The US Tax Team New Zealand Ltd.

We've worked with David a couple of times now for US tax help while living in NZ, and we couldn’t be happier. He’s knowledgeable, approachable, and took the time to explain everything clearly. As an international family, we had lots of questions, but David made sure we understood both US and NZ tax obligations. He tailored his advice to our specific situation, which was a huge relief. Plus, he gave us valuable tips on tax planning for the future that we hadn’t thought of. David truly cares about his clients and makes navigating international taxes feel much less overwhelming. We highly recommend him and the US Tax Team New Zealand!

I have been putting off getting advice for quite a while, and it’s partially because I don’t really understand any of my obligations to the IRS. I’m also not a financial person and this whole process intimates me. But oh my goodness, David gave the most clear, understandable us tax advice I could have imagined. He explained things to me in a way I could understand, and even complex issues he seemed to be able to discuss without hesitation. I feel so much better now and am so glad I found this company!

Tax is just no fun. But it's great to have The US Tax Team to let you know where you stand and take care of it for you. These guys know their stuff. They are responsive and communicative. Highly recommend if you have a foot in the USA and the other in NZ.

David was amazing to deal with regarding our request for tax advice as a joint US/NZ couple. David had read our preparation material and quickly worked through his advice. He was clear and easy to understand, even with complex subjects. We were very satisfied with the advice we got from him.

10/10 for customer service and clear tax advice. Our communication setting up a meeting was fast and easy. David is very knowledgeable and was able to help me with estate planning and explain various US/NZ tax implications. Highly recommended in all regards

We are relocating to the US in a few months and decided to reach out to this team to ensure everything went smoothly. Initially, I was skeptical about whether the cost would be worth it. However, I am delighted to share that the experience exceeded my expectations. David's expertise in distilling and conveying critical information for our move was outstanding. His advice potentially saved us tens of thousands of dollars by navigating US foreign trust laws, and I estimate that, thanks to his guidance, we will enjoy an additional $6,000 to $12,000 annually in retirement savings when we return to New Zealand. These two major insights were the showstoppers, but there were numerous other smaller pieces of advice that will make our transition to and from the US much easier. All of this was accomplished in just a 30-minute meeting. David is incredibly easy to talk to, and I genuinely wish we had more time with him. Despite his packed schedule and being booked out for the next few months, he managed to fit us in, for which we are immensely grateful.

We are newly arrived American immigrants to NZ and an initial 30minute consultation with David has already saved us many thousands of dollars in avoided mistakes and miss-able opportunities. We HIGHLY recommend him!