Do you do regular accounting stuff, like preparing financial statements and tax returns?

Yes! That is our core service, and one we take very seriously.

Are you a Chartered Accountant?

Yes. Ryan is a fully qualified Chartered Accountant (CA). CA’s are bound by a code of conduct, the ‘charter.’ This separates us from non-CA’s who may not be held accountable for breaches of ethics, or good practice.

Will I only see you once a year when my tax returns are due?

No. Within our compliance service offering (financial statements, tax returns etc) we include time to catch up with clients at least three times a year. Preferably these are in-person meetings, however Zoom can be a useful alternative sometimes.

These meetings are useful as they allow us to talk through your business and any challenges you’re facing at the moment. It means we can put together a plan to solve any challenges ahead of time, rather than at year-end.

If you’re not facing any challenges, well hey that’s a bonus and we can have a more relaxed catch-up.

Will I receive a surprise invoice in the mail from you?

No. All of our clients are on a monthly retainer for their compliance work. This includes incidental emails and calls, as well as any help needed with GST or tax during the year.

If you need some ad-hoc support for a specific project or issue, we will provide you with an estimate or quote up front.

What do you charge for your services? I’m concerned that you will charge me a higher fee than I am already paying.

That may be the case, but are you sure you’re getting a good service from your existing accountant? Our clients generally pay in the range of $3k - $7k per annum for their compliance work.

The difference that we offer is that you’re working with Ryan, the partner, directly. We are also working in concert together, meeting regularly during the year to talk things through.

Ryan enjoys the nuances of each of his clients business’ and do not take a cookie-cutter approach.

I have overdue tax returns; will you charge me extra for this?

Yes. If you require prior year tax returns to be filed, then this requires additional work, and we will provide you with a fixed fee estimate in my proposal. This fee will be in addition to the monthly compliance retainer, and this is to be paid 50% upfront and the balance on completion.

I have tax owing; can you help me sort this out?

Yes. The sooner we get a plan in place, the better. Tax arrears often creep up on you and then begin compounding, quickly.

We will sit down together an analyse your current tax position and determine a pathway forward to get on top of your arrears.

It can be daunting and very stressful to be in tax arrears with the IRD on your case. By engaging us, you are one step removed and can be confident that I will handle the process.

What’s the process if I want to work with you?

After receiving your enquiry, we will be in touch to arrange a time to have a call to understand what services you require.

From there, I may request some information from you such as past financial statements and tax returns. These will help me understand the size and complexity of your business.

I will use this information to help me provide you with a quote for services, which I will include in a written proposal to you.  

Do I have to tell my current accountant that I am leaving them?

No. Once you sign on with us, we will send them a letter explaining that we’re taking over as your accountant. They will then send us a copy of your client file which will include historical documents such as financial statements, tax returns and various minutes.

However. if you would like to tell them you are leaving, you are more than welcome to do so. I’m sure they’ll appreciate it.

Can you help me with a specific tax problem?

Absolutely. Please contact us and we can schedule a time to discuss. We will provide you with a fixed fee estimate or quote prior to commencing work. We require 50% of the quote to be paid prior to work commencing with the balance paid on completion.