OUR SERVICES
IN DETAIL

Accurate individual and company tax return preparation and filing with IRD, ensuring full compliance and maximum deductions.

Year-round strategic tax planning to structure your affairs efficiently and reduce your overall tax liability legally.

Specialist tax returns for companies, trusts, partnerships, and look-through companies (LTCs) across all entity structures.

Property-specific tax advice including bright-line test, interest deductibility, and depreciation optimisation for investors.

GST return preparation and filing (monthly, bi-monthly, or 6-monthly), along with advice on the right accounting basis for your business.

Accurate FBT calculations and returns for employee vehicles, low-interest loans, and other non-cash benefits provided to staff.

Annual return filing, company administration, and director obligation management to keep your company in good standing.

Proactive deadline management — we track all your filing dates and alert you in advance so nothing is missed.

Company structuring, entity selection, registration with IRD and Companies Office, and a financial foundation built for growth from day one.

Forward-looking financial models to manage cash flow, plan capital expenditure, and ensure your business never runs short of working capital.

Financial due diligence, business valuations, and deal-structuring advice when buying or selling a business.

Professional financials, projections, and business plans to support bank lending, investor funding, and grant applications.

Full preparation of profit & loss statements, balance sheets, and cash flow statements in line with NZ GAAP standards — audit-ready and bank-ready.

Meaningful management accounts with plain-English commentary so you understand exactly what the numbers mean for your business going forward.

Preparation of director's reports and annual return filing with the Companies Office — keeping your company fully compliant every year.

Comprehensive audit preparation including working paper packs, reconciliations, and direct coordination with your appointed auditors to streamline the process.

Full company incorporation with the New Zealand Companies Office — name reservation, constitution preparation, director and shareholder setup, and share structure.

Expert guidance on the most tax-effective structure for your situation — sole trader, partnership, limited company, LTC, or family trust — and what each means for your liability and tax position.

Income tax and PAYE registration with IRD, plus GST registration if your turnover meets the threshold or voluntary registration is beneficial for your business.

Bank account setup assistance, Xero implementation, compliance calendar configuration, and a start-up advisory session — everything you need to begin operating cleanly from day one.

Independent valuations for buyers and sellers — ensuring you enter negotiations with a clear, evidence-based understanding of fair market value and avoid leaving money on the table.

Valuations designed to support ownership transitions — whether passing the business to family, a management buyout, or a third-party sale — with tax-effective structuring advice included.

Expert valuations for relationship property settlements, shareholder disputes, and legal proceedings — prepared to a standard that holds up in mediation or court.

Valuations for insurance coverage purposes, bank finance applications, and financial reporting requirements — accurate, timely, and prepared to the standard your stakeholders expect.