New Zealand and United States

Chartered Accountants and Taxation Advisors

IRS Enrolled Agents

Experience. Excellence. Expertise.

Don’t gamble when it comes to your taxes.
Our consultants are highly experienced and qualified, specifically in the tax codes of both jurisdictions.

OUR SERVICES

Work with us and enjoy the NZ US tax difference.

MORE REASONS TO WORK WITH US

Hours: Monday to Saturday (6 days) 7am-6pm.

ARTICLES

We have moved.

May 11, 2022

By Gina Gatchell, Director Effective from Tuesday, 10 May 2022 we are located at 118 Carbine Road, Mt Wellington 1060, Auckland. Conveniently located only 21 km from New Zealand's largest gateway, Auckland International Airport, we look forward to continuing to...

Youthline Walk the Talk fundraising in May 2022

May 2, 2022

By Gina Gatchell, Director I'm taking part in the Youthline Walk the Talk challenge to support young people with their mental health. Every week, young Kiwis from across New Zealand will reach out to Youthline for support during some of the toughest moments of their...

A hand-written note from the founder, Gina Gatchell.

Apr 7, 2022

Good things can come from adversity - it's a matter of finding them.

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

IRS Announces 2022 filing season to commence 24 January 2022 and urges taxpayers to file electronic returns

Jan 11, 2022

By Gina Gatchell, Director. Today the IRS advised that the first date that 2021 income tax returns will be accepted is 24 January 2022. The agency also advised that the pandemic has presented additional challenges. As such, IRS...

Increased charitable contribution deduction for taxpayers filing jointly claiming the standard deduction

Sep 20, 2021

By Gina Gatchell, Director. The IRS announced over the weekend that taxpayers filing jointly will be allowed to claim up to US $600 in donations to qualified US charitable organizations on their 2021 US return. This is up from the current level of US $300 available to...

IRD eyes on real estate agents in newly announced campaign

May 31, 2021

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...

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

RECOMMENDATIONS

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.

ABOUT US