Sound tax planning and advice will help you organise the best structures to minimise tax liability while always keeping strictly within the requirements of the law. Your CA advisor will review your existing corporate or personal structures and recommend the optimum set-up.

We will stay in touch and always be available to review your tax position, because IRD rules and your personal circumstances will almost inevitably change over time. It’s all part of the CA service.

CA is diligent in preparing tax returns and ensuring they are filed with the Inland Revenue Department. Many years of experience and a working knowledge of the tax system make your CA advisor the ideal person to collate the required information, prepare it within the correct format and ensure any regulatory hurdles are dealt with. CA can liaise and negotiate with the IRD on your behalf.

Many people find tax time stressful – we take the stress away.

If you have a trust, or are thinking of creating one, CA can take care of all the vital compliance issues. This includes administering the trust, preparing accounts, keeping minutes and ensuring the trust is operated to minimise the risk of a legal challenge. CA also provides strategic advice to ensure your trust fulfils the aims you have in mind.

Please note that CA does not act as a Trustee. We will take the role of an expert advisor and ensure your trust is built on solid foundations.

Whether you’re a sole trader, a company owner or a private individual with a range of investments and assets, CA will compile your financial records, account for transactions and ensure information is collated and reported in prescribed formats, to support preparation of your tax return.

Partnerships provide flexibility in business, but they also add some complexity. CA has years of experience in preparing the financial accounts of partnerships with revenue and assets totalling millions of dollars. We will look beyond the raw numbers and ensure all items and actions over the year have been handled in accordance with the partnership agreement.

CA provides a full management accounting service, including GST and FBT returns. A background in the corporate world means senior CA staff understand the issues confronting a business that’s constantly evolving.

We will keep abreast of changes in tax as well as company and financial reporting requirements that could affect your business. We will be pro-active when we spot something you need to know about. And at the end of the financial year, your annual accounts will be produced in a timely and efficient manner.

If you are building wealth and generating income via rental property, it is vital to ensure your assets are held in the optimum structure. As well as preparing the annual accounts for your property business, CA can advise on the most appropriate vehicle for your assets, whether it’s a trust, company or personal holding.

CA is here for your business at every stage of its development – from start-up to sale. We will help you with company formation, advise on shareholdings, assist you with systems, prepare cashflow forecasts, and facilitate your dealings with the banks and specialist advisors if required. That’s in addition to delivering the accounting fundamentals, such as your annual accounts and tax return.

Our goal is to provide you with ongoing advice and service you can trust. With less to worry about, you will be well placed to maximise opportunities.

At some stage you will be looking to make the transition from day-to-day management to a more strategic role as owner, director or investor. You may even be looking to cash up altogether and move to a different phase of life. CA will assist you in making your business ‘market ready’ so it’s an attractive proposition for the next set of partners, owners or shareholders.

As your external advisor, we can provide a strategic viewpoint that might not be apparent to those within the business.

CA helps you add value by injecting expertise in specialist areas where in-house knowledge is lacking. Where traditional accountants steer clear of these wider business issues, we recognise their importance to our clients. It’s all part of building strong financial foundations.