Business Advisory Services:

  • Preparation of annual accounts and financial statements for sole traders, partnerships, trusts and companies, LTC’s and rental properties
  • Tax returns preparation and tax advice, tax forecasting
  • Preparation cash flow statements, budgets and financial projections
  • Business and ownership structures
  • Company formations and company statutory maintenance
  • Asset planning, structuring and asset protection
  • Employment advice


  • Tax planning and tax structuring
  • Assisting with IRD Audits
  • Domestic and international tax advice
  • Preparation and filing of various tax returns
  • IRD Payment arrangements and interest and penalties write offs
  • Provisional tax planning
  • Tax residency


  • Implementation of Xero accounting software and training
  • Payroll Services
  • Wages calculations and completing and filing the PAYE returns
  • Reconciling the bank accounts
  • Collating the year end records
  • Completing and filing GST returns
  • Completing and filing FBT returns
  • Maintenance of fixed asset register


  • Advice on the best kind of trust for you and structures/ownerships
  • Advice on forming a Trust
  • Preparing Trust financial reports and tax returns
  • Advice on gifting

Add and advisor and watch the zeros grow