Streamlined procedures – non-resident taxpayers

United States taxpayers who have lived outside the United States since January 1, 2009, and who have not filed returns since then, may qualify to file under new streamlined filing procedures from September 1, 2012. The returns will, however, be subject to increased...

US Tax Refunds – preparing returns

Whilst we don’t assert the concept of obtaining tax refunds for our clients, our expertise in return preparation has recently led to some extremely good results for clients. Knowing the best way to prepare the return, and going the extra mile for the client (our...

US Tax – 2008 Refunds Expiring

The Internal Revenue Service recently advised that it is holding US$1billion for people who haven’t filed their 2008 United States tax returns. The timeframe within which a refund of overpaid tax may be claimed is three years from the date the return was due for...

Due dates for filing 2011 United States tax returns

The due date for filing 2011 United States tax returns is 17 April 2012 (without extension of time). The usual date,15 April falls on a Sunday, and the 16th is the Emancipation Day holiday in DC, so the date is 17 April. An automatic 2-month extension until June 15,...

IRS Certifying Acceptance Agents – TIN

We get regular inquiries from New Zealand citizens requesting assistance in order to obtain a United States Taxpayer Identification Number (TIN). A TIN can be required for several different reasons including submission of Form W-8BEN Certificate of Foreign Status of...