Tax & Trust

Welcome to Tax & Trust, your trusted accounting and finance institution located in Auckland, Great North Road, 4011. As a reputable establishment, we offer a wide range of services to cater to your accounting and financial needs.

Whether you are a rental business generating $0 - $500k turnover or a thriving enterprise with a turnover of $1.5m , we are here to guide you through the ups and downs of managing your finances. We understand that the early stages of a business can be overwhelming, which is why our experienced team is ready to assist you in making informed decisions.

At Tax & Trust, we take pride in working with charities, trusts, and not-for-profits that are dedicated to making a positive impact on our world. With over 20 years of experience in the industry, our team has helped numerous clients grow their businesses and effectively manage their taxation obligations.

Our comprehensive range of services includes Income Tax Returns, GST return processing, Trusts, Partnerships, Personal and Companies taxation, and Company Annual Returns. We also provide valuable assistance in Start Up Advice, Business Planning, Cashflow Forecasting, Quarterly Coaching, Business Seminars, and Business Growth Workshops.

To ensure the utmost convenience for our clients, we utilize various software platforms such as Xero, Practice Ignition, Microsoft Office 365, Smart Payroll, Go Cardless, Pipedrive, and many more.

In addition to our accounting services, we offer Trust Formation and Gifting, Tax Management, Companies Office Administration, and Bookkeeping Services. Our goal is to provide holistic support to help you achieve your financial goals.

To get started, we invite you to take advantage of our free 30-minute Proactive Accounting Meeting (PAM). During this meeting, we will get to know your situation, personal and financial goals, and provide you with a personalized proposal outlining the cost of the work required. If you are satisfied with our proposal, we can proceed; otherwise, you are under no obligation to continue.

Our satisfied clients have praised our professionalism, affordability, and accessibility. They appreciate our attention to detail and the peace of mind that comes with knowing their business accounts are in capable hands.

So, whether you need assistance with your personal taxes or require comprehensive financial support for your business, Tax & Trust is here to help. Contact us today to schedule your PAM and take the first step towards financial freedom. Remember, "I’d rather attempt to do something great and fail than to attempt to do nothing and succeed."