All prices are stated in U.S. dollars, may be subject to GST are subject to change without notice and are subject to receipt of a signed letter of engagement.
Cross-border diagnostic (pre-requisite to the following packages) from US $2,950 – one time
1. Essential Cross-Border Compliance from US $537 per month
For clients with basic NZ and US income tax filing requirements. Includes one individual New Zealand income tax return + one US Federal return Form 1040 + required schedules, foreign tax credit alignment, treaty position review, annual compliance summary, FBAR with up to 24 accounts
2. Relocation from US $1,197 per month
12 Months Cross- border tax planning for clients moving from US to NZ or NZ to US to minimize income tax in both countries
3. Tax Residency Advisory Package from US $1,017 per month
A customised suite of services designed to clarify and protect your cross‑border tax position, including:
Ongoing residency monitoring to ensure you remain compliant as your situation evolves.
Article 4 tie-breaker analyses, documentation memoranda, ongoing monitoring.
Personalised residency determinations tailored to your unique circumstances.
Comprehensive Article 4 treaty tie‑breaker analyses to establish your correct tax home.
Strategic documentation memoranda to support your position with clear, defensible reasoning.
4. End of transitional residence from US $1,197 per month
Exit strategy from NZ’s transitional residence exemption, asset/timing planning, income sourcing, year-end wrap
5. IRS Assist from US $1,197 per month
We will serve as your appointed Power of Attorney before the IRS, managing all correspondence and communications on your behalf with the utmost professionalism. Our team will oversee the full resolution process from start to finish, ensuring your matter is handled efficiently and with expert care. You will receive timely, structured updates throughout, providing complete transparency and confidence at every stage
6. IRD Assist from US $597 per month
Year-round support with IRD correspondence and queries.
7. Tax Cashflow from US $1,197 per month
(IRD + IRS estimates, UOMI, financing, instalment arrangements provisional taxes/estimates, UOMI reduction, instalment arrangements, tax financing planning.
8. Comprehensive U.S. Compliance Monitoring Package from US $650 per month
Our compliance service provides continuous oversight of your U.S. reporting obligations, ensuring you remain fully aligned with federal and state requirements as your financial and personal circumstances evolve. This includes:
- Proactive identification of FBAR and Form 8938 filing triggers, with clear guidance on when reporting becomes mandatory
- State‑level nexus monitoring, assessing when your activities create tax exposure or registration obligations across U.S. jurisdictions
- Withholding and remittance oversight, ensuring correct treatment of payments and avoidance of penalties
- Deadline tracking and alerting, providing timely reminders so no critical filing window is missed
This package is designed to give you confidence, clarity, and ongoing protection in an increasingly complex compliance landscape.
9. Tax Optimization from US $1,497 per month (credits, PFIC, sourcing, timing) 1497 Credit planning, income/timing, PFIC strategy, basis and sourcing – measurable tax-efficiency over 12 months
10. Retirement Accounts from US $1,077 per month (US/NZ interplay, treaty, distribution strategy) IRA/Roth/401(k)/KiwiSaver interactions, treaty positions, distribution sequencing
11. Remote Employee from US $597 per month (states, FICA, sourcing, employer letters) Federal/state nexus, employer certifications, sourcing, year-end filing
12. Employment events package from US $1,450 per month granting of shares (RSUs, stock, options, crypto)
13. Structuring NZ (cross-border) from US $1,197 per month Entity choice, hybrid issues, branch/PE risk, profit repatriation
14. Small Business NZ from US $1,650 per month (payroll/withholding, GST, FBT)
15. Small Business US from US $2,100 per month (payroll/withholding, GST, FBT) Federal/state payroll, registrations, W8-W9 policies, nexus risk management
16. Streamlined Foreign Offshore Procedures from US$5,700 one off fee
17. Non-resident Estate Tax Return
Non-resident Estate Transfer Tax (Form 706-NA + transfer certificate from US $ 13,200 one-off fee
18. Relief Procedures for Certain Former Citizens from US$16,800 one-off fee
19. Covered Expatriate Classification incl. Form 8854 USD10,800 one-off fee
20. U.S. Gifting from US $1,650 one-off fee
21. U.S. Estate-planning from US $3,000 one-off fee
22. W-8BEN US$1,110 one-off fee
23. Foreign Trust Classification for U.S. tax purposes from USD 2,880 one-off fee
24. Entity Selection from USD 2,700 one-off fee including preparation and submission of Form 8832 Entity Election
25. Foreign Estate Income Tax Return form 1040NR including EIN setup, determine U.S. source/ECI vs. NEC, return preparation. Distribution computations, beneficiary statements, treaty analysis where relevant from US$5,700 first year, US $3,900 per year for subsequent years