Individuals

Relocation?

We are highly experienced in the areas of New Zealand and United States taxation.

If you have relocated from the United States to New Zealand or vice-versa, our experts can help you with:

    • Tax residency, including advising and planning for the end of the temporary tax exemption.
    • New Zealand income tax including the treatment of foreign retirement plans.
    • Planning to minimize the effects of double taxation including interpretation and application of the income tax treaty.
    • Migration planning from the United States to New Zealand and/or vice-versa.
    • Information reporting for the United States including FBAR, 8938, 5471, 3520, 3520-a, 8854.
    • Expatriation planning and IRS reporting.
    • Income tax return preparation and electronic filing (New Zealand and United States).
    • Streamlined Filing Programme.
    • Assistance with Form W-8BEN and other types of withholding tax issues including claims of overpaid withholding tax.
    Tax Payment NZ

    Is your personal wealth protected from unforeseen tax liabilities?

    We can help with:

     

    • International Estate Planning Considerations for U.S. Citizens¬†
    • Expatriation Planning for U.S. Citizens and Long-Term Residents
    • Estate Planning for both Residents and Non-Residents
    • Estate and Gift Tax Considerations

    If you are doing business in New Zealand for the first time,

    get some advice from our experts.

    We can help with:

    • Company formation (New Zealand).
    • Preparation of financial statements for all types of entities.
    • IRD risk reviews and audits.
    • Business advisory.

    Send us a tax advice request today to get help on your personal tax situation and requirements.