DO YOU NEED TO FILE A US TAX RETURN?
If you are a US citizen or green card holder and you have income, you likely need to file a tax return. US Global Tax can help, and we’re right here in
Join us for a Free Seminar on US Tax Compliance
Are you a US citizen living in New Zealand and behind on your US tax returns?
Or maybe an “accidental American” who’s just discovered the need to file? Or even considering renouncing US citizenship? Join us for a free seminar at SkyCity Auckland.
You’re in safe hands. Here’s how we can help.
You’re an individual
At US Global Tax Ltd., we are specialists in individual US Taxation. Most US citizens residing outside the United States have a tax filing requirement to the IRS, regardless of where in the world you may be situated.
You’re a company or trust
US Global tax is proud to offer helpful services to assist US taxpayers with stakes in New Zealand and Australian companies and trusts. If you’re a small business owner or have simply invested in a family trust to safeguard your financial assets, you may need to file additional forms with your USA income tax form. […]
You’re doing business in the USA
If you are living and working in Australia or New Zealand, doing business in the US can be a minefield of complex issues, not only for large, multinational corporations but also for small “mom and pop” investors. However, investing in US business interests can still be a very attractive opportunity, be it through rental properties, […]
You’re migrating to/from the USA
Moving abroad is difficult, but your taxes don’t have to be the reason why. Whether you’re a US citizen moving to or a migrant moving to the US, count on US Global Tax for the expert tax advice you need. Our leading tax migration services will help you familiarise yourself with the tax laws in […]
Non-resident tax returns
Did you know that any individual with US income or investments may have an obligation to file a US tax return, regardless of their citizenship? We’re able to assist in all non-resident tax issues, related to the US. Whether this be obtaining a refund of withholding tax for a temporary US job, or tax owing
US Global Tax helps American citizens, residents, and various businesses meet their FBAR FinCen 114 filing requirements. Continue reading to learn more about the FBAR, or contact us today for the help you need. What is an FBAR?
Did you know that more than 4,000 people renounced their US citizenship in 2017? This is a figure which has been high for a number of years, and potentially could be attributed to the far-reaching impact of FATCA legislation.
I appreciated excellent communication, good results and professionalism to handle this unfortunately complex work.
David and his team are incredibly professional, responsive, and make the process so seamless. Being my first year living abroad, I was unclear on how to handle both my US and foreign incomes. No complicated forms to fill out or lengthy questionnaires – David and Vivian eased any of my uncertainties and my taxes were done within a day. Highly recommend.
I have been a client of US Global Tax Limited for the last 2 years. I have found them to be very professional, knowledgeable , helpful and very supportive in getting me through to a very stressful and complicated exercise. I highly recommend them and feel they offer a wonderful service at very competitive prices.
I have been using US Global Tax Ltd for a little over a year. I enthusiastically give them FIVE STARS for being incredibly patient, answering every question in full detail, and being very friendly and ‘human’ on top of all that. They have helped transform a very worrying situation into a smooth and trouble-free process. Thoroughly recommended.
I did not know I needed to file tax returns to the USA and found out last year through an associate. I was extremely stressed and worried about this. I spoke with US Global Tax who were very reassuring, empathetic, and comforting. They took me through everything step by step, and got everything filed for me. I feel the biggest relief I have ever felt. I cannot recommend them highly enough.
I have been a customer of us global tax for 2 years, and they have asked me if I can do a review on google. I have found them to be very helpful and understanding. I have been very worried about my tax at times, and they have always been sympathetic. I highly recommend this service.
US Global Tax were excellent to work with. We had an difficult situation and they took time to talk us through the process, and find solutions. Very fast communication. Thanks! Recommended
Moved from TX last year and they were very helpful in getting my return filed asap. Have had consultations on how to set up here, and now having my returns prepared again. Very happy with US global tax.
I’ve had a consultation with this company about moving my IRA to NZ and the tax liability. I met with David Tzimenakis who has explained it fully. I am very satisfied, and relieved to understand what types of NZ investments I need to avoid.
Professional and reliable. I highly recommend US Global Tax for the preparation and filing of your returns. They will go the extra mile to answer all your questions. And I personally had many! This year I was really pleased with David Tzimenakis’ work.
US Global Tax have been excellent service this year. I have had a complicated situation involving NZ inheritence and also a US trust. I was panicked and very stressed about the tax requirements. But the team have been amazing from start to finish. They have always reassured me, and given me advice throughout. 5 stars!
After using US Global tax for the last 3 years, I can say only good things about the service. It has consistently got better each year, very efficient and my tax return is always completed quickly. I have been working with Dave Tzimenakis this year, who’s service is excellent. I highly recommend to any US citizen needing advice or help.
Friendly, helpful and knowledgeable. Helped us with the tax issue we were facing and turned it into a positive result. Recommended!
Used US Global Tax this year after moving from a American firm. I have been very impressed with the speed and friendliness of their service. Will continue to use, and will recommend to all who ask.
As I’ve discussed previously over the last year, the state of operations at the IRS has been somewhat in disarray for quite some time. This has mainly been caused by a combination of reduced staffing during the pandemic, staff cuts in the prior decade, and a huge...
Whilst in most cases there is no US tax on inheritance received, reporting may still be required. The US generally taxes an estate, and distributes to beneficiaries tax free, but our helpful video below explains a little more around the reporting required....
During June 2022, US Global Tax presented a series of seminars alongside Saunders & Co Lawyers. The seminars mainly covered tax issues that new US migrants to New Zealand would need to be aware of. The second part of our seminar discusses remote working,...