Contact us for a no-obligation chat about what is best for you and your business.

“Optimism is a strategy for making a better future. Because unless you believe that the future can be better, you are unlikely to step up and take responsibility for making it so
”
— Noam Chomsky - Philosopher

Passion. Experience. Diligence.

From our offices located in Takapuna, (with satellite offices in Whangaparaoa and Hamilton) our approach is relaxed and straightforward and firmly focused on delivering sound accounting advice, practical business solutions, and specialised taxation services to our national clientele.

You won't see us on Tik Tok, Facebook, Instagram, Twitter and so forth, spending your money trumpeting our services looking for new clients. Whilst social media presence is something we have, and advertising across social media is something we certainly see value in for a number of our clients, and we have some clients who are exceptional in providing this service should your business warrant it, for us, in our profession, we simply focus on getting your business humming, that's our best advertising avenue, and not surprisingly it works for you too.

And no surprises. No surprises with your taxes due, no surprises with tax changes and how it affects you, no surprises with our services, no surprises with our fees. We like to work with you in real time, not reactionary with you.

Our advice is tailored to your needs.

Our philosophy is simple:

We believe in offering straightforward accounting, taxation and business advisory solutions that are reliable, practical and serve your best interests.  

We also believe in personal service. New clients come to us through referrals from existing happy clients, who are pleased with the high level of personal attention they receive. We foster deep relationships that are enduring based on trust and integrity with our own dash of personality (yes, accountants can dig deep and find some personality somewhere).

New clients are always welcome

  • Whether you are stuck in a pickle or just needing a fresh perspective on where to next for your business – We’ve seen it all over the years and can advise on strategic ways your business can move forward.

  • Sole traders, self employed small business owners – outsource all your accounting services to our professional team and save yourself to the big jobs so you can move into big business in a managed way.

  • Annual Financial Statements, Income Tax Returns, Tax Reminders, Tax Updates.

  • We are Gold Partners of Xero, here to help you setup and manage, capture bills and receipts, automate your admin, reconcile and sync bank and financial information, send invoices and conclude with full reporting.

  • Our tax planning and advice can make a significant difference to your business. Whether you’re going international, launching a business startup or managing your family wealth, we help you plan your financial affairs.

  • Monthly, bi-monthly or six monthly. GST return preparation, filing and review. We take the hassle off your hands.

  • Good governance means having oversight and vision, accompanied by well-defined accountability and a focus on risk management. Takapuna Tax work with trustees to provide the