Our Services

Tax Compliance & Planning

We believe that tax compliance is one of the most important areas of our work and is fundamental to both businesses and individuals. The tax compliance process leads the way for us to deliver planning opportunities to put in place strategies to help you save tax and improve your wealth, with our emphasis on planning ahead for your future.

We offer a proactive and efficient tax compliance and tax return service. We do a thorough review of your tax affairs to ensure nothing is missed. Our intention is to ensure your affairs are accurate and you pay the correct amount of tax due so you can plan accordingly, whilst ensuring you benefit from the genuine tax reliefs available to you and minimise what you do pay.

With increasing efforts of IRD to collect as much tax as possible, it is important to ensure that you are being compliant and your tax affairs are correctly disclosed, to reduce the risk of enquiry and also to ensure you avoid penalties and meet filing deadlines.

Our tax advice will help you plan your personal affairs and structure your business to minimise all tax liabilities.

Speak to us about your tax affairs.

Our Business Plans Overview

SERVICES & PLANSEssentialsGrowthAccelerator
Annual Accounts
Financial Health Check
GST Returns
OptionalOptional
Tax Management
Financial Forecasts-
Management Reports2 Monthly2 MonthlyMonthly
Advisory Board Meetings2 per year6 per year12 per year
90 Day Action Plans-
Phone & Email SupportUnlimitedUnlimitedUnlimited
Xero SupportUnlimitedUnlimitedUnlimited
Suitable forBusiness owners with up to $500k turnover with limited Admin supportBusiness owners looking to keep on top of their affairs and understand how their business is performingBusiness owners looking to accelerate growth in their business
Monthly Fees (Plus GST)$400$1,500$3,000
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