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What is Section 965?

This tax year has seen some tumultuous changes to US tax law, and how it applies to foreign based US citizens. The most alarming of these changes, and the one that we are most frequently asked about, is known as Section 965.   These changes have mainly come about as part of reforms promoted by ... Read more

Kiwisaver & Australian Superannuation

Kiwisaver and Australian Superannuation One of the most frequent questions we are asked, is “How is my Kiwisaver/Superannuation account taxed and reported”. While there are a number of factors which affect the answer to the above question, we can give a brief overview. Firstly, before reading a... Read more

Taxpayer Bill of Rights - The Right to Appeal an IRS Decision in an Independent Forum

The Right to Appeal an IRS Decision in an Independent Forum Taxpayers are entitled to a fair and impartial administrative appeal of most IRS decisions, including many penalties, and have the right to receive a written response regarding the Office of Appeals’ decision. Taxpayers generally have th... Read more

End to OVDP

As we approach the end of the month, one more important date is looming for many US citizens who are deemed “wilful in their failure to file tax returns”, the end of OVDP (Offshore Voluntary Disclosure Program). Read more

Taxpayer Bill of Rights - The Right to Challenge the IRS’s Position and Be Heard

The Right to Challenge the IRS’s Position and Be Heard Taxpayers have the right to raise objections and provide additional documentation in response to formal IRS actions or proposed actions, to expect that the IRS will consider their timely objections and documentation promptly and fairly, and t... Read more

Taxpayer Bill of Rights - The Right to Pay No More than the Correct Amount of Tax

The Right to Pay No More than the Correct Amount of Tax Taxpayers have the right to pay only the amount of tax legally due, including interest and penalties, and to have the IRS apply all tax payments properly. Read more

Filing Deadlines

As we progress through the year, most of us have already got our minds set on the end of winter, its certainly felt like a long one! But, one other important upcoming date to keep in mind is the final US tax filing deadline of the year, Monday 15th October 2018. This is the final date in which an... Read more

Taxpayer Bill of Rights - Right to Quality Service

The Right to Quality Service Taxpayers have the right to receive prompt, courteous, and professional assistance in their dealings with the IRS, to be spoken to in a way they can easily understand, to receive clear and easily understandable communications from the IRS, and to speak to a supervisor... Read more

Taxpayer Bill of Rights - The Right to be Informed

The final deadline of the year, 15th October 2018 is fast approaching. This is the time of year where many of us are awaiting IRS assessment for returns filed earlier in the year. It is well worth remembering the IRS Taxpayer Bill of Rights, ensuring you are treated fairly before the IRS. We'll s... Read more

Expat Tax Filing Dates

When to File If you are e-filing tax returns on the calendar year basis, the due date for filing your return is generally April 15 of the following year. If the due date falls on a weekend, the due date for your return will be the following regular workday. If you file on a fiscal year basi... Read more

2016 Exemptions and Deductions

2016 Personal Exemption Amounts For tax year 2016, the personal exemption amount is $4,050 (compared to $4,000 in 2015). You are allowed to claim one personal exemption for yourself and one for your spouse (if married). However, if somebody else can list you as a dependent on their tax retu... Read more

IRS Filing and Payment Due Dates 2017

2016 Tax Year – IRS federal and state personal tax filing and payment due dates (State filing deadlines are similar to federal filing deadlines) Due date Action required 15 April 2017 Due date for filing Fincen114 (FBAR).   Extended filing deadline. There is discussion around the avai... Read more

Who needs a to file a US tax return?

  • National Association of Tax Professionals
  • IRS Enrolled Agent
  • National Associations of Enrolled Agents