Our Services

Taxation Specific Compliance

• Tax Health Checks
• Advice on Income Tax and GST
• Advice on minimising Tax
• Full Tax Planning Services
• Tax Opinions
• Tax Return Preparation: Personal, Partnership, Corporate, Estate and Trust
• Goods & Services Tax
• Fringe Benefit Tax
• Resident Withholding Tax
• Payment of PAYE
• IRD Risk Reviews, Audits and Investigations
• Preparation or review of all Self-Compliance Tax Forms for lodgement with the IRD
• IRD Liaison

Other Compliance

• Compilation of Financial Statements for Companies, Individuals, Partnerships, Joint Ventures, Trusts and Retirement Villages (IFRS Reporting)
• Management of the Shareholder and Director exposure together with maintenance of Statutory Minute Books and Directors' & Shareholders' Resolutions
• Preparation of other Statutory Returns

Setting Up and Maintaining Records

• Internal Accounting System Design, Procedures and Implementation
• Computer Use for Practical Business Applications
• Effective Structuring of Balance Sheets
• Spreadsheet Modelling

Reports

• Independent Monthly Report for Board Meetings
• Preparation of Management Financial Reports

Advice and Assistance

• Costing and Pricing Advice
• Eliminating the time and effort spent learning and complying with IRD record keeping requirements
• Administration Systems Advice
• Assessment of Business Health and Performance

Managing Your Cash

• Cash Management Planning, Projections and Cash Flows
• Billings, Collections and Disbursements
• Internal Procedures, Controls and Collections

Raising Capital

• Bank Financing
• Alternative Financing
• Refinancing Arrangement Assistance
• Financing Applications and Sourcing of Funds
• Bank Negotiations
• Advice on Different Forms of Borrowing

Payroll Services

• Eliminating the weekly payroll processing workload
• Eliminating the time and effort spent learning and complying with IRD record keeping requirements
• Reducing the unexpected costs of maintaining computer software and hardware to process your payroll
• Providing advice on setting up and maintaining Kiwi Saver obligations

• Evaluating Your Performance
• Maximising Your Profits / Added Value Assistance
• Risk Management

Company Incorporation / Corporate Governance

• Forming Companies
• Assistance with Company Structures
• Preparation of Shareholder Agreements

Family Businesses

• Succession Planning - Transferring Assets smoothly with maximum financial reward
• Conflict resolution
• Governance

Business Valuations and Transaction Support

• Business Acquisitions/Mergers
• Business Sales
• Matrimonial Disputes
• Financing Requirements
• Buy out of Fellow Shareholders
• Divestments
• Tax Implications of Buy-Sell Agreements and other Contractual Agreements

Other

• Lease Negotiations and Reviews