Best Taxation Courses Auckland Near Me

4worldlovers:
Taxpayer Advocate on U.S. expats’ tax burden in Annual report to Congress By Gina Gatchell, Founder/Director The Taxpayer Advocate Service (TAS) is an independent organization within the IRS. The TAS’ objectives include to ensure that every (U.S.) taxpayer is treated... In December last year, NZ US Tax Specialists Limited funded 175 native trees for planting through Trees That Count. We were contacted last month and informed that the Nelson Forest and Bird Society is receiving the trees for planting in the region. Being a native of... Inland Revenue has made a statement today in relation to North Island flooding, which has primarily devastated pockets of its largest city, Auckland. The department advised tax agents that they are aware that many customers have been affected by the event and may need... The jurisdictions of New Zealand and the United States of America have very different tax regimes. However, there is a common theme which we, as tax practitioners experience, year in and year out. That common theme is the complex anti-deferral and anti-avoidance... Trees That Count – paying it forwards by going back to our roots. We are grateful for your support this year. As a gesture of our gratitude, in December 2022 we donated 175 native trees to Trees That Count, a New Zealand registered charity. Every tree we donate... The PFIC regime has been in existence since 1986. Introduced in the Tax Reform Act, the regime closed a loophole. Prior to the change, assets could be transferred to entities organized outside the U.S., in order to escape U.S. taxation. As with other foreign... Trusts are a way of life in N.Z. They are quintessentially used for a variety of purposes. Estate planning, asset protection, and wealth management are common examples. Whilst especially so for high-net-worth individuals and their families, trusts have formed part of... Many countries develop and manage their tax policies to influence socio-economic behaviour. N.Z. is one such example. N.Z. has traditionally been slow to prepare its inhabitants for retirement. Other countries have had compulsory superannuation for decades, such as... The 2022 filing season finished yesterday, 17 October 2022. Below are some statistics from this year’s filing season. These provide insight into the IRS’ processing of U.S. federal income tax returns through the 2022 season. Data is from the midyear report...

4worldlovers: Pick a date in the future (up to 75 days after terminal tax), lock in today’s competitive interest rate by paying up front and keep your cash in your business until your chosen payment date.

Here to make tax easy, save clients’ money, and reimagine what it means to be truly purpose driven – by investing our profits for a restored and thriving Aotearoa through Whakatupu Aotearoa Foundation.

Want to keep your money where it’ll do more good, for longer? You’ve come to the right place. Flexitax gives you the flexibility to pay tax on your terms, when it suits your cashflow, so you can focus on growing your business.

And because it’s Inland Revenue approved, you can rest easy knowing everything’s taken care of.

4worldlovers: 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

I have never filed before I’m looking for tax advice I’m looking for a new US tax specialist I’m looking for FBAR advice

Friendly, expert, efficient help with our complicated US tax filings after our return to NZ. Couldn’t be making this transition smoothly without advice and support from David and Matthew—they’ve walked us through every step and requirement while being unfailingly patient with our very many questions. Highly recommend this company’s services.

My wife and I recently moved to NZ, we needed a knowledgeable US to NZ tax specialist to help us to make the transition. We learned of David via a quick Google search. Our first phone call proved that not only was David professional and extensively detailed with doing returns for dual residents, he quickly helped us get on track to eliminate the stress and complexities for dual status tax filing upon return.

Working with his team over the past few months has been an absolutely pleasure, Penny and David have gone over and beyond for us with any concerns, or questions throughout process. I can’t speak highly enough of the whole team. A++++ service

Amazing service and responsiveness! The knowledge of the team is impressive and has proved to be valuable time and time again. Navigating US and NZ taxation can be daunting, but the team at USGTL makes the process feel manageable. Their expertise has taken a huge weight off my shoulders.

US Global Tax Ltd., is the most professional and knowledgeable off shore tax practice I have ever worked with. I have worked with them for about 10 years. The staff is professional with many years of experience in complicated tax matters. All taxes have always been filed on time. I highly recommend this firm for both personal income tax preparation or corporate - no client is too big or small.

For those looking to engage with US Global Tax, please read on.

I can't say enough about the people from the US Global Tax team.

Every year I really appreciate all their help and effort and look forward to work together again every year!

The US Global Tax team is always so professional, helpful and all around just a pleasure to work with.

Always answering questions that come up and doing so quickly, succinctly and with clarity.

The experiences created by the team through their workmanship elevates the brand of US Global Tax in more ways that I can describe and in more ways than money or marketing could ever accomplish.

Thank you team for all your efforts, support, kindness and for carrying yourself and your work in such a phenomenal way.

The whole team at US Global Tax is fantastic – super responsive, super knowledgeable, and always on time with their work. Working with them went a long way towards demystifying the IRS processes and making tax season less stressful; I highly recommend them and their work.

The US tax system poses a ridiculous burden on US expats, even if you are not wealthy. Even when you think you can do it yourself there are always surprises ( e.g. Kiwisaver is a foreign trust). David and his team have been extraordinary in relieving me of this burden. They talked through all fiscal issues to ensure that the correct paperwork would be submitted , and provided a better than expected upfront quote for each of the possible forms. They filed our forms well ahead of schedule despite us being a particularly international family. A very streamlined trustworthy service .

Addendum: One year later and still great service from David, April and the team. I highly recommend.

I had a great experience with the US Global Tax team. David eased all my anxieties in one morning, talking me through the complexities of my situation. They even referred me to another accountant to handle my NZ tax needs. The team kept me up to date every step of the way. I really appreciated the transparency throughout the process.

I HIGHLY RECOMMEND THIS OUTFIT TO ANY EXPATS DEALING WITH US TAXES

You’re in safe hands. Here’s how we can help.

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.

4worldlovers:
We are a boutique one-stop NZ Chartered Accountant firm providing international tax services, commercial and residential property tax advice, tax consulting, business accounting and tax training services for locals, expats and migrants alike.


We specialise in cross border tax for US and non-US migrants/expats, taxation on land transactions, IRD disputes and resolutions and small and medium business tax. We can speak English, Cantonese and Mandarin.


Our Mission Is To Help Taxpayers Protect And Grow Wealth Through Our Experience And Knowledge


Our Director, Connie, is a Chartered Accountant, Property Consultant and Tax-Lecturer

Connie has worked at Big Four, Mid-Tiers and boutique NZ US tax Chartered Accountant firms specialising in land transactions, cross border taxation for expats/migrants, IRD disputes and resolutions and small and medium business tax.

She has assisted and advised residential and commercial landlords with portfolio size of $1 million to $20 million.

Her industry experience includes property construction/development, immigrant/expat taxes, property related businesses (e.g. Architecture, Engineering and Property Management firms) and many more.

We strive to provide quality, affordable and efficient services to our clients and assist them to achieve their financial freedom. We outline below our main points of difference.

We strive to preserve and grow your wealth with your active business so you can enjoy the rewards seamlessly in the near future.

We have more than 10 years of tax, accounting and property experience with in Big Four & Mid-Tier companies – MTAXS(Hon) & BCOM/BPROP.

We provide tax, accounting, and property consulting services under one roof so that we can minimise cost and maximise efficiency for you and your portfolio.

Our team speaks English, Cantonese, and Mandarin. We can help you by bridging any cultural and language differences you may come across.

We believe accounting and tax knowledge are essential life skills for everyone. That's why this is the first building block to our unique wealth model. We have lectured tax at Universities in Auckland and founded Tax Tutoring in 2013.

We are client focused and try to make sure the process if streamlined and stressless for you.

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