Kiwis with US-sourced income and Yankees resident or working in New Zealand have a lot in common:  dual taxation.  The two countries’ taxation systems are quite dissimilar and that which is taxable in one jurisdiction may or not be in the other – to say nothing of foreign bank reporting requirements.  Anyone who has faced these issues knows that working with and through them successfully is not for the faint-hearted.  Happily, this is the space in which NZ US Tax Specialists thrives.  Their personal service is unmatched in my New Zealand experience, and their knowledge, far-sightedness, and thoroughly professional approach to clients’ needs give me cause to recommend them unreservedly.

Dr WE Dunn, Takapuna. 1 May 2019

Thanks for all your help with this year’s tax preparation and all my questions. You’ve been great to work with. If there is nothing further, I wish you a Happy Christmas and better New Year, and I’ll hear from you next year. Thanks again for all your hard work.

Having moved to New Zealand from the US in 1998, I would file my own taxes every year until one day in 2015, I heard from the IRS. They said I had miscalculated and owed them more tax. This happened again the following year, and all of a sudden US taxes started to become a source of anxiety and stress in my life. After several unsuccessful attempts to contact the IRS in order to understand what the issues were, I decided to engage NZ US Tax Specialists.

A meeting was set up promptly with Gina and Both my husband and I quickly felt like we would be in the safe hands of experts. They were on time, professional, and very transparent around their charges. We were so pleased with how they handled my US taxes, that we have asked them to do our NZ taxes also. Overall, I would say that NZ US Tax Specialists have taken our tax headaches away. We completely trust that they have it all under control and it feels like a weight has been lifted. I would have no hesitation recommending them to anyone looking for peace of mind around their US and NZ taxes.

I spent a lot of money finding the right people, having had dealings with several companies and individuals ranging from accountants to international tax law specialist (mostly in USA) I have to say that the company that I received the best advice and the most thorough service was right here in Auckland New Zealand. www.NZUSTAX.com are IRS enrolled chartered accountants so they know what they are doing and are approved by the US chamber of commerce here in NZ as well. They have a great team of experts and know both tax systems inside out and this is especially important around the tax treaties between the two countries. 

Their services were less expensive than in the US and they also saved me taxes as they had a better understanding of the treaties and found out I had less tax to pay than I had been told previously. They were friendly and very understanding of the immense stress their clients are under. Someone is always available to ask questions and, of course, meetings face-to-face to discuss the accounts sure beat phone or Skype. I would highly recommend them to anyone who has to file tax returns and FBARs to the USA. Please feel free to contact me privately if you would like to talk some more about my experiences.

The team at NZ US Tax Specialists have been a lifesaver: after hours trying to research my complicated situation — living in two states, two countries and getting married in one year — their expert knowledge and advice alleviated all of the stress of Tax Day. Living as an expat is not always simple, but I feel confident that my husband and my future tax implications are in good order because of their help.

Negotiating the pathways through the complicated U.S. tax return forms can be perilous and demanding – doubly so for someone like me who also has citizenship and residency in another country. Happily, the NZ US Tax Specialists know the correct route to take and have lifted this yearly burden from my shoulders – a great relief! They are exceptionally knowledgeable and efficient, and I would gladly recommend them to anyone in New Zealand having to deal with Uncle Sam’s tax collectors.

Thank you so much for all of your help. You have been amazing to work with and I can honestly say that I have never come across anyone who is as diligent and quick to respond as you are. Looking forward to hearing from you next year. All the best!

I came to NZ US TAX with a fairly difficult situation: a UK citizen, a NZ citizen, a US residency and ownership in a UK company. In terms of US reporting, this is complex to put it mildly. NZ US TAX were not only professional, they were understanding, and courteous along the way. Most importantly, I felt like I had an understanding ear. Whenever I asked for the status or what was outstanding David would always reply within a day (at the latest). All up, they make the navigation of the US tax system and the filing required as simple as it can be. Highly recommended.

I absolutely love NZ US Tax Specialists. You understood the complexities and nuances of my case and answered all my questions with confidence and knowledge. I will definitely be using you for all my tax requirements: both NZ and US going forward.

I’d like to thank NZ US Tax Specialists for their assistance over the past few months in sorting out our US taxes. The team was always professional, responded promptly to phone calls and emails; they were very knowledgeable and even completed the job ahead of schedule. We will continue to work with NZ US Tax Specialists in the years to come and highly recommend their services to any US citizens living in NZ. Thank you to the entire team, we really appreciate your work!

For years I tried to stay compliant with all the US kept throwing at me as a dual citizen living permanently outside the US. The complexity of compliance just kept getting more and more difficult. My reading in the press and in the instructions related to my filings indicated that the threats and penalties for making a mistake were getting more and more onerous – and in fact could be financially catastrophic. I finally decided that this was no way for a free person to live. 

Once I made the decision that I didn’t want to live with this cloud over my head any longer, I began to research what needed to be done to free myself from this situation. It became obvious that a lay person – even a very smart one – could not navigate the exit requirements of the US State Department and the IRS without help. NZ US Tax Specialists came up when I did a web search looking for an entity that could guide me through the process. In the end, I had a large final tax bill to pay, but it was substantially less than I expected – and that is a result of the detailed reviews done on my return by five of NZ US Tax’s employee accountants – who pored over my returns to ensure I received every legitimate tax break. I am now one step closer to my freedom – and I am grateful to the team at NZ US Tax for all of their help.

I have used NZ US Tax Specialists over the past year to address long outstanding issues with my American Tax commitment. NZ US Tax Specialists proved to be skillful, professional, diligent, and clear in their work and relationship to me as a client. As such I would without hesitation refer them to any individual keen on working with a service provider of excellence.

The drama of the U.S. and New Zealand tax season used to gnaw at us and its approach filled us with dread. As soon as we began using the NZ US Tax Specialists we realized we were in good hands and could relax knowing that our filing would be complete and correct. We have always been treated courteously and professionally. Thanks for the excellent service.

I have worked with Gina for many years while working internationally. I pay taxes in three countries and just could not imagine trying to handle the complexities of filing my taxes and submitting all the required forms without these guys. Their service is excellent and I have always had quick response to any questions and good advice whenever I asked over the years. I highly recommend them to any expat required to file US Taxes.

As a new author, consultant, recent home seller and American living abroad in New Zealand, I knew I needed help with my taxes this year. Just my US taxes alone were becoming more and more complicated and now that I had new sources of income that required me to do NZ taxes, I had to find someone who could help me with my specific situation. 

The team at NZ US Tax Specialists has been excellent. They’ve been patient with me as a novice who knows nothing about tax law, and when I’m confused or frustrated they always reply in a patient, informative, and clear manner. They are very prompt and take so much stress out of tax season. I actually look back on the years I prepared my own taxes and kick myself for all the unnecessary stress I endured fumbling through the complexities of the US tax code. If you are someone who needs to file taxes in the US and NZ and you are tired of dealing with the stress and complexity of the process, you should seriously consider working the NZ US Tax Specialists team.

I want to thank you all for your effort in working through what was a fairly complicated task dealing with my US and NZ accounting affairs given my trans-Pacific work and residency over the last few years. It has been great to have access to your knowledge and services in a timely and efficient manner to submit my tax returns both in NZ and in the US. I would highly recommend your organization to anyone else who lives in NZ (or has recently moved back or to NZ) and who has recently worked for a US company (or still works for a US company).

I appreciate your hard work and most importantly, patience. I definitely want to return to your firm for my taxes next year. You’ve been fantastic.