US tax services in New Zealand for American expats
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Filing US taxes from New Zealand is confusing
I don't know where to start with my US tax return from Auckland. -
Reporting KiwiSaver to the IRS
My KiwiSaver in Wellington – do I report it to the IRS? -
Behind on US tax filings
I’ve lived in New Zealand for years and never filed US taxes – how do I get compliant? -
FBAR and NZ bank accounts
I have ANZ accounts in Christchurch. How do I report them? -
Understanding the US-NZ tax treaty
Living in Hamilton, am I protected from double US taxation? -
Working for Families and US taxes
Do I report Working for Families payments from Dunedin to the IRS? -
PIE funds are causing PFIC headaches
My PIE investments in Tauranga – what are PFIC forms for my US taxes?
Our services for US expats in New Zealand
Tax return preparation for US expats
Get your US tax return filed accurately and on time. Serving Americans in Auckland and throughout New Zealand with fully remote service.
Streamlined Procedure
Behind on US filings from New Zealand? Our CPA-led team handles the Streamlined Procedure – 3 years of returns and 6 years of FBARs, penalty-free.
Tax planning & consulting
Strategic US tax planning to minimize liabilities. We help you maximize Foreign Tax Credits for NZ taxes paid and optimize KiwiSaver reporting.
FBAR filing
Accounts held with ANZ, ASB, or Westpac or other similar foreign institutions may be reportable if the combined value of your foreign accounts exceeds $10,000 at any point during the year. We prepare current and prior-year FinCEN Form 114 filings as applicable.
FATCA reporting
Our FATCA service prepares Form 8938 when applicable and coordinates the information with your Form 1040, FBAR, foreign investment accounts, and other specified financial assets.
PFIC filing
Many New Zealand-based and other non-US mutual funds, ETFs, or pooled investments may be treated as PFICs, depending on circumstances. We analyze each holding and prepare Form 8621 as required.
Nonresident tax return
TFX prepares Form 1040-NR for eligible non-US citizens in New Zealand with US-source income or another nonresident filing requirement. This service is separate from US expat tax return preparation for citizens and green card holders.
Expatriation
Considering renouncing US citizenship while in New Zealand? We provide expert guidance on IRS expatriation tax requirements.
Amended returns
Need to correct past US tax returns? We help fix IRS mistakes and ensure compliance with streamlined procedures.
Free expat tax extension
Push your US tax filing deadline to October 15 for free. Available throughout New Zealand and worldwide.
Why Americans in New Zealand trust our US tax services
TFX website is so easy to load your income and expenses etc. The contact with my personal adviser is always prompt and knowledgeable. When I had some issues with the IRS, TFX was there to solve them. I'm based in New Zealand, so being able to work remotely and for TFX to file electronically makes it easy.
This is my second year using TFX to file my taxes and FBAR from New Zealand and once again I am a happy customer. I find their service to be high touch and informative. The process makes me feel confident that it is being done correctly and they are great at communicating and sending reminders to ensure tasks are completed on-time, as well as asking detailed follow-up questions to ensure accuracy. As long as I live abroad, I'm sure I will continue to be a TFX customer.
I have used this company for the last four years. I live in New Zealand and the service and ease of the whole procedure was made amazingly stress free by the professional service. Questionnaires are uncomplicated, if help is needed, prompt answers are provided quickly. I have no hesitation in recommending Taxes for Expats for all of your tax solutions.
Not only were we needing to get up to speed with the changes brought about by FATCA and FBAR and all those other scary acronyms for Americans living abroad, but we were attempting to purchase a home in Wisconsin from our home in New Zealand. We needed taxes done pronto. They were not only done pronto, but efficiently, and with grace and good humor. We got the house! As long as we have assets in New Zealand, wherever we are, we'll be using Taxes For Expats.
Very professional and responsive. Taxes filed for us from New Zealand. A real life-saver.
TFX website is so easy to load your income and expenses etc. The contact with my personal adviser is always prompt and knowledgeable. When I had some issues with the IRS, TFX was there to solve them. I'm based in New Zealand, so being able to work remotely and for TFX to file electronically makes it easy.
This is my second year using TFX to file my taxes and FBAR from New Zealand and once again I am a happy customer. I find their service to be high touch and informative. The process makes me feel confident that it is being done correctly and they are great at communicating and sending reminders to ensure tasks are completed on-time, as well as asking detailed follow-up questions to ensure accuracy. As long as I live abroad, I'm sure I will continue to be a TFX customer.
I have used this company for the last four years. I live in New Zealand and the service and ease of the whole procedure was made amazingly stress free by the professional service. Questionnaires are uncomplicated, if help is needed, prompt answers are provided quickly. I have no hesitation in recommending Taxes for Expats for all of your tax solutions.
Not only were we needing to get up to speed with the changes brought about by FATCA and FBAR and all those other scary acronyms for Americans living abroad, but we were attempting to purchase a home in Wisconsin from our home in New Zealand. We needed taxes done pronto. They were not only done pronto, but efficiently, and with grace and good humor. We got the house! As long as we have assets in New Zealand, wherever we are, we'll be using Taxes For Expats.
Very professional and responsive. Taxes filed for us from New Zealand. A real life-saver.
Transparent pricing for US tax services in New Zealand
US Personal Income Tax Return
- CPA-led US tax return preparation
- US and non-US wages
- Foreign tax credit (form 1116)
- Qualified IRA or ROTH contributions
- Alternative minimum tax calculations
- Estimated payment vouchers
- US retirement and social security income
- Interest and dividends (10 transactions included)
- Foreign earned income exclusion (form 2555)
- Child & dependent credits & deductions
- Over 35 tax forms included
Streamlined Procedure (SFOP)
- CPA-led Streamlined Procedure filing
- 3 years tax returns (currently 2023-2025)
- 6 years FBAR (currently 2020-2025)
- One package $1,450
- Special package: 25% discount on standard rates
- Optional: Certification letter add-on
See why Americans abroad choose our tax team
50,000+ clients, 193+ countries, 4,000+ reviews