Our Services

We prepare professionally formatted financial statements that clearly reflect your business performance. Whether you're a sole trader, company, or trust, these reports are crafted to meet IRD and banking requirements, and to give you insights that support decision-making.

We handle all aspects of your annual tax return, from gathering records to lodging with IRD. Our goal is to ensure every allowable deduction is claimed and your obligations are met, reducing the risk of penalties and giving you peace of mind.

We also send reminders about tax payment dates so you stay on track and avoid late fees.

We manage your GST from start to finish, including reconciliations, adjustments, and filing. Whether you file monthly, two-monthly, or six-monthly, we ensure your returns are accurate, on time, and fully IRD-compliant.

We send reminders ahead of each GST deadline to help you plan your payments.

We act as your intermediary with IRD, dealing with tax debt arrangements, overdue filings, and formal responses. Our experience helps avoid miscommunication and get outcomes that work for both you and IRD.

We support you through the process of applying for tax relief options, including instalment arrangements, write-offs, and hardship applications. Our goal is to reduce stress and help you stay compliant during tough times.

We ensure your company’s annual return is filed correctly and on time with the Companies Office. We’ll also help maintain your shareholder and director records so your business remains in good standing.

We send reminders each year so you never miss your Companies Office filing deadline.

We help you forecast your tax liabilities and set realistic budgets. This proactive approach ensures you’re never caught off guard by tax bills and can make informed decisions throughout the year.

We also offer guidance on tax-efficient strategies like offsetting mortgages and how to structure your finances as a tax trader to keep more of what you earn.

We provide reminders for provisional tax payments and other key dates based on your plan.

Our cash flow forecasting service uses actuals from your accounting system to create forward-looking projections. This is particularly useful for loan applications, business planning, or just gaining better visibility into future income and expenses.

Trusts have unique reporting requirements. We handle everything from annual financial statements to IR6 filings, ensuring transparency and compliance. We also help with structuring and beneficiary distributions where needed.

Māori Authority Credits require special handling. We prepare and file the necessary documentation with IRD to ensure your credits are processed correctly, whether you're an individual recipient or managing an authority.

We manage all aspects of rental accounting, including long-term lets and Airbnb properties. Our service includes depreciation schedules, expense tracking, and tax optimisation strategies to maximise your property investment returns.

We understand the unique tax rules for not-for-profits and charities. Our service ensures that your organisation remains compliant, meets filing deadlines, and maintains eligibility for tax exemptions and other benefits.

Through our partnership with Tony Gill Limited, we connect you with expert advice on personal insurance—covering private health, life, trauma, TPD, and mortgage/income protection. This ensures you and your family are financially secure no matter what life brings.

We’ll teach you how to use Xero in minutes, or offer a full-service option where we code everything for you. Our golden rule: only business through business accounts—no exceptions.

We help sole traders prepare for maternity leave by pausing GST registration if eligible, estimating lower provisional tax payments, or delaying income tax filings when appropriate. We don’t manage your finances, but we help reduce admin stress while you're away.