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, put in place strategies to help you save tax and improve your wealth, with emphasis on planning 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. We ensure you know what to pay and when, so you can plan accordingly, whilst ensuring you benefit from genuine tax relief.

With the increasing efforts of the 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. This reduces the risk of an IRD review, also ensures you meet filing deadlines, and avoid incurring penalties.

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

Our three-tier business plan systems offer the right expertise, experience, and advice for a business at any level of operation. If you have any questions, feel free to get in touch with us today.



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Essentials

Business owners with up to $500k turnover with limited admin support
$ 400 Monthly +GST

Monthly Add-ons:

Company Secretarial $40 + GST

Xero from $31 + GST

Dividend Preparation $40 + GST

Xero Training $150 + GST (per hour)

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Growth

Business owners looking to understand how their business is performing
$ 1,000 Monthly +GST

Monthly Add-ons:

Company Secretarial $40 + GST

Xero from $66 + GST

Dividend Preparation $40 + GST

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Accelerator

Business owners looking to accelerate growth in their business
$ 3,500 Monthly +GST
  • Monthly Management Reports
  • Monthly Advisory Board Meetings
  • Annual Financial Statements
  • Financial Health Check
  • GST Returns
  • Income Tax Returns
  • Free Year-round Phone Support
  • Unlimited Xero Training & Support
  • Financial Forecasts - Profit/Loss
  • Rolling 90-Day Cash Flow Forecasts
  • 90-Day Action Plans
  • Annual Strategic Review
  • Benchmarking
  • Structure & Funding Review

Monthly Add-ons:

Company Secretarial $40 + GST

Xero from $66 + GST

Dividend Preparation $40 + GST

Trusted and experienced experts helping you grow your business.

Call us on 07 579 5011

Our latest articles



A few of our latest articles and informative news posts. Read about industry stories of success, extensive plan information, and helpful resources for a growing business.