$955 Financial Statements base cost

Plus where applicable:

• $75 accounts payable

• $75 accounts receivable

• $100 additional bank account

• $250 additional rental property

• $75 attribution or market salary

• $250 beneficiary distributions

• $100 credit card (each)

• $450 data import (no bankfeed)

• $225 election vehicle logbook

• $10 expense paid outside business bank account (each)

• $50 fixed asset addition or disposal

• $100 foreign currency account

• $550 foreign investments

• $150 fringe benefit tax reimbursements

• $95 gifting

• $55 going concern solvency test

• $250 GST errors

• $100 GST registered

• $175 GST listed services

• $150 home office claim

• $ 10 income banked outside business account (ea)

• $55 information request (ea)

• $250 interest current account

• $225 interest limitation

• $100 loan, mortgage, hire purchase, finance (ea)

• $155 LTC or QC

• $ 75 mileage claim

• $450 non-dedicated business bank account

• $550 property purchase/disposal

• $150 PIE/PLE investments (ea)

• $55 prepaid deposits (ea)

• $50 private use adjustments (ea)

• $250 private vehicle used for business

• $100 related party transactions

• $75 refinance/restructure (ea)

• $55 resignation or change of director, shareholder, trustee (ea)

• $100 stock or work in progress

• $250 subvention or loss offset

• $250 tax department arrears, penalties & interest

• $295 unreconciled bank account

• $125 wages reconciliation

Amendments (for additional information)

• Hourly rates

Priority

• $555 urgent turnaround

Transfer

• $195 transfer key files

Income Tax Returns

Base cost:

$280 Company

$225 Trust

$225 Individual

Plus where applicable:

• $100 donations return (IR526)

• $550 foreign investments (incl Sharesies)

• $125 kiwisaver & PIE disclosures

• $155 Look through company (LTC)

• $ 75 residential rental income schedule

• $100 student loan

• $150 working for families

• $165 provisional tax payer

• $400 Trust disclosures initial

• $200 Trust disclosures ongoing

Companies Office

• $125 Annual return (+ levies)

• $ 55 Address change

• $ 75 Director change notification

• $‍ 95 Director appointment consent ‍

• $125 Director resignation letter

• $155 Resolution director removal

• $175 Resolution director appointment

• $225 Share transfer

• $855 Voluntary removal

Resolutions:

$85 Annual Shareholders & Directors Resolutions

$80 Annual Trustees Resolution

$50 Annual Non-trading company Resolution

$55 Shareholder Support Resolution

$55 Capital or Income Distribution Resolution

$155 Resolution director removal

$175 Resolution director appointment

Consents:

$ 95 Director appointment consent

$125 Director resignation letter

Deeds:

$250 Debt Acknowledgement

$250 Debt Forgiveness

$295 Subvention

Transfer:

$225 Share Transfer

Dividends:

$350 Dividend

Heads of agreement:

$375 Preliminary Alliance Agreement

Hourly rates unless agreed in advance

Hourly rates unless agreed in advance

Hourly rates unless agreed in advance

Hourly rates unless agreed in advance

Hourly rates unless agreed in advance (typically $2,500)

Hourly rates unless agreed in advance

Hourly rates unless agreed in advance

$295 backdated tax application

$550 instalment arrangement application

$295 tax consultation

$200 tax estimation

$1,500 to $10,000+ tax opinion

Hourly rates except for:

$995 Xero initial setup & training

$ 55 Quick Question