 at 4:00 pm, reopening on Thursday 5 January 2023. 

 

ARTICLES

Let’s take a deep dive into foreign trusts

By Gina Gatchell, Director Introduction Trusts are a way of life in N.Z. They are quintessentially used for a variety of purposes. Estate planning, asset protection, and wealth management are common examples. Whilst especially so for high-net-worth individuals and...

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Let’s take a deep dive into KiwiSaver

By Gina Gatchell, Director Introduction Many countries develop and manage their tax policies to influence socio-economic behaviour. N.Z. is one such example. N.Z. has traditionally been slow to prepare its inhabitants for retirement. Other countries have had...

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2022 IRS filing season ends

The 2022 filing season finished yesterday, 17 October 2022. Below are some statistics from this year's filing season. These provide insight into the IRS' processing of U.S. federal income tax returns through the 2022 season. Data is from the midyear report by the...

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If your tax situation is complex and involves multi-jurisdiction tax law, foreign tax and currency regulations, and potential gray areas, then you need a specialised tax service. One that offers you access to strategic tax advice. Our experts can make judgment calls based on extensive experience.

Auckland-based NZ US Tax Specialists Ltd is a boutique Tax Advisory and Accountancy firm, providing international tax services to

  • United States citizens living in New Zealand who have personal or corporate tax obligations in the US,
  • New Zealand citizens based in the United States who have personal or corporate tax obligations in New Zealand,
  • Organizations that have multi-jurisdiction tax requirements and obligations, and
  • High net worth individuals (HNWI) who require tax expertise.

Frequently Asked Questions

LATEST NEWS

IRD eyes on real estate agents in newly announced campaign

By Gina Gatchell, Director It has come as no surprise that Inland Revenue has started a new campaign to review the taxable income being declared by real estate agents. The campaign was announced on 11 May 2021. It was triggered by information falling into the hands of...

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What our Clients Say

NZ US Tax Specialists Ltd made the tax process simple and easy. They answered all my questions and eased my concerns. They were prompt and efficient to communicate with. Without a doubt, I will return to have them do my taxes next year! – MM, 11 May 2022.

Navigating the U.S. Tax system and ensuring I fulfill my obligations to the IRS and NZ IRD is no easy task – so I sought professional help. 

Gina and her team have been wonderful over the last few years. Very competent, helpful, and happy to explain what goes where and why. I would happily recommend NZ US Tax Specialists to anyone needing to file taxes etc in the U.S. Thank you again, Gina – TH, 4 March 2022. 

NZ US Tax Specialists Ltd services have been very professional and straight forward in helping me with compliance, preparing and filing my U.S. taxes. They have been excellent and prompt with any queries that I may have, and they have kept me up to date with all relevant correspondence.

I would highly recommend Gina and the expert staff, in providing excellent tax advice and services for all individuals and companies, in regards to their tax requirements – N, 29 January 2022. 

Kiwis with US-sourced income and Yankees resident or working in New Zealand have a lot in common:  dual taxation.  The two countries’ taxation systems are quite dissimilar and that which is taxable in one jurisdiction may or not be in the other – to say nothing of foreign bank reporting requirements.  Anyone who has faced these issues knows that working with and through them successfully is not for the faint-hearted.  Happily, this is the space in which NZ-US Tax Specialists thrives.  Their personal service is unmatched in my New Zealand experience, and their knowledge, far-sightedness, and thoroughly professional approach to clients’ needs give me cause to recommend them unreservedly – Dr WE Dunn, 1 May 2019

 
Our premium service is tailored to individuals, families, trusts and organizations that expect and appreciate highly personalised, discreet and professional tax services. These services are delivered by specialists who are technically competent in New Zealand and US tax law and financial regulations.

We offer three major categories of tax accounting and advisory services. All delivered by fully qualified, experienced in-house professionals:

  • New Zealand tax return preparation and filing
  • US tax return preparation and filing
  • International taxation advice

Clients who use both our NZ and US tax services benefit from our holistic approach to tax law compliance. However, we can tailor our service offering to meet your needs, attending to all your requirements personally since we never outsource.

Our strategies will reduce or limit the impact of taxes on your income, assets and investments while remaining fully compliant with tax law and financial regulations.

Tax Consultant
NZ US Taxes
Tax Advice
NZ US Tax Specialists
NZ US Tax Specialist

New Zealand’s most trustable financial and tax consultants in 2022. 

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