Specialist in Online Chartered Accounting Services for
: 
 
Wellington based Consultants & Contractors
.. in IT, Film, Medical & Corporate Roles 

Providing a professional one-on-one 
NZ tax compliance service,
 via
 100% cloud based
 
tools for freelancers & contractors, including any investment/secondary income compliance needs
.   
Find more about me on LinkedIn.   
Please don't hesitate to contact me for a free no obligation chat anytime.

     
    E-mail or call me anytime for a no obligation query or quote:
          
                       email:   matt@microtax.co.nz 
          
    mobile/text:   027 4707800    landline:   +64 4 889 2027      
     
    Monthly* Fixed Fee Packages (ex GST):  


    >     Freelancer / Consultant     from $95
            (ie. Individual with multiple clients at a time based at own or home "primary workplace")
    • incl'g as below, plus Xero subs (as req'd)
    • Discount rates: Non-GST Reg'd or <$60k inc: $69 / or both: $59 

    >     Single Client Contractor     from $75
            (ie. Single NZ client at a time and "primary workplace" at client's location)
    • incl'g as below, plus custom invoicing template
    • Discount rates: Non-GST Reg'd or <$60k inc: $59 / or both: $49  
     
    >     Agency / Film (W/h Tax) Contractor     from $59
            (ie. Nil provisional tax due to w/h tax deductions, no invoicing req'd and basic exps)
    • incl'g receipt capture app subscription and,
    • custom Google Drive tax calc's & forecasting template
    • Discount rates: Non-GST reg'd or <$60k inc: $49 / or both: $39

    Existing clients only:

    >     Small Trading / Group Business     from $125
          (ie. Selling products or multiple owners/freelancers and/or with staff/subcontractors)
    • incl'g as below, plus Xero subs (as req'd)
    • Discount rates: Nil staff/subs/investors: $109 
    • .. <$10k stock rules or Non-GST reg'd or <$60k inc: -$10 each
    • .. ie. all of above: $79



    Packages include: 

    • SETUP & ONGOING ASSISTANCE via phone, email, text or video call
    • TAX AGENCY extension of filing due dates and liaising with IRD & ACC on your behalf 
    • ANNUAL ACCOUNTS preparation incl'g Companies Act & Trust Law requirements (as applicable)
    • DRAFTING and/or FILING all tax types returns on your behalf
    • TAX PAYMENT REMINDERS & planner
    • PROACTIVE advice re relevant new tax/compliance risks & law changes
    • Not Included: IRD Audit compliance.  Refer options below



    Other Fixed Fee Rates:   (all amounts p/mth & excl'g GST)

    • Residential Rental / BNB Income  as per Agency Contractor rates (per property).  
    • Minimum Rate  from $29 +gst p/mth or $395 incl'g GST as a single fee pa
      • ie. PAYE, basic passive investments or non-tax/nil company/trust accounts
      • From min $45 for <$20k income GST registered activity
      • For passive investment trusts/companies add min rate Xero Ledger plan (included free for non-active/hibernating entities)
      • Add any s'holder/beneficiary returns as per below.

     + Activity/Software Specific Needs - Fee Adj's:  

    •  + Xero Subscription: 
      • Premium / Standard / Starter Plans (@ retail price) +$84 / $66 / $31 
      • GST / Non-GST Cashbook Plans +$29 / $19
      • Basic Ledger Plan +$9
    •  + Company, Partnership or Trust Structure:  
      • +$15
         per s'holder/partner/beneficiary personal returns
      • POA: Non-Tax Reporting, Ltd Partnerships, Overseas Income/Trustees etc
    •  + 2 Monthly GST Filing: 
      • ie. 6 Monthly Filing included in base fees
      • +$25
          2 Monthly Filing Period
        • +$15 additional using AIM prov tax system (2 mthly GST req'd) 
    •  + Day-to-Day Bookkeeping Assistance: 
      • TBC from +$25 p/mth
    •  + Annual Budgeting or Mid-Year Review Meetings: 
      • ie. Single Annual reporting/review is included in base fees
      • +$25
          Other Budget Setting, Business Review Mtg or Mgmt Reporting, or
      • +$125  per two monthly meetings per above
    •  + Employees:   I use and recommend Thankyoupayroll.co.nz for PAYE compliance.
      • +$5 per employee per mth if you need annual check or occasional assistance with your Thankyou Payroll processes. 
    •  + Motor Vehicles:  
      • per Km rate method included 
      • +$7.50 for Actual Costs/Nil FBT method p/vehicle p/mth
      • +$15 for FBT payable scenarios p/vehicle p/mth
    •  + Other Tax Types:  FBT (other than vehicle), RWT, NRWT or AIL compliance from +$15 per item p/mth
    •  + Other Advisory & Compliance Work (incl'g IRD Audits):  from $125 p/hr
      •  No-Risk IRD Audit Cover Option 
        • TBC from +5% of base fee per mth (excl'g Xero subs)

     + Other Income Sources - Fee Adj's:  
    •  + FIF or Crypto Asset Holdings:
      • TBC from +$15 p/mth 
      * Monthly fixed fee plans apply per months with applicable income earned.  May include an additional one-off charge re past or transitional periods (eg. starting or ceasing self-employment in NZ).  Minimum of 6 months equivalent fee applies per tax year returns filed in all such situations.