Personal

We can provide the full range of accounting and tax services that you may need as an individual.

Asset/Wealth protection – we can suggest ways to structure your financial affairs to safeguard your wealth.

Family assistance – More families qualify for family assistance tax credits than ever before. Let us check if you are getting everything you are entitled to. We can even apply for previous years you may have missed out on.

Gifting – any mistakes made with gifting can be very costly. We can give you peace of mind and ensure your gifting and the required documentation is all taken care of.

Child support – Are you going through an administrative review, got behind with your child support payments or received an assessment you just don’t understand? Dealing with Child Support issues can be very stressful. We can liaise with Inland Revenue on your behalf or explain your assessment in simple terms.

Student loans – resident/non resident assessments, interim assessments, interest write offs can be difficult to understand. We ensure your assessment is correct, payments are made on time and explain simply, all your student loan questions.

Rebate claims – If you provide us your receipts/information we will make sure you get the refund you. This includes donations, childcare and housekeeper rebates.

Redundancy rebates – Have you received a redundancy payment on or after 1 December 2006? Let us check if you qualify for the redundancy rebate (up to $3,600.00).

Tax returns & compliance – We will ensure your returns and payments are filed and made on time to avoid any penalties and interest charged by Inland Revenue. We will maximise your refund or minimise your tax payable.

IRD debt management – Inland Revenue has noticed that more people/businesses are getting behind with their tax payments. Debt with Inland Revenue can quickly escalate out of control and result in large penalties and interest charges and possible legal action being taken against you. We can take the stress out of the situation and negotiate with Inland Revenue on your behalf. This can include instalment arrangements, and partial/full write offs of tax.