Frequently asked questions.

Yes — everything is handled remotely by phone, email and video call, so while we're based in Wellington, we work with clients right across New Zealand, from Auckland to Dunedin.

Absolutely. We handle the transfer of records and notify IRD of the change on your behalf — most switches are complete within a couple of weeks, and there's rarely any disruption to your filing deadlines.

We work exclusively with Xero and can help you move from spreadsheets or another accounting platform when needed.

Most clients are onboarded within a few days of their free chat. If you have an urgent filing deadline, let us know and we'll prioritise accordingly.

Yes. We agree your fee before any work begins, based on the complexity of your income or business. It won't change unless your circumstances materially change, and we'll always tell you first.

It mostly comes down to income type and entity structure. Salary or wage earners typically fit Individual, self-employed people fit Freelancer, and registered companies fit Small business — we'll confirm on your free chat.

All prices shown on our pricing page are GST exclusive. Your final quote will show GST separately.

Where authorised, we can correspond with Inland Revenue, help manage queries and keep you informed about filing deadlines.

We regularly help clients catch up on overdue returns. We'll review what's outstanding, quote a fixed fee to bring everything current, and liaise with IRD on penalties where possible.

Yes. Provisional tax planning is built into our Freelancer and Small business plans, and we can advise on structuring, timing and deductions relevant to your situation.

Yes, we prepare trust accounts, manage distributions and file trust tax returns. See our Trusts & Estates service page for details.

Rental income is covered under our Individual plan for one or two properties, with a per-property add-on for larger portfolios. See our Rental Property page for specifics.