Our Services

  • ACC administration and advice
  • Annual Accounts and Tax Returns
    - Companies
    - Individuals
    - Partnerships
    - Rentals
    - Sole Traders
    - Trusts
  • Company Administration and advice, including Company Formation
  • Financial Budgeting and Cashflow Reports
  • Processing FBT Returns
  • Processing of Payroll and wages
  • Trust management and administration
  • Interim Accounts
  • Taxation Advice
    - Advice and Applications for Special Tax Codes
    - GST preparation – monthly – 2 monthly – 6 monthly
    - GST, PAYE and IRD number application
    - Income tax planning
    - Liaison with the IRD for all tax matters
    - Provisional Tax advice
    - RWT Returns
    - Terminal Tax advice
  • Advice on buying and selling business
  • Advice on small business systems, procedures and software packages

We do not do audit and assurance engagement work.

We offer a complimentary first meeting.
Please bring the following to your first meeting.
At the first meeting the following information would be helpful, but please also bring any other relevant business and personal information.

  • Contact details for yourself, partners and other relevant professionals (i.e. your lawyer and bank manager)
  • IRD numbers
  • Outline of what you are expecting from us
  • List of queries, problems and issues
  • Previous and current year financial information
  • Prior years Financial Statements and Tax Return/s, if applicable
  • Details of Financial investments, including investments in other entities and companies.
  • Family Trust details, if applicable
  • Business plans and Budgets, if applicable