Specialist Online & Fixed Fee Chartered Accounting Services for:
  • Consultants / Freelancers
  • Corporate & Film Industry Contractors
Also:
  • Micro Trading Businesses
  • Landlords / Investors
  • Non-Residents
Providing a private, professional and online 
NZ tax compliance service to clients worldwide
.   ie. u
tilising 100% "cloud" 
technology for all client services including
 Xero
.   
Find more about my background here on LinkedIn.    

Please don't hesitate to contact me for a free, no obligation chat re your business or tax compliance needs anytime.  

    (SORRY... NOT CURRENTLY ACCEPTING NEW CLIENTS NEEDING 2014/15 OR PRIOR
          TAX Y
    EARS' COMPLIANCE FILING.  ie. Only 2015/16 & future needs sorry)
     
      email:   matt@microtax.co.nz          skype:   matthewblair 
        
        landline:   +64 4 889 2027          mobile:   +64 27 4707800 
     
    Fixed Fee Packages (all $ excl'g GST):  
     
    >  Enterprise / Trading  from > $175 p/m* plus req'd Xero sub'n 
          (ie. Goods or services trading etc)
          Incl'g company, 1st sh'holder personal tax & 2 mthly GST filing (if req'd).
          Discount rate for <$50k income & 6mth GST filing: $100 p/m plus Xero sub'n*    
     
    >  Freelancer / Consultant  from > $85 p/m* plus req'd Xero sub'n    
          (ie. Direct contract roles, diverse expenses etc)
          Custom Google Drive tax calc's & forecast template included.
          Discount rate for <$50k income: $55 p/m plus Xero sub'n*       

    >  Contractor (untaxed)  from > $65 p/m* plus (if req'd) Xero sub'n  
          (ie. Single NZ client at a time & no tax deducted by payer)
          Custom Google Drive tax calc's & forecast + Invoicing (if req'd) templates incl'd.
          Discount rate for <$50k income: $45 p/m plus Xero sub'n (if req'd)*  
     
    >  Contractor (pre-taxed)  (eg. film industry) from > $55 p/m*
          (ie. Schedular w/h tax income. ie. reconcilable with IRD reports & gen'ly no prov tax)
          Custom Google Drive tax calc's & forecast template included.
          Discount rate for <$50k income: $35 p/m*     
      
    >  Landlord / Investor  from > $55 p/m* incl'g Xero Cashbook 
          (ie. Passive earnings only)
      
          Re Residential Rentals - incl's first property.  Additional properties > 
    + $25 p/m
      
          Other investment/portfolio types = $POA   
     
    >  Non-Active  from > 
    $25 p/m* 
    incl'g Xero Ledger 
          (ie. Nil taxable trust owning family home and non-active companies etc)



    Packages include: 

    • XERO SUBSCRIPTION or a customised GOOGLE APPS accounting template 
      • (including initial training & bookkeeping setup, regular reviews & guidance)
    • NO SETUP / TRANSITION CHARGES*
    • TAX AGENCY LINKING 
      • (Including extension of filing deadlines, liasing with IRD & ACC as required re all balances, transfers & dues). 
    • Preparation of ANNUAL ACCOUNTS and Companies Act compliance.  
    • E-FILING of Income Tax, GST and other relevant tax types (refer additional charges below).
    • TAX PAYMENTS reminders & planner
    • SUPPORT via Phone / Email / Skype / Google Hangouts.  
    • PROACTIVE advice re relevant new tax/compliance risks & law changes.
    • NO UNEXPECTED BILLS!
     


    Additional/Other Services Charges:   (all $ p/mth & excl'g GST)

    • Included  Sole Trader, Company (SME Reporting), Partnership or Trust (Special Reporting) Annual Accounts & Return Filing
      • +$15
          Per S'holder / Partner / Beneficiary's Personal Tax (non-IR3 other income only)
      • POA  LTCs, Overseas Income/Trustees etc
    • Included
        6 Monthly GST Reviews/Filing (Excl'g Landlords & Non-Active)
      • +$25
          2 Monthly Filing Period (except Enterprise/Trading plan - no extra charge)
      • -$15
         Non GST Registered (-$10 re discount plans & n/a re Investor & Non-Active plans)
    • Included
        Annual Reporting
      • +$25
          Mid-Year Business Review & Mgmt Reports
      • +$95  2 Monthly Review & Mgmt Reporting
    • Employees: +$5 p/payrun and/or +$5 p/PAYE filing p/employee p/mth as you require assistance with + any Xero plan upgrade charges as req'd
    • Motor Vehicles (Business or Company Owned) +$25 per vehicle
    • FBT (other), RWT, NRWT or AIL Compliance +$15 per item/loan etc
    • $95 p/tax yr  Wage & Salary IR3 or PTS Return (inc'g part-year non-resident) 
    • $125 p/hr  Other one-off Compliance related services
    • $175 p/hr  Advisory, Planning & IR Audit related services


    * Monthly fixed fee plans may include an additional one-off charge re past period transactions.  Monthly fixed fees represent a spread charge re current period activity (Xero subs/Google Apps sheet customisation, professional advice & correspondence plus resulting future reporting, documentation & compliance re income/provisional tax and other applicable tax types.   Any fee adjustments will be considered on this basis.
     
     

    Have a Question? Contact Matt here: