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.
Also plus point , she follows you up again . I would say very help full person . Recommend to go with her , no second thoughts .
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.
Insights
AICPA lobbies the Internal Revenue Service (IRS) due U.S. government shutdown impact on U.S. taxpayers and tax practitioners
The U.S. government shutdown is now into its 16th day, creating confusion and havoc in the U.S. tax community across the globe. The AICPA commented earlier today that fears are growing for the...
Interpretation statement IS 25/18: Income tax: Whether money or property received by New Zealand tax residents from overseas is income from a foreign trust – Part Two
Introduction and scope Part One of this article addressed the N.Z. tax implications of distributions from foreign inter vivos trusts[1] as set out in IS 25/18: Income Tax – Whether money or property...
Gina Gatchell Joins CPA Australia: A Milestone in Her Commitment to Excellence in Accountancy
We are pleased to confirm that director and founder Gina Gatchell has been accepted for membership of CPA Australia, one of the world’s leading professional accounting bodies. This achievement marks...
Merry Christmas!
Christmas hours:
NZ US Tax Specialists will be closed from Friday 19 December 2025, reopening on Monday 5 January 2026.
Level 7
2 Kitchener Street
Auckland 1010
New Zealand
Phone No.: 09-5255931
NZ US Tax Specialists Limited is a registered trademark. All rights reserved.
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Fees are all subject to New Zealand GST.