TAX RETURN

Individual Tax Return

Whether you are a salary/wage earner, working as a sole trader/contractor, have rental properties or have a trust, it is very important that get your taxes done annually. We will work with you to ensure your personal tax situation is sorted.

Individual Accounting and Tax

• Guidance on a setting up a sole trader business
• Ensuring that you understand all the accounting and tax elements of business in simple non-accounting speak
• Ensuring that your sole trader accounting and tax are done accurately and on time
• Reminders on Provisional Tax and Terminal Tax due dates and amounts
• Ensure that everything is filed on time, so you avoid costly and unnecessary IRD penalties and interest

IRD Tax Refunds

• Ensuring that all applicable tax credits are applied for.
• Ensuring that all possible claimable expenses are claimed
• Ensuring that income is accounted for in the correct financial year
• Tax return preparation and filing on your behalf. All you have to do is review and sign

Business Tax Returns

GST | Income Tax | Other Taxes

• Prepare and file GST returns on your behalf
• Prepare and file Business and Personal Income Tax returns on your behalf
• Prepare Annual Financial Statements
• Prepare ad-hoc Financial Statements as and when needed
• Prepare regular Management Accounts and Board Packs
• Advise you of your tax obligations and tax due dates
• Regular reminders on provision of GST and accounting information
• Reminders on Provisional Tax and Terminal Tax due dates and amounts
• Ensure that everything is filed on time so you avoid costly and unnecessary IRD penalties and interest

Other Taxes & Compliance

• Prepare and file FBT Returns on your behalf
• Advise you of your Student Loan obligations and due dates
• Annual Companies Office Return prepared and filed on your behalf
• Dividend Statements prepared according to your company constitution
• Help you with due diligence on mergers and acquisitions
• Any other taxes that you need help with

Investment Property Tax Return

Getting the maximum value out of your investment property is crucial. We specialise in property accounting so you can get the best return on your investment. Whether you are starting out, have an existing rental investment property or are operating an Air BnB, you need to talk to us about our investment property accounting and tax solutions.

• Guidance on setting up the right property structure for you, your family or your business
• Guidance on a comprehensive list of claimable expenses based on your specific situation
• Ensuring that all possible claimable expenses are claimed including using the maximum possible allowable depreciation deductions
• Ensuring that income is accounted for in the correct financial year
• Property Accounting solutions include personal tax returns for owners, partners and shareholders
• Customised solutions – fee is based on the number of properties and your specific situation
• Streamlined ways to share rental property information with us
• Full set of Financial Statements for your properties so you know how they are performing
• Tax return preparation and filing on your behalf. All you have to do is review and sign
• Reminders on Provisional Tax and Terminal Tax due dates and amounts
• Ensure that everything is filed on time, so you avoid costly and unnecessary IRD penalties and interest

Trust Tax Return

If you have a family trust or a trading trust, you will need to submit a trust tax return to the IRD. We specialise in Trust Tax Returns.

• Full set of Financial Statements for your properties so you know how they are performing
• Tax return preparation and filing on your behalf. All you have to do is review and sign
• Preparing trust beneficiary minutes
• Preparing trust minutes
• Ensuring that all possible claimable expenses are claimed including using the maximum possible allowable depreciation deductions
• Ensuring that income is accounted for in the correct financial year
• Trust Accounting & Tax Return solutions include personal tax returns for owners, partners and shareholders
• Customised solutions – fee is based on the number of properties and your specific situation
• Streamlined ways to share trust information with us
• Reminders on Provisional Tax and Terminal Tax due dates and amounts
• Ensure that everything is filed on time, so you avoid costly and unnecessary IRD penalties and interest