Who We Are

At the zenith of tax
United States citizens, and tax residents must file a U.S. federal income tax return and depending on their circumstances, one or more international information returns annually.
It is this field of cross-border taxation that we leverage for our clients, ensuring compliance and minimum taxation.
Combined with our deep knowledge of the tax treaty we have a bird’s eye view that is proven to provide immeasurable value to our clients.
ZenTax™ at the zenith of taxation. Register to discuss your tax issues.
Call us today to discuss your tax situation





Personalized NZ and US Services:
- Pre-migration taxation advice
- Income tax, estate tax, gift tax advice
- Tax residency assessment for individuals, corporations, trusts, partnerships
- Compliance
- Foreign investment fund advice for offshore investments, including all types of US retirement plans − 401(k)s and others
- Planning for the end of the TRE
- Penalty remission
- Examinations, risk reviews and audits
Classification and Evaluation Services:
- One of the benefits in using us is the depth of knowledge we hold on the types of US investments and their tax implications. Correct evaluation and classification of investments, such as the following will save you a lot of stress:
- The 401(k) tax-qualified, defined-contribution pension account plans,
- The IRAs (individual retirement accounts),
- The 403(b) tax-advantaged retirement savings plans, and
- Various college plans.
If you would like us to identify particular issues and advise you on them, you need us on your team. Get peace of mind. Trust in our professionalism. We will have your back.
Insights
New Zealand to review FIF rules
This week Inland Revenue released official's issues paper, "Effect of the FIF rules on immigration: proposals for amendments". Inland Revenue acknowledges the impact of the foreign investment fund...
Section 250 deduction for GILTI
Following on from Excess Profits and GILTI, we will now look into the Section 250 deduction. Section 250 applies to tax years beginning on or after January 1, 2018. Until 31 December 2025, the...
Excess profits taxes and U.S. GILTI
‘Excess profits taxes’ is not a term that is frequently heard here in NZ. This is unlike the term ‘capital gains tax’, which has been a longstanding political football for the country. This week,...



Level 7
2 Kitchener Street
Auckland 1010
New Zealand
Phone No.: 09-5255931
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