When the books have been closed properly every month, year-end is a formality. We prepare the annual accounts and tax returns for each company, trust, partnership and individual in your group, file them with IRD and tell you what is owed and when.

What is included

• Annual financial statements for each entity
• Tax returns prepared and filed for every entity
• Asset register and depreciation
• Shareholder and inter-company balances agreed
• Tax payments planned and provisioned through the year
• Companies Office annual returns

What you receive

A short note per entity: what the business earned, what tax is payable or refundable, what has already been paid, and the dates any balance falls due. No jargon, no surprises.

Working as your tax agent

Being linked as your tax agent gives you extra time to file and puts us in the loop on everything IRD sends, so nothing is missed and nothing lands on your desk unexpectedly.

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