Special Offers 

  1. KiwiSaver Reporting packages now available. 

We are currently offering the following KiwiSaver U.S. tax reporting packages: 

Child KiwiSaver Package: NZ $1,040 plus GST (if any) including Forms 3520, 3520-a and 8621 for any dependent non-working child. 

Adult KiwiSaver Package: NZ $2,990 plus GST (if any) including Forms 3520, 3520-a and 8621. 

Terms:

The offer is limited to one KiwiSaver per individual reporting on a timely basis and is on a limited basis. This offer is available to individuals signing for a 2022 U.S. individual income tax return with us. Payment is due in full at the time of signing and is non-refundable. The offer is subject to availability and open until 15 November 2022. Further terms are available upon request, and we reserve the right to accept on a select basis.

2. Through our experience and expertise in all matters NZ – US tax related we have a solution for the issue related to gaining an exemption for NZ employment sponsored KiwiSavers.

Exclusive to clients who sign for their 2022 U.S. income tax returns we will guide you through the process to ensure that your employment sponsored KiwiSaver can rightfully claim an exemption. The offer is limited to one KiwiSaver per individual reporting on a timely basis and is on a limited basis. This offer is available to individuals signing for a 2022 U.S. individual income tax return with us. Payment is due in full at the time of signing and is non-refundable. The offer is subject to availability and open until 15 November 2022. Further terms are available upon request, and we reserve the right to accept on a select basis.

 

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