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YEAR-END ACCOUNTS & TAX

At year-end, we turn your accounts into compliant financial statements and tax returns — but more importantly, we make sure nothing is missed, nothing is overstated, and nothing triggers unnecessary attention from IRD.

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This is where clean bookkeeping becomes accurate reporting, tax efficiency, and real financial confidence.

STARTER - “FOUNDATION YEAR-END & TAX”

From $990 + GST / year

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Simple, affordable year-end accounting for sole traders, contractors, and tradies who just want things handled properly.

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Best for:

  • Sole traders

  • Tradies

  • Contractors

  • Side hustles

  • Simple businesses using Xero

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Typically suited for:

  • Businesses with annual revenue under approximately $150k

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Includes:

  • Full year-end Xero review

  • Annual financial statements

  • Income tax return filing

  • GST reconciliation checks

  • Basic year-end adjustments

  • IRD-ready records and filing

  • Email support during tax season

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​Tax returns included:

  • One personal income tax return (IR3)

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Common upgrades:

  • Home office claims

  • Vehicle expense review

  • Rental property income

  • Additional income sources

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“Straightforward year-end accounting without the confusion.”

CORE - “BUSINESS YEAR-END & TAX”

From $1,650 + GST / year (Most Popular)

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More structured support for growing businesses and companies needing cleaner reporting and better tax visibility.

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Best for:

  • Limited companies

  • Growing tradie businesses

  • Businesses with GST and staff

  • Owners wanting proper financial oversight

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Typically suited for:

  • Businesses with annual revenue between approximately $150k–$750k

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Includes:

  • Everything in STARTER

  • Company financial statements

  • Company tax return filing

  • Depreciation schedules

  • Shareholder current account review

  • Basic tax planning review

  • Cleaner financial presentation for lenders and advisers

  • Priority email support during filing season

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Tax returns included:

  • One company income tax return (IR4)

  • One shareholder personal income tax return (IR3)

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Common upgrades:

  • Additional shareholder returns

  • Payroll support

  • Multiple business activities

  • ACC and provisional tax planning

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“Designed for growing businesses that need more than basic compliance.”

GROWTH - “ADVANCED YEAR-END & TAX”

From $2,750 + GST / year

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For established businesses needing proactive support, more advanced structuring, and ongoing guidance.

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Best for:

  • Businesses with staff

  • Multiple income streams

  • Higher turnover businesses

  • Business owners wanting proactive accounting support

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Typically suited for:

  • Businesses with annual revenue over approximately $750k

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Includes:

  • Everything in CORE

  • Payroll-related year-end adjustments

  • Shareholder salary/dividend review

  • Multi-income or multi-entity review

  • Tax efficiency and profit planning

  • Audit-ready documentation pack

  • Priority turnaround during filing season

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Tax returns included:

  • One company income tax return (IR4)

  • Up to two shareholder personal income tax returns (IR3)

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Common upgrades:

  • Additional entities or trusts

  • Forecasting and budgeting

  • Business restructuring

  • Ongoing advisory support

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“Proactive accounting support for businesses ready to grow with confidence.”

Important

Our pricing depends on the condition and complexity of your records, transaction volume, payroll requirements, and business structure.

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Additional fees may apply for:

  • Overdue reconciliations

  • Bookkeeping cleanup

  • Multiple entities

  • Trusts

  • Rental properties

  • Additional shareholder returns

  • Unreconciled payroll issues

  • High transaction volume

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If your Xero file needs cleanup or your records aren’t perfect — that’s okay. We can usually help.

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