SERVICES

Business Planning and Advice
Purchase/Sale of Business and Property
Estate Planning
Financial Reporting
Budgeting/Cash Flow
Assistance with GST Returns
Income Tax
IRD Liaison
Payment of Wages
Payment of Accounts
Computer System Support
Formation of Companies
Company Minutes and Annual Returns
ACC Queries
Working for Families
Benchmark Reporting
Dairy Base Reporting
FBT/RWT/ Non Resident Taxation

 

BUSINESS PLANNING
We like to look ahead even more so than looking back and we can assist in planning your business to optimise performance.

PURCHASE/SALE OF BUSINESS OR PROPERTY
If you are looking at buying a business or rental property, we can offer advice on the price to pay, expected profits, taxation planning and office systems setup.
We will also advise you on what type of entity would suit your situation, whether it is a company, partnership, sole trader or a trust.
Similarly, if you are selling your business or property, we can estimate any taxation that may be payable on the sale and give advice on valuation.
We also assist with the GST aspect of these transactions.

ESTATE PLANNING
We can work with you in conjunction with your family and solicitor to ensure your plans for the future are sound from a taxation point of view and that they are adhered to.
We can assist in the set up and reporting requirements of Trusts.

FINANCIAL REPORTING
We ensure your financial statements are in accordance with Generally Accepted Accounting Practice in New Zealand (NZ GAAP) and that International Financial Reporting Standards (NZIFRS) are applied.
Once these are prepared we endeavour to see you in person to explain these reports and discuss your future plans.

BUDGETING/CASH FLOW
We can work with you to project future profits or bank balances as often required by lending institutions.
Based on these results we can offer helpful advice on decision-making.

GST RETURNS
We can either prepare your GST returns for you or we can show you how to prepare these in the easiest method available to you.
One of us is always available to answer queries concerning GST deductibility of various items.
If you have prepared your own GST return but do not feel confident enough to file the return, we can look over your calculations before you file it.

INCOME TAX
We provide taxation advice and ensure you meet statutory requirements.
We look after filing your tax returns, checking Inland Revenue Department assessments and sending you reminder notices advising you of amounts to be paid when taxation payments are due.

IRD LIASION
We liaise with Inland Revenue Department on your behalf whenever required.

WAGES
We can prepare and pay wages and file with IRD on your behalf or we can assist you in setting up your own systems.
We are always on hand to answer wages queries.

PAYMENT OF ACCOUNTS
We can pay and receive accounts on your behalf.

COMPUTER SYSTEM SUPPORT
We offer assistance in choosing and setting up computer systems for both GST/Accounting systems and for payroll.

FORMATION OF COMPANIES
We can set up your company, including applying for a name. We offer advice on the structure and operation of a company.

COMPANY REQUIREMENTS
We can file on your behalf all company returns with the Companies Office. We can prepare Shareholders and Directors minutes and hold and maintain the Company statutory records.

ACC
We can help you in dealing with ACC queries and we can check that your ACC invoices are correct.

WORKING WITH FAMILIES/FAMILY ASSISTANCE
With the recent changes made by government, if you have children, you may be eligible for a tax credit. Contact us to check your eligibility.

BENCHMARKING
If requested, we can provide benchmarking reports to enable you to compare your business performance to similar businesses within New Zealand and Marlborough.

DAIRY BASE
For our dairy farming clients we can provide benchmark reports to compare your operation with other dairy farms in New Zealand.

OTHER
We also look after your requirements for Fringe Benefit Tax, Resident Withholding Tax, Non-Resident Tax and any other taxation returns.