Here’s a snapshot of what we have been up to whilst Auckland has been in lockdown.

by | Dec 7, 2021 | Articles, Uncategorized

By Gina Gatchell, Director.

Auckland spent a total of 107 days in the latest, and reportedly last lockdown during the Delta outbreak the city has been embroiled in.

The country’s Alert level system -which has now been sunsetted – saw the city at a virtual standstill during Alert Level 3, which ended last Friday.  

Here’s a glimpse into our activities whilst the City of Sails has been hibernating.

  • Successfully removed IRS Form 3520-a penalties for clients.
  • Saved clients over U.S. $25k in U.S. federal income tax.
  • Successfully negotiated a 50% reduction in taxable income with Inland Revenue on unanticipated income for a taxpayer.
  • Assisted folks who have never filed into compliance through streamlined filing submissions.
  • Successfully removed state income tax penalties for clients.
  • Helped clients to legally expatriate out of the U.S. federal income tax system.
  • Advised clients on the New Zealand and U.S. federal income tax implications of many future anticipated transactions including capital gains tax exposure on disposal of real property, withdrawals from retirement accounts located in New Zealand and the United States, inheritances from both countries.
  • Made three corporate donations to the Middlemore Foundation totaling NZ $1,500 to assist with providing supplies to underprivileged families in South Auckland hit hard by the pandemic.
  • Provided tax plans for the future minimization of income tax in New Zealand and the United States.
  • Performed compliance checks on complex U.S. federal income tax returns prepared by other preparers.
  • Filed 300+ 2020 U.S. federal income tax returns (during 2021).

We continue to thrive in this challenging environment that the world finds itself it, and we are so grateful to be able to do so. We wish to thank our clients (past and present),  and colleagues for their valued and ongoing support during 2021.

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21:30 21 Aug 24
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09:09 21 May 24
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03:47 21 May 24
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Chris LemonChris Lemon
22:46 20 May 24
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Danielle FaireyDanielle Fairey
20:00 15 Oct 23
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James SteeleJames Steele
02:57 13 Apr 23
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06:35 13 Feb 23
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Gareth RobinsGareth Robins
04:31 13 Feb 23
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Deborah MunroDeborah Munro
03:54 19 Oct 22
If you're a US expat and need to file a US tax return, then look no further! Gina and her team at NZ US Tax Specialists does outstanding, professional work. I had to amend my US tax return, as I didn't know I had to file a form. Gina got that done, but they also found I'd made an error, and they fixed that for me as well, keeping me in good standing with the IRS. I'm definitely returning next year to get their assistance again.
Karen SmithKaren Smith
23:32 02 Sep 22
I have been working with Gina since 2014, when I needed US Tax advice, being both a New Zealand and United States citizen. Over the eight years that we have been working together, I have found Gina to be extremely knowledgeable about the US tax system and the New Zealand IRD. She is quickly able to provide definitive answers to my US tax questions, via her extensive contacts in the US tax department.Gina is always prompt in responding to my email and phone conversation questions and her professionalism has inspired my confidence in her many times over.She has guided me through my annual tax return filing with integrity and honesty and I fully trust her to get the job done well each year.
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