US Tax Professionals Ltd.NZ

What US Tax Professionals Ltd.NZ does

US Tax Professionals Limited (trading as US Tax Pros, ustaxpros.co.nz) is a New Zealand-incorporated private limited company founded in 2020 by US expat Jason Ferrone, headquartered in Hillcrest, Auckland. The firm provides US federal tax preparation and advisory services exclusively to US citizens residing abroad, with a primary focus on expats in New Zealand and a secondary focus on expats in Australia. Its service portfolio is anchored on annual Form 1040 preparation, FBAR/FATCA reporting, and Foreign Tax Credit / FEIE optimization, and extends into specialized compliance work — the IRS Streamlined Filing Procedure for non-compliant expats and the Former Citizen Relief Package for individuals who have renounced US citizenship. Pricing is structured as transparent flat-fee tiers: Basic Package from NZD 1,000, Professional Package from NZD 1,800, and Corporate Package from NZD 2,500, with Streamlined Filing starting at NZD 2,000.

Underlying technology consists of a cloud-based tax preparation workflow with a documented multi-point internal review system, Xero accounting software integration for client financial data ingestion, and a secure online document portal for client uploads. Lead generation and conversion are supported by a self-serve 9-question Instant Estimate Survey and a free 15-minute consultation step, with the firm holding authorized IRS e-file provider status and Xero Certified Advisor credentials. The team comprises six professionals including a dual-qualified CPA (US) and CA (NZ) lead accountant, an operations manager, and the founder. Distribution is predominantly digital and remote, with scheduled in-person consultations offered in Auckland and periodic visits to Gold Coast and Brisbane, Australia. The firm is founder-owned, has no disclosed institutional funding, no subsidiaries, and operates as a professional services practice with annual filing-season revenue mechanics.

Name

US Tax Professionals Ltd.NZ

Legal name

US Tax Professionals Limited

Website

https://ustaxpros.co.nz

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

US Tax Professionals Ltd.NZ is an Auckland-based tax preparation and advisory firm founded in 2020 that prepares US federal tax returns, FBAR/FATCA filings, and Streamlined/Former Citizen catch-up compliance for American expatriates residing in New Zealand and Australia.

Ownership category

akta.pro rank

Product category

US Expat Tax Preparation Services

NAICS

Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Legal Services (8111)

akta.pro industry

PRIMARYBPAHABAI

Transfer Pricing & International Tax Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYFSAAAOAM

Tax Services (Withholding, Reclaims, FATCA/CRS)

Financial & Insurance/Asset & Wealth Management/Custody, Depositary & Asset Servicing (Custody, Corporate Actions, Securities Lending)

Keywords

• US expat tax services
• Cross-border tax filing
• FBAR FATCA compliance
• Streamlined filing procedures
• Expat tax advisory

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Tax Preparation Services - Basic Package: Individual income tax return filing (Form 1040 + FBAR) for simple filing situations. Includes Federal Tax Return and FBAR/FATCA Forms as needed.
2. Tax Preparation Services - Professional Package: Basic Package plus Schedule C (1 Business), Schedule E (1 Property), or Form 5471 (Foreign Corporation Informational Return). For clients with more complex tax situations.
3. Tax Preparation Services - Corporate Package: Professional Package plus additional corporate/business forms. For business owners with multiple business interests.
4. Streamlined Filing Procedure: Penalty-free catch-up filing program for expats who missed US tax filings. Includes 3 years of Form 1040 and 6 years of FBAR preparation.
5. Former Citizen Relief Package: Flat-fee package for renounced US citizens qualifying for IRS Relief Procedures. Includes 6 years of returns, FBARs, Form 8854, and all supporting schedules.
6. Tax Consulting/Advisory: Strategic tax planning and advisory services including tax residency calculations, treaty analysis, and compliance consulting.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

US Tax Professionals Ltd.NZ is a New Zealand-based tax preparation and advisory firm that files US federal tax returns and related international forms (FBAR, FATCA, Form 5471, Form 8854) for US citizens residing abroad, primarily in New Zealand and Australia. The firm provides annual personal and business tax return preparation, streamlined catch-up filings for non-compliant expats, renunciation and IRS Relief Procedures assistance for former citizens, and ongoing tax consulting, delivered through structured flat-fee service packages.

