COMPLIANCE Services


Fixed Fee Accounting, Tax and Entity Compliance Services, including:

  • XERO SUBSCRIPTION + initial training & bookkeeping setup + regular reviews & guidance, OR
    • a fully CUSTOMISED annual Google Apps accounting template
  • No additional setup / transition charges*    
  • PREPARATION / REVIEW & E-FILING of Annual Accounts, Income Tax, GST & Companies Act documentation compliance
  • TAX PAYMENTS reminders & planner (via Google Apps) 
  • TAX AGENCY LINKING / Extension of Filing Deadlines
    • including liasing with IRD and ACC as required re all balances / transfers / dues etc
  • SUPPORT via Phone / Email / Skype re all above
  • PROACTIVE advice re new tax/compliance risks & law changes
  • Fees for all OTHER SERVICES quoted in advance.. ie. No unexpected bills


Fixed Fee Schedule 
(All prices exclude GST, if any, and will generally be tax deductible)





>  Small Trading Enterprise  $125 + Xero $50 plan from  > $175 p/m* 

>  Freelancer/Consultant  $75 + Xero $50 plan from  > $125 p/m* 

>  Fixed Contractor  $60 + Xero $25 plan from  > 
$85 p/m* 

GST Status Price Adjustments re all above plans:
6 Mthly GST Filing  >  
Included
2 Mthly / Non GST Filing  > 
+/- $15 p/m


>  Landlord (Residential)  incl'g Xero Cashbook from  > 
$59 p/m*
     Incl's first property.  Additional properties > 
+ $20 p/m


>  Non-Active Entities  from  > 
$29 p/m*
                        




>  Contractor - Single Client  > 
$65 p/m* 
      (ie. Single client at-a-time sole traders needing to issue a basic weekly/monthly time based invoice)

>  Contractor - Schedular W/h Tax  > 
$49 p/m* 
      (ie. Non-invoicing or buyer created invoice sole traders with all income subject to schedular w/h tax reconcilable with IRD records, such as film industry contractors)


GST Status Price Adjustments re above two plans:
6 Mthly GST Filing  >  
Included
2 Mthly / Non GST Filing  > 
+/- $15 p/m
                
> POA  

In response to recent requests.. yes I can offer accounting advice / compliance support for Wave Accounting.   

Note: Wave is not currently suitable for trusts, the GST payments basis (ie. invoice basis only) and automated NZ bank feeds (optional) are provided via Yodlee. Ref: http://boxfreeit.com.au/2013/06/05/yodlee-bank-feeds-interview/       




> What's included / additional?   (all $ p/mth excl'g GST unless stated)
  • Included  Sole Trader, Company (Exempt Reporting), Partnership (Formal) 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
      Annual Reporting
    • +$25
        Mid-Year Business Review & Mgmt Reports
    • +$95
        2 Monthly Review & Mgmt Reporting
  • +$25  PAYE Compliance (1st employee)
    • +$15
        Per Additional
  • +$15  FBT RWT NRWT or NRCT Compliance (per vehicle/loan etc)
  • +$95 p/hr  Other / One-off Compliance related services
  • +$125 p/hr  Tax Planning/Advisory & IRD 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.

Contact Matt