New Zealand based Chartered Accountants specialising in U.S. and NZ Tax Returns
Meet Sharon Cohen - Director
At The Knowledge Box Limited, we specialise in providing expert tax solutions with a focus on U.S. and New Zealand tax compliance. Established in 2012 by Sharon Cohen, our firm specialises in navigating the complexities of cross-border tax issues. Our firm is Auckland-based, operating remotely.
Sharon is a Chartered Accountant and Enrolled Agent with comprehensive experience in both the U.S. and New Zealand tax systems. Sharon holds a Bachelor of Business (Accounting) and a Master of Business (Taxation) with First Class Honours.
Whether you are an expatriate, business owner, professional service firm adviser, or dealing with complex tax matters, we are here to assist you.
U.S. Tax Services
We assist individuals living in New Zealand with their U.S. tax compliance needs, including:
- Preparing federal income tax returns for U.S. citizens, green card holders, and non-resident aliens.
- Preparing information returns for foreign companies and/or foreign trusts.
- Assisting individuals with filing their tax returns through the IRS Streamlined Filing Compliance Procedures to help them become current with their tax obligations.
- Assisting with drafting letters to the IRS in response to received notices and letters.
- Tax planning for those migrating from the U.S. to New Zealand, or vice-versa.
- Offering guidance to transitional tax residents in New Zealand during their four-year temporary exemption period.
- Advising individuals considering renouncing their U.S. citizenship.
Helping Professional Service Firms
If you are an accountant, lawyer, financial adviser, or other professional service provider with questions about U.S. tax issues concerning individuals, feel free to reach out.
Some issues that may require advice for U.S. individuals are:
- Sale of the primary residence
- Inherited Retirement Accounts
- Establishing a family trust in New Zealand
- Tax implications for certain types of shares and foreign managed funds.
- Tax implications of KiwiSaver Schemes.
- Establishing a business structure in New Zealand.
New Zealand Accounting and Tax Services
Our services include:
- Preparing annual accounts and tax returns for individuals and for all types of entities.
- Assessing New Zealand residency status for tax purposes.
- Advising remote workers of their cross-border tax obligations.
- Providing guidance on the taxation of overseas investments, including the Foreign Investment Fund (FIF) regime.