NZ US Tax

Specialists

Cross-Border NZ-US Tax Advisory

U.S. expat tax in New Zealand is not a form-filling exercise.

It’s a cross-border risk problem.

If you have NZ investments, KiwiSaver, managed funds, offshore accounts or trusts, decisions that are entirely reasonable in New Zealand can still create unexpected U.S. tax outcomes when not considered holistically.

The risk usually arises before a tax return is prepared — in the timing, structure and coordination of decisions.

Cross-border outcomes are determined before returns are filed – not after.

Where the problem actually sits

The issue is not understanding New Zealand tax or U.S. tax in isolation.

It is understanding how the two interact — and managing that interaction correctly.

Most advisers focus on one system.
Cross‑border outcomes go wrong when positions are managed separately, rather than as a coordinated whole.

What we manage

We manage NZ and U.S. tax positions as one integrated system so that:

decisions are aligned across both jurisdictions
timing is considered before actions are taken
structures are assessed in the correct context
outcomes are managed proactively rather than retrospectively

How we work

We act on a retained advisory basis, rather than providing transactional or reactive advice.

This means your position is:

managed as circumstances evolve
reviewed before decisions are implemented
coordinated across both jurisdictions
supported with ongoing input as required

This ensures your position is properly understood before any decisions carry cross‑border tax consequences.

Engagement model

We work with a limited number of clients each year to ensure appropriate oversight.

Engagements are structured on a retained basis, with annual retainers typically commencing from: NZD 22,000 + GST (if applicable). Capacity is limited.

Who this is for

High‑net‑worth individuals and families managing tax obligations across New Zealand and the United States, including:

U.S. citizens and green card holders living in New ZealandClients with offshore investments and complex asset structures
New Zealanders returning from the United States
Transitional residency and relocation scenarios