Our Team

Tax Consultants

We are qualified taxation professionals. All of our team are experienced and qualified in either New Zealand or United States tax regulations or both, and are highly accomplished tax consultants. We invite you to experience the NZ US Tax Specialists point of difference.

Gina Gatchell

Gina Gatchell

Managing Director

The mantra ‘be effective’ is the driver behind Gina’s 20-year career in accountancy and taxation. Working in both corporate accounting and public practice, she has built a reputation as a NZ based authority on US tax. Gina is an Enrolled Agent (no. 101153), tax blogger, speaker, writer and taxpayer advocate but she gets the most enjoyment using her expertise to achieve the best outcomes for clients.

Gina is a New Zealand Chartered Accountant (since 2002). This guarantees her local expertise is up-to-date as she is committed to ongoing professional education and staff training and development.

Gina’s forte is in information reporting for US citizens with companies, trusts, partnerships and investments including Passive Foreign Investment Companies, pensions and retirement funds, and foreign financial accounts. She has extensive knowledge of tax treaties, and the domestic and international aspects of NZ income tax, which ensures a holistic approach.

For Gina, business is all about people. Over the years she continues to build great working relationships with staff, revenue authorities, wealth advisors, attorneys and other tax professionals both in New Zealand and overseas. 

At home, Gina has her hands full with two lively daughters who rock her world.

‘I’ve learnt that every client has a unique story – we’re ready to listen.’

Qualifications and Associations:

Chartered Accountant, CAANZ

Certificate of Public Practice – New Zealand 

Certificate of Public Practice – Australia

International Tax Planning Association – Member 

National Association of Enrolled Agents – Member no. 101153.

National Association of Tax Practitioners – Member 

American Institute of Certified Public Accountants – International Associate

Gina Gatchell

Jason Ferrone

OPERATIONS MANAGER

The complexity of our operating environment requires specialist skills, and our  talented Operations Manager Jason Ferrone has the skills to kick this through the goal posts.

With more than ten years’ experience in the US tax penalty resolution industry, Jason’s technical and operations know-how is unsurpassed.  

His unique blend of great customer service skills, together with systems experience and depth of experience in dealing with the Internal Revenue Service enables us to provide the level of service and confidence in us that we strive for.  

Having worked his way up in the field of operations management in a Los Angeles-based firm, Jason looks forward to meeting our clients, improving our processes, and providing our clients with the service and level of technical expertise that US citizens in New Zealand expect. 

Gina likes to say that process is my middle name, and I’m focused on making it happen.” 

 

 

Qualifications and Associations:

Bachelor’s degree in Journalism

National Association of Enrolled Agents – Member

National Association of Tax Practitioners – Member 

 

Contact one of our tax consultants to discuss your tax requirements.
+64 9 525 5931

Connie Lui

Connie Lui

INTERNATIONAL TAX MANAGER

Connie is a Chartered Accountant with a Master’s of Taxation (Hons). She has been practising in taxation and accounting for over eight years. Connie has a passion for helping individuals and businesses navigate the New Zealand (NZ) tax system. She advises NZ and US citizens and their NZ businesses from a wide range of industries. She has also lectured in tax at Unitec and AUT. 

In her personal time, Connie plays the electronic organ, cooks and runs.

Qualifications and Associations:

Master’s of taxation studies (Hons) 

Bachelor of Commerce (major in accounting and tax) conjoint with Bachelor of Property 

Chartered Accountant, CAANZ

Please ask us if you would like a verbal recommendation about our services as tax consultants or visit our Recommendations page. We look forward to seeing you soon.

Chrison Lin

Crison Lin

Assistant Accountant

Crison has a Master’s degree in Professional Accounting (MPA) from Auckland University of Technology (AUT) and is working towards becoming a Chartered Accountant. A strong can-do attitude and factual problem-solving skills have made Crison an integral part of our team. Originally from China, Crison enjoys hiking, travelling and wine.

Qualifications and Associations:

Master of Professional Accounting (MPA), AUT University

Bachelor of Financial Management, Xiamen University Tan Kah Kee College

Call us now for help with your tax. Make an appointment today.
+64 9 525 5931

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