Specialist in Online Chartered Accounting Services for
: 
 
Wellington Consultants & Contractors
.. in IT, Film & Corporate Roles 
 
.. including your other related/other tax compliance

Providing a professional one-on-one 
NZ tax compliance service,
 via
 100% cloud based
 
tools
.   
Find more about me on LinkedIn.   
Please don't hesitate to contact me for a free no obligation chat anytime.

 Note: 
  • Currently taking  new clients by referral only sorry 
  • Not taking new clients with  crypto-currency holdings  
    (Except under certain strict portfolio mgmt scenarios due to complexity of IRD's current realised gains calculation requirement.  Call me to discuss.)
     
    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):  

    >  Small Trading/Consulting Business  from $125
            (ie. Business selling products, multiple owners/freelancers or with staff/subcontractors)
    • incl'g as below, plus Xero subs (as req'd)
    • Discount rates: Nil payroll & <$10k stock rules: $109* p/m* & Non-GST reg'd: $89 & <$30k sales: $75

    >  Freelancer/Consultant  from $89
            (ie. Multiple clients at a time and based at own/home "primary workplace")
    • incl'g as below, plus Xero subs (as req'd)
    • Discount rates: Non-GST Reg'd: $75 & <$30k inc: $59 

    >  Direct/Fixed 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: $59, <$30k inc: $49  
     
    >  Agency/Film Contractor  from $59
            (ie. W/h tax deductions on all income, no provisional tax, no invoicing req'd and home office exps using basic p/sqm rate claim)
    • incl'g Receipt Bank App subscription and,
    • custom Google Drive tax calc's & forecasting template
    • Discount rates: Non-GST reg'd: $49 & <$30k inc: $39



    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



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

    • Residential Rental / BNB Income  as per Agency Contractor rates above (per property).  
      • Add Xero subs as req'd.
    • Minimum Rate  single fee pa from $395 incl'g GST 
      • Basic PAYE and/or Passive Investment only returns etc
      • Custom Google Drive tax calc's template incl'd
      • For passive trusts add minimum rate Xero Ledger plan and any additional beneficiary returns as per below

    General Charges & Adjustments:  
    •  + Xero Subscription: 
      • Standard Plan +$60
      • Starter/GST Cashbook Plans +$27.50
      • Non-GST Cashbook & Ledger Plans +$15
    •  + 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) 
    •  + Priority Filing - Before 30 June 
      • from +10% added to base fee per mth (excl'g Xero subs) - TBC 
    •  + Mid-Year Review/Meetings: 
      • ie. Annual reporting/review included in base fees
      • +$25
          Mid-Year Business Review & Mgmt Reports
      • +$95  2 Monthly Review & Mgmt Reporting
    •  + 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
    •  + FIF Investments:  TBC additional for significant number of holdings
    •  + Other Tax Types:  FBT (other than vehicle), RWT, NRWT or AIL compliance from +$15 per item p/mth
    •  + All Other Advisory & Compliance Work (incl'g IRD Audits):  from $125 p/hr
      •  No-Risk IRD Audit Cover Option 
        • from +5% added to base fee per mth (excl'g Xero subs) - TBC per your scenario.


    * 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.