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:

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 or via online meeting for consultation. 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.

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).

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).

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.

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!

Safety ElectricalSafety Electrical
21:30 21 Aug 24
I came across this person by google search . First attempt could not get connected .she so good returned my call with 5 min . Asked her few question , would say very good on what she does .Also plus point , she follows you up again . I would say very help full person . Recommend to go with her , no second thoughts .
Maryanne GarryMaryanne Garry
09:09 21 May 24
Gina is exceedingly detailed and knowledgeable. Her expertise is like a lifeline for US expats.
Matt RollMatt Roll
04:09 21 May 24
I'm thankful for finding NZ US Tax Specialists because Gina is one of the few people I know with a working knowledge of the intersection of U.S. and NZ tax policies. Our tax return was accurately completed on time and without any issues. I'm planning to use their services for years to come.
Spencer SmithSpencer Smith
03:47 21 May 24
US tax is a complex beast. Gina and her team have been very helpful to me and my clients with US tax issues.
Chris LemonChris Lemon
22:46 20 May 24
Gina and the folks at NZ US Tax Specialists were very quick to answer a question I had on the NZ tax treatment of US Military pensions, a fairly obscure area of tax law. They're great to work with.
Danielle FaireyDanielle Fairey
20:00 15 Oct 23
Gina was such a great help in navigating my tax requirements after moving between the US and NZ. She was great to work with - always very responsive and helpful. I would definitely recommend and work with NZ US Tax Specialists again in the future.
NZ US Tax Specialists has been a lifesaver with regards to a family member’s move from the US to NZ. Gina and her team have been there to help us understand the complexities of dual tax status and have greatly assisted in getting everything filed on time. While taxes will never be fun, working with NZ US Tax Specialists has brought our stress levels down considerably.
James SteeleJames Steele
02:57 13 Apr 23
Gina helped us prepare our US tax returns after we moved to NZ during a very busy time. We had no idea what was required as US citizens living abroad, but Gina was extremely helpful, knowledgeable, and professional. The work was affordable and well done. We had a great experience and hope to use NZ US Tax Specialists again.
Marivee McMathMarivee McMath
06:35 13 Feb 23
I am very happy with the way NZ US Tax Specialists handled sorting out my US Taxes! It certainly put my mind at rest. Felt I was in safe 'hands' throughout the process.
Gareth RobinsGareth Robins
04:31 13 Feb 23
Gina quickly attended to my tax questions and was very helpful
Deborah MunroDeborah Munro
03:54 19 Oct 22
If you're a US expat and need to file a US tax return, then look no further! Gina and her team at NZ US Tax Specialists does outstanding, professional work. I had to amend my US tax return, as I didn't know I had to file a form. Gina got that done, but they also found I'd made an error, and they fixed that for me as well, keeping me in good standing with the IRS. I'm definitely returning next year to get their assistance again.
Karen SmithKaren Smith
23:32 02 Sep 22
I have been working with Gina since 2014, when I needed US Tax advice, being both a New Zealand and United States citizen. Over the eight years that we have been working together, I have found Gina to be extremely knowledgeable about the US tax system and the New Zealand IRD. She is quickly able to provide definitive answers to my US tax questions, via her extensive contacts in the US tax department.Gina is always prompt in responding to my email and phone conversation questions and her professionalism has inspired my confidence in her many times over.She has guided me through my annual tax return filing with integrity and honesty and I fully trust her to get the job done well each year.
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2 Kitchener Street

Auckland 1010

New Zealand 

Phone No.: 09-5255931

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