Product overview

US Tax Pros is a New Zealand-based tax preparation and advisory service for US citizens living abroad (primarily in New Zealand and Australia). The company offers a portfolio of service packages anchored by core tax return preparation services (Personal Tax Returns, Business Tax Returns, Tax Consulting, Renunciation Services), supported by structured pricing tiers (Basic Package, Professional Package, Corporate Package) that add progressively more form coverage. Specialized compliance offerings include the Streamlined Filing Procedure for missed returns and the Former Citizen Relief Package for renounced citizens. Interactive tools include a Tax Residency Calculator (Substantial Presence Test) and Instant Estimate Survey. All packages include Federal Tax Return and FBAR/FATCA forms as needed.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Tax Returns US federal personal income tax return preparation and filing service for US citizens living abroad, covering Form 1040, FBAR, FATCA forms, and Foreign Tax Credit (Form 1116) or Foreign Earned Income Exclusion (Form 2555) optimization.
• Business Tax Returns US business tax return preparation for expat entrepreneurs and business owners living abroad, including Schedule C self-employment, Schedule E rental property, Form 5471 foreign corporation reporting, treaty reviews, and FATCA compliance.
• Tax Consulting Strategic US tax advisory for expats covering deductions, compliance planning, filing procedures, tax residency determination, treaty analysis, and direct IRS interaction support.
• Streamlined Tax Filing Penalty-free catch-up filing service for US expats who missed prior years of US tax filings, covering 3 years of Form 1040 and 6 years of FBAR under the IRS Streamlined Filing Procedure for non-willful non-compliance.
• Renunciation Services Tax compliance assistance for individuals who have renounced or relinquished US citizenship, covering the IRS Relief Procedures for Certain Former Citizens, Form 8854 Expatriation Information Statement, 6 years of returns and FBARs, and supporting schedules with optional add-ons for state returns, PFIC forms, and Foreign Trust forms.

Quantifiable outcome

• Most expats owe $0 in US taxes after filing correctly
• +2 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• IRS (Internal Revenue Service)coreTechnology or IntegrationAuthorized IRS e-file provider enabling electronic submission of tax returns directly to the IRS. This partnership allows the firm to file client returns electronically, resulting in faster processing and refund delivery.
• XerocoreTechnology or IntegrationXero Certified Advisor partnership enabling integration with Xero cloud accounting software for client financial data. Firm can work with client accounting data for accurate tax preparation.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• H&R Block Expat Tax Services: H&R Block is a major US tax preparation company that offers a dedicated expat tax services line. Comparable in end-customer service (US tax filing for expats) but operates as part of a much broader consumer tax portfolio with greater scale and brand recognition.
• TurboTax / Intuit: TurboTax is the dominant US DIY tax preparation platform. While it has limited expat-specific offerings, it represents a competitive threat at the lower-complexity end of US Tax Pros' Basic Package customers.
• KPMG International (Expat Tax Services): KPMG and other Big 4 firms offer expatriate tax services for corporate-assigned expats and high-net-worth individuals. Comparable service category but targets enterprise/assignee segments rather than individual expats seeking personalized service.

Direct peers

• Greenback Expat Tax Services: Greenback is a US expat tax specialty firm focused exclusively on US citizens living abroad. Highly comparable in positioning, customer profile (expat individuals and business owners), and service offerings including streamlined procedures.
• Bright!Tax: Bright!Tax is a leading US expat tax preparation firm specializing in US tax compliance for Americans living abroad, with a similar niche focus on FBAR, FATCA, FEIE, and complex international forms. Directly comparable in customer profile, service offerings, and revenue model to US Tax Pros.
• 1040Abroad: 1040Abroad is a US expat tax preparation service providing Form 1040, FBAR, and streamlined filing for Americans overseas. Comparable service breadth, customer base, and recurring annual compliance model.
• Taxes for Expats (TFX): Taxes for Expats is a US expat tax firm serving Americans overseas, offering tax preparation, FBAR filing, and streamlined procedures. Closely mirrors US Tax Pros' service portfolio and target audience of US citizens abroad.
• MyExpatTaxes: MyExpatTaxes is a software-driven US expat tax filing platform offering affordable Form 1040 and FBAR preparation for Americans abroad. Directly competes for the same customer segment with a more technology-led, lower-cost delivery model.

Others

• Xero: Xero is a cloud accounting platform of which US Tax Pros is a Certified Advisor. Relevant as a technology partner and ecosystem enabler that supports US Tax Pros' preparation workflow, but does not directly compete in tax preparation services.

Regional players

• Expatfile: Expatfile is a NZ-based US tax preparation firm serving Americans in New Zealand and Australia. Comparable to US Tax Pros in geography and customer base, operating as a direct competitor in the NZ/Australian expat market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Instagraminstagram.com/ustaxpros.nz
• LinkedInlinkedin.com/company/us-tax-professionals-ltd-nz

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about US Tax Professionals Ltd.NZ