Individuals

Straightforward help for personal income and tax situations that are more complex than an automatic assessment.

What you usually need

Three clear areas—without a long list of accounting terms.

Prepare and file your IR3 correctly and explain the result.

Organise taxable income, expenses and supporting records.

Understand notices, payment dates and what happens next.

For individuals, the main income-tax return is usually the IR3.

IR3 income-tax return

Salary, investment and other income review

Rental-property schedule where required

Allowable deduction review

Provisional and terminal-tax explanation

IRD correspondence related to the return

Indicative starting price

$149 one-off

For a straightforward individual IR3 return. Rental schedules, overseas income and complex investments may cost more.

Short answers to the questions people commonly search before contacting an accountant.

You may need an IR3 if you receive income that IRD has not fully assessed, such as self-employed, rental, overseas or certain investment income.

IRD can automatically assess many salary and wage earners. An IR3 is filed when additional income or circumstances need to be reported.

Yes. We can help organise overseas income information and identify when specialist cross-border advice is also needed.