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
Revised FIF rules edged closer to enactment with the passing of the Taxation (Annual Rates for 2025–26, Compliance Simplification, and Remedial Measures) Bill on 26 August 2025 – Part Three: Losses, departures, and deemed disposals including Extended RAM to RAM
Introduction and scope A proposal to add a new way of calculating FIF income was covered in Parts One and Two of this article. To recap, the proposal is that a new method, the RAM, be added to...
Revised FIF rules edged closer to enactment with the passing of the Taxation (Annual Rates for 2025–26, Compliance Simplification, and Remedial Measures) Bill on 26 August 2025 – Part Two: Revenue Account Method (‘RAM’)
Introduction and Scope Part One of this series detailed how the proposed changes to N.Z.’s FIF rules[1] may affect N.Z. tax residents who are subject to tax of another country, notably the U.S.,...
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 One
Inland Revenue has issued IS 25/18, addressing situations where receipts from foreign trusts and estates are subject to N.Z. income tax. IS 25/18 replaces IS 19/04, issued in 2019, providing further...
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.