Our Process

Our Process is Completely Transparent

With us, what you see is what you get. Our process is completely transparent. There are no hidden extras or surprise bills at the end. At every step, we will check that you are comfortable with how your US tax return or NZ tax return is progressing and seek your approval before proceeding with the work required. 

The time taken to complete your return will depend on both the time of year and the complexity of the work. 

At NZ US Tax Specialists we prepare your US tax return or NZ tax return in a timely and efficient manner, taking your tax compliance needs and obligations into account as well as your preferences as to how you interact with us.

Here’s what you can expect from our NZ / US tax return process:

1

Assess

We start by assessing your tax situation. There are two ways to do this:

  • You can fill out our online questionnaire or we can email it to you. Our team is always available to answer any queries on the phone or by email.
  • Or you can meet with us in person. Many clients prefer to do this as we can address any questions as they come up. If you select this option, you will be advised of the consultation price beforehand and will be invoiced for our time following the consultation.

Once we have an overview of the work involved, we will provide a quote and agreement for our services.

2

Engage

If you are comfortable with the quote, we ask that you send us the signed letter of agreement.

You will then be sent an invoice for 50% of the quote and a a list information we require from you to complete your return(s).

3

Preparation

Once we receive all the requried information from you, we will begin preparing your return. Our usual turn around for returns is 4-8 weeks (extended to 6-8 weeks during our busy periods).

If we discover anything further is required, we will revert back to you with a request for more information.

At this stage we invite you to advise us of any other parties to include in our communications (other accountants or nominated people).

4

Review

Once your return(s) has been completed and peer-reviewed by our team, we will send it to you to review.

We invite you to be thourough when reviewing your returns, this is the best time to make any changes.

5

File

Once approved by you, we will file your return (we use e-filing where possible).

Now you know what to expect, let’s get things moving!

Call us to arrange a consultation or complete our online questionnaire.
+64 9 525 5931

Subscribe to our newsletter

Subscribe to our newsletter

Receive the latest US and NZ tax news, insights and updates every month.

Your subscription is now active. Look out for our next newsletter.