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Comprehensive Tax Services
for Every New Zealander

From simple individual returns to complex business tax — expertly handled by IRD registered advisors.

Individual Returns

Individual Tax Returns (IR3)

Filing your individual tax return correctly can make a significant difference to your refund — or your liability. As IRD Registered Tax Agents, we prepare and file your IR3 with precision, ensuring every allowable deduction is captured, every income source is correctly declared, and your return is submitted on time.

Whether you're a salaried employee, contractor, rental property owner, or someone with multiple income streams — we handle it all. We also manage extended filing deadlines available exclusively to registered tax agents, giving you more time and complete peace of mind.

  • Complete IR3 individual tax return preparation & filing
  • Multi-source income declarations (salary, rental, freelance, investments)
  • Claiming all allowable deductions and credits
  • Student loan repayment calculations
  • Working for Families & tax credit assessments
  • Prior year returns and catch-up filings
  • IRD correspondence and query resolution
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Business Tax

Business Tax Advisory & Compliance

Running a business in New Zealand comes with significant tax obligations — from choosing the right structure at the outset to filing accurate annual returns, managing provisional tax, and staying compliant year-round. Our business tax advisory service is designed to take this burden off your plate entirely.

We work with sole traders, partnerships, limited companies and trusts across every industry sector in New Zealand. Our approach goes beyond compliance — we actively look for tax efficiencies and planning opportunities that put more money back in your business.

  • Company (IR4), partnership and sole trader tax returns
  • Provisional tax calculations and scheduling
  • Business structure advice (company vs trust vs sole trader)
  • Year-end accounts preparation and tax reconciliation
  • Fringe Benefit Tax (FBT) compliance
  • Shareholder salary structuring and dividend planning
  • Inland Revenue correspondence management
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GST Registration & Returns

Goods and Services Tax (GST) is compulsory if your turnover exceeds $60,000 per year — but even before that threshold, voluntary registration can provide significant cash flow and tax advantages. Getting your GST right from the start saves you from costly errors and IRD penalties down the line.

We manage every aspect of your GST obligations — from initial registration and setting up your filing frequency, to preparing and filing your periodic returns, managing input tax claims and reconciling your GST account. We also handle GST audits and assist with any IRD GST disputes.

  • GST registration (compulsory and voluntary)
  • Periodic return preparation and filing (monthly, 2-monthly, 6-monthly)
  • Input tax credit claims and reconciliation
  • GST for property transactions (zero-rating rules)
  • GST on imported services
  • GST deregistration
  • GST audit support and IRD query responses
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PAYE & Payroll Setup

If you employ staff in New Zealand, PAYE (Pay As You Earn) obligations are non-negotiable. Errors in PAYE — wrong tax codes, missed employer deductions, incorrect KiwiSaver contributions — can quickly accumulate into significant liabilities with the IRD. We set up and manage your payroll correctly from day one.

We handle everything from registering your business as an employer to calculating deductions, filing employer monthly schedules and ensuring your team's KiwiSaver contributions are correct. Whether you have 1 employee or 100, we scale to your needs.

  • Employer registration with IRD
  • PAYE calculations and deduction schedules
  • Employer Monthly Schedule (EMS) filing
  • KiwiSaver contributions management
  • Student loan and child support deductions
  • Payslip generation and payroll records
  • Year-end employer reconciliation
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Property & Rental Income Tax

Property taxation in New Zealand has become increasingly complex in recent years — with the bright-line test, ring-fencing of rental losses, interest deductibility changes and depreciation rules all requiring careful navigation. Getting your property tax wrong can result in significant IRD penalties and missed savings opportunities.

We advise property investors, landlords and developers on all aspects of NZ property tax — from structuring your investments correctly at the start to maximising your allowable deductions on every rental property return, and managing the tax implications of buying and selling property.

