Before we can advise with precision, we begin every new client engagement with a formal cross‑border diagnostic.
This intake questionnaire allows us to understand the nature of your international position and determine the appropriate diagnostic level for your circumstances.
Cross‑border tax matters are rarely straightforward. The interaction between New Zealand and U.S. tax rules creates obligations, risks, and opportunities that depend entirely on your specific facts. A structured diagnostic ensures that:
We understand your residency position in both jurisdictions
We identify the correct filing requirements
We assess exposure areas before they become issues
We tailor our advice to your exact circumstances
We meet our professional and regulatory obligations
This process is the foundation of all subsequent work. It allows us to provide advice that is accurate, defensible, and aligned with the standards required of specialist international tax practitioners. It also forms the basis for future work, including selection of one or more packages with fixed, monthly fees, with our guidance.
Please complete one form per individual or entity.
Your responses remain confidential and are reviewed only by our advisory team.
Information is collected in accordance with our privacy statement.
Level 1 — U.S. Income Tax Cross‑Border Diagnostic for USD $2,950 plus GST, if applicable
Who this is for
U.S. persons whose affairs are relatively straightforward, typically involving:
Salary and wage income
Foreign assets limited to standard foreign bank accounts
No foreign investments, entities, or complex structures
What’s included
Residency position review
Filing requirement determination
Identification of required U.S. forms
Cross‑border risk scan
Written findings and recommended next steps
This level provides clarity for individuals with uncomplicated international footprints.
Level 2 — U.S. Income Tax Cross‑Border Diagnostic for USD $5,850 plus GST, if applicable
Who this is for
U.S. persons with financial investments outside the United States, including:
Foreign managed funds
Foreign ETFs or mutual funds
Foreign investment portfolios
Multi‑jurisdictional income streams
What’s included
Everything in Level 1, plus:
Analysis of U.S. tax treatment of foreign investments
PFIC (Passive Foreign Investment Company) testing
Multi‑jurisdiction interaction review
Foreign tax credit mapping
Identification of exposure areas and planning opportunities
This level is designed for clients whose investments introduce additional layers of cross‑border complexity.
Level 3 — U.S. Income Tax Cross‑Border Diagnostic for USD $11,850 plus GST, if applicable
Who this is for
Non‑individuals (e.g., trusts, companies, partnerships)
U.S. persons with investments in foreign entities, including:
Foreign companies
Foreign partnerships
Foreign trusts
Controlled foreign corporations (CFCs)
What’s included
Everything in Level 2, plus:
Detailed foreign entity review
Analysis of ownership structures
Identification of U.S. anti‑deferral regimes (e.g., Subpart F, GILTI)
Cross‑border interaction mapping for entity‑level income
Structural considerations and risk identification
This level is appropriate for clients with significant international complexity and multi‑layered structures.