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Thread: US NZ Tax Specialists

  1. #1
    Join Date
    Aug 2004
    Location
    Oregon (Formerly Auckland)
    Posts
    342

    Default US NZ Tax Specialists

    Has anyone dealt with NZ US Tax Specialists?

    http://www.nzustax.com

    If so we'd like to know how it went. Their website seems to be the answer to our prayers, however, real-life testimonies from the folks here have always been one of our touchstones.

    My wife and I emigrated from the U.S. to NZ in 2000, planning on living there forever. Unfortunately due to an issue with her brother's health my wife needed to move back to the U.S. in 2004 (just too far away at the time). Everything turned out fine and now we're looking at coming "home" (for all of the reasons you can imagine). We have Permanent Residence Visas.

    One of the issues we're struggling with is how retirement income (401k, Social Security, stock earnings, IRAs, etc.) will be handled. We understand the "double taxation" treaty between the U.S. and NZ but how some retirement income is treated, particularly IRAs, seems to be a grey area. Our U.S. broker and accountant strongly recommended finding a firm with knowledge of both country's tax systems.

    The NZ accountants we used previously handled our U.S. and NZ tax filings fine, but they don't seem to have a good handle on retirement, only earned income.

    Any recommendations or advise would truly be appreciated!

    Best wishes,

    Rich
    Last edited by richsadams; 24th October 2017 at 08:19 AM.

  2. #2
    Join Date
    Oct 2007
    Location
    Christchurch
    Posts
    384

    Default

    We have used US NZ Tax Specialists to do both our US and NZ returns for many years and have always found them to be professional, responsive and proactive. The one time an issue arose (late filing due to their error), they quickly accepted responsibility and compensated us for more than our loss. I should say that whilst we have received some advice over the years, US NZ Tax has primarily provided us with tax preparation - rather than tax consultation - services. Good luck!

  3. #3
    Join Date
    Aug 2004
    Location
    Oregon (Formerly Auckland)
    Posts
    342

    Default

    Hi Bozeman,

    Terrific info...thanks so much!

    Welcome anyone else's experience, particularly regarding IRA disbursements, etc.
    Last edited by richsadams; 24th October 2017 at 07:45 PM.

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