  • Rental income tax return preparation (IR3, IR4)
  • Bright-line test compliance and planning
  • Ring-fencing of rental losses
  • Interest deductibility advice (post-2021 rules)
  • Property depreciation claims
  • GST on commercial and mixed-use property
  • Property structuring advice (company, trust, personal)
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Trust & Estate Taxation

Family trusts remain a popular vehicle for asset protection and estate planning in New Zealand — but they come with specific tax obligations that require specialist knowledge. With IRD's increased focus on trust compliance since 2022, ensuring your trust is structured and reported correctly has never been more important.

We prepare and file trust tax returns (IR6), advise on beneficiary income distributions, manage trustee tax obligations, and ensure your trust remains compliant with IRD's disclosure requirements for closely-held trusts.

  • Trust tax return (IR6) preparation and filing
  • Beneficiary income distributions and tax implications
  • Trustee tax obligations and filing
  • IRD's closely-held trust disclosure requirements
  • Estate administration and tax compliance
  • Trust structure advice (family, discretionary, charitable)
  • Trust resettlement and wind-up tax implications
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IRD Audit Representation

Receiving an IRD audit notice is stressful — but with the right representation, you don't have to face it alone. As IRD Registered Tax Agents, we can act as your authorised representative throughout the audit process, communicating directly with IRD on your behalf and protecting your interests at every stage.

Our audit representation service covers everything from the initial IRD inquiry through to resolution — whether that means defending your filed position, negotiating a revised assessment, or managing shortfall penalties. We bring a calm, expert approach to what can otherwise be an overwhelming process.

  • Authorised IRD audit representation
  • Review and preparation of audit documentation
  • Direct IRD correspondence and negotiations
  • Shortfall penalty mitigation
  • Voluntary disclosures (reducing penalties)
  • Disputes process support (Notice of Response, Statement of Position)
  • Tax Court representation support
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Overdue Tax Returns & Debt Management

Falling behind on tax returns happens — and it happens to more New Zealanders than you might think. The important thing is not to let the situation compound. The sooner you take action, the better the outcome. Late returns attract penalties and interest that grow quickly, but there are solutions available.

We specialise in helping clients who are one, two or even more years behind on their tax obligations. We prepare all outstanding returns, communicate with IRD on your behalf, and negotiate payment arrangements or penalty remissions where possible — getting you back on track with a clean slate.

  • Multi-year catch-up return preparation and filing
  • IRD penalty and interest assessment
  • Penalty remission applications
  • IRD instalment payment arrangements
  • Tax debt negotiation and resolution
  • Voluntary disclosure for reduced penalties
  • Ongoing compliance setup to prevent future issues
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Tax Planning & Structuring

Proactive tax planning is one of the highest-value services we offer — and one of the most underutilised by New Zealand businesses and investors. The difference between good tax planning and reactive compliance can be tens of thousands of dollars in legally saved tax every year.

We work with clients throughout the year — not just at tax time — to identify structuring opportunities, time income and deductions strategically, and ensure your business and investment activities are structured for optimal tax efficiency. This is legitimate, ethical tax minimisation using every tool the NZ tax system provides.

  • Year-round proactive tax planning reviews
  • Business entity structuring (company vs trust vs partnership)
  • Income splitting and distribution strategies
  • Timing of income and deductions
  • Succession and exit planning tax advice
  • Shareholder loan account management
  • Investment structure optimisation
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Migration Tax Support

Moving to New Zealand brings exciting opportunities — but it also triggers a range of tax obligations that can be confusing for new arrivals. From establishing your NZ tax residency to understanding your obligation to declare overseas income, the first year in New Zealand is particularly important to get right.

We specialise in supporting migrants, temporary visa holders and new permanent residents through their NZ tax onboarding journey. We explain everything in clear, accessible language, help you understand your transitional tax exemptions, and ensure your first NZ tax return accurately reflects your situation.

  • NZ tax residency determination and planning
  • Transitional tax resident exemption (4-year window)
  • Overseas income declaration and foreign tax credits
  • IRD number registration and myIR setup
  • First NZ tax return preparation (IR3)
  • KiwiSaver enrolment and contribution advice
  • Ongoing NZ tax compliance support for migrants
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