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November 28th, 2021

Video – Changes to Section 1031

November 14th, 2021

Article – Depreciation Recapture, What Does It Mean?

October 31st, 2021

Video – US Taxation of Lawsuits & Settlements

October 17th, 2021

Article – Government Pensions – Treaty Based Taxation

October 3rd, 2021

Video – The Savings Clause

With pleasure I wish to share my 2020 US Federal tax return preparation experience with US Global Tax. It has been a wonderfully stress-free and yes (never thought I would ever say this) enjoyable experience. My sincere thanks to all of the staff involved and for the speedy completion of my return. I would like to specially mention Dave and April. Dave very capably guided me with advice and support right from our first contact through to the finalisation of the return process. My queries were handled with care and responses were usually received within an hour. You bring a warm and human touch to your work, Dave, which I noticed with sincere appreciation. A huge thank you to April who did an outstanding and very competent job with preparing my return. Her requests for information were very well organised and structured and my questions were answered in a thorough and speedy manner. Her knowledge of US tax matters and her keen attention to details and accuracy was very impressive. Thanks also to Lance for his personal welcome letter, which made me feel valued as a client. I am so looking forward to another enjoyable experience with the US Global Tax family next year! 31/05/2021

– Elmarie O.

I appreciated excellent communication, good results and professionalism to handle this unfortunately complex work.

– Ian Wells

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.

– Brad Wilson

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.

– Eileen

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.

– John Cochrane

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.

– Marie Wilkins

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.

– Nadia Lushenko

Received some tax advice from these people. Was very pleased and impressed. Was a bit difficult over Skype but got what I needed.

– David McDonald

I have filed four years of tax returns with US Global Tax Ltd. All the returns have been completed in a timely and professional manner. The staff have always been available to answer my questions, and I have never had the feeling of being rushed. US Global Tax have often gone the extra mile to accommodate me.

– Frank Hummel

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

– Bruce Cole-Baker

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.

– Brian Carter

I had never filed any tax returns and didn't even know I had to file. I called US Global Tax, and they were amazing. Reassured me that I wasn't going to be in trouble, and got all my returns up to date and fixed. I'm so relieved and can highly recommend.

– Caroline Perry

I have used US Global tax for 2 years and have been impressed all through. The service is excellent, and always answer any questions I have. The tax return is always on time, and reasonable fees. Excellent service for US citizens.

– Gerald Palmer

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.

– Ashlee M.

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.

– Gregory Heller

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!

– Alice Perham

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.

– Terry M

Friendly, helpful and knowledgeable. Helped us with the tax issue we were facing and turned it into a positive result. Recommended!

– Dale Kensington

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.

– Alan Schneider

Quick and easy service. First year with them but it has gone well

– Miriam Colberg

Called US Global tax this year when I realised my tax return was overdue. They filed an extension for me when I thought you couldn’t do it anymore. Made everything really simple and put it to me in a way I understand 10/10

– Tara Brough

US Global Tax have been a great help to me, and have provided excellent advice & service throughout my time working with them. Highly recommend!

– Joe Coles

I hadn't been sure for quite a while whether I needed to be filing US tax returns. I called US Global, and they were very friendly, and helpful with my situation. Their key contact person was patient, and explained the entire procedure to me. Got everything done very quickly, I'd recommend them to anyone needing US tax assistance.

– Peter Hales

I have been working with us global tax and have been happy with the service i recieve. They are always very friendly and have provided advice and tax returns for my family.

– Theresa Gregory

I have got advice from US Global Tax and I am very pleased with this service

– Chris Harper

Really moved quickly when I had a major deadline. Awesome service.

– Kingi Gilbert

Instant response and no nonsense communication. US Global Tax get it done.

– Simon Hamid

I am pleased with the service I received

– Nancy S

Needed advice on bringing my IRA to NZ. They gave really clear advice and also discovered my returns had been wrong for a while and filed amended for me

– Jamie Sandon

Fast and professional help, highly recommend.

– Will Wallace
by David Tzimenakis · August 18th, 2020

Article – Royal Family US Tax Dilemma

Creating a buzz in the headlines today, is the prospect of Prince Harry and Meghan Markle of the British Royal family, becoming tax residents of the US and specifically California.

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by David Tzimenakis · August 3rd, 2020

Video – Tax & Remote Working

It's becoming increasingly common for migrants to retain their US employment when moving to New Zealand, or vice versa. But, does this create a complicated tax scenario?

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US GLOBAL TAX 8938
by David Tzimenakis · July 20th, 2020

Video – Do I Need to Report my Foreign Trust?

Clients frequently ask us whether their foreign trust needs to be reported to the IRS. In many cases, our clients don't realise that they actually have a trust reporting obligation.

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by David Tzimenakis · July 15th, 2020

US Tax Deadline Today

We would normally be talking about this moment on 15th April, however hidden among the dramatic nature of 2020 is the delayed US tax deadline of 15th July. As part of the relief made available to US citizens due to Covid-19, the ordinary US tax deadline of 15th April was moved to 15th July.

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by David Tzimenakis · June 29th, 2020

Video – IRA Contributions for US Expats

Many of our US citizen clients who now reside in Australia or New Zealand, wish to keep up contributions to IRA accounts in the US. But, there are strict contribution limits to these US based retirement accounts.

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by David Tzimenakis · May 4th, 2020

Video – Investment Losses for US Tax

At the moment, across investments and superannuation accounts, we're all seeing some significant drops. Whilst these will no doubt recover in the long term, what do the losses mean for US taxes and the IRS right now?

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by David Tzimenakis · March 30th, 2020

Video – COVID-19 Summary

Whilst there has been a fairly large amount of news recently, it can be easy to miss some of the lesser discussed tax items.

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by David Tzimenakis · March 18th, 2020

COVID-19 – Tax Deadline Extended

Whilst the current environment is rapidly changing, the IRS today have announced a 90 day extension of time to pay tax for 2019 (usually due by 15th April).

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by David Tzimenakis · March 16th, 2020

US Global Tax – IRS Rev Proc 2020-17 – Video

There have recently been some exciting developments with regards to new IRS regulation on their treatment of Kiwisaver, Australian Superannuation, or most other foreign pension schemes.

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by David Tzimenakis · March 2nd, 2020

Video – Tax Extensions for US Expats

The time of year is upon us, whereby a flurry of extensions need to be filed for many US citizen taxpayers overseas. Fortunately, the IRS allows extensions for most types of returns.

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