Fusion Tax

Welcome to Fusion Tax, a boutique chartered accounting firm located at Wellington, Thorndon Quay, 204. As an establishment specializing in finance, we are dedicated to providing our clients with expert tax advice and commercial solutions.

At Fusion Tax, we offer a wide range of accounting services tailored to meet your needs. With over 75 years of collective SME tax consulting experience, our team has the expertise to handle even the most complex tax requirements. Whether it's preparing your tax returns or identifying and resolving tax opportunities and difficulties, we've got you covered.

We understand that a solid legal and business structure is essential for success. Many of our clients come to us with outdated structures that no longer serve their needs. That's where we come in. We can assist you in getting your foundations right, ensuring that your business is set up for long-term success.

But we don't stop at accounting and tax. We believe that business encompasses a wide range of opportunities and challenges. That's why we offer strategic advice on financing, people, operations, systems, and processes. Our advisory boards and ad-hoc consultations have helped numerous clients navigate the complexities of running a successful business.

In addition to serving small and medium-sized enterprises, we also act for significant Wellington commercial property investors and developers. Our team has personal investment experience, giving us unique insights into the industry.

For technology start-ups, we understand the specialized needs and challenges they face. From founder arrangements to employee shares, regular management reporting to cap tables and shareholder reporting, we have the expertise to guide you through every step of the journey.

Our team is led by Richard, who brings extensive public accounting and tax consulting experience. With a background in the Inland Revenue Department and over twenty years in a large accounting practice, Richard has worked with a diverse range of clients, including venture capital funds, charities, professionals, and high net-worth families.

Michelle, another key member of our team, has over 20 years of experience in large accounting practices. She specializes in property and land transactions, cross-border businesses, and high-growth or change phases. Michelle's first-hand experience as a joint owner of commercial and industrial property gives her valuable insights that benefit our clients.

Sandra, our specialist tax advisor, is an expert in the tax treatment of both New Zealand and overseas investments. With over 20 years of accounting and specialist tax experience in the UK and New Zealand, Sandra advises high net worth families, international businesses, and medium-sized enterprises on financial reporting and tax implications.

Finally, we have John, who has over 30 years of experience in the business advisory field. His clients range from small to large businesses across various sectors, including high net wealth, supermarkets, professionals, investors, and property owners. John's passion lies in working closely with small to medium businesses, helping them achieve their goals and providing tax and advisory solutions.

At Fusion Tax, we are committed to providing our clients with the highest quality service and expertise. With our team of experienced professionals, we are well-equipped to handle all your accounting and tax needs. Contact us today to discuss how we can help you achieve your financial goals.