Instant Estimate

Fill out the following questions to get an estimate of what it would cost to use our team. If you qualify you can book a Free 15-minute consultation.

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Are you a US Citizen?*

Yes

No

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Are you self-employed?*

Yes

No

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Do you or have you owned more than 10% of a foreign business entity?*

Yes

No

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Did you sell stocks, assets, or virtual currency?*

Yes

No

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Do you have a non-US based investment portfolio with a value over $25,000 USD?* (not including KiwiSaver)*

Yes

No

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Do you own rental property?*

Yes

No

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How many properties?

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Are you a trustee, beneficiary or settlor of a trust domiciled outside of the US?*

Yes

No

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Did you receive any gifts in excess of $100,000 USD?*

Yes

No

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Do you require an FBAR filing / Is the aggregate total of your foreign financial assets greater than 10,000 USD?*

Yes

No

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Do you own foreign financial assets in excess of $50,000 USD?*

Yes

No

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Have you filed a US Tax Return?*

Yes

No, I have never filed before

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What year?*

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Email*

(Where would you like us to send the estimate?)

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Name*

First Last

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Phone

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Total

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