New Zealand and United States Tax Consultants

Chartered Accountants

Responsive, Engaging, Resolving.

Don’t gamble when it comes to your taxes.
Whatever your tax issue, we will resolve it.

Work with us and enjoy the NZ US tax difference:

experience, expertise, excellence.

ARTICLES

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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IRS issuing Economic Impact Payment #3

Seventh round of IRS Economic Impact Payments commenced last week    The IRS has commenced disbursing the seventh round of pandemic-related government payments referred to as Economic Impact Payments.  This payment represents the third Economic Impact payment,...

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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.

Q & A with our Experts

Q
We purchased our home in New Zealand and have just sold it and repaid our mortgage. With respect to the repayment of the mortgage are there any US tax implications we need to be concerned about?
A
No. Whilst certain foreign currency-denominated debt instruments are subject to Internal Revenue Code provisions requiring foreign currency gain and/or losses to be recognized as ordinary income, the disposition of a foreign financial instrument by an individual, provided the instrument was acquired for personal use, will not give rise to recognizable foreign currency gain or loss on disposition.

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...

read more

We are back on deck and it’s full steam ahead!

Our office has reopened as of 18 May, 2020. We would again like to acknowledge our clients, staff and suppliers for their support during this unprecedented era. If you would like to make an appointment to see one of our team,...

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What our Clients Say

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, Takapuna. 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 Service
Tax Consultant
NZ US Taxes
Tax Advice
NZ US Tax Specialists
NZ US Tax Specialist

Our technical expertise is in-house, we never outsource.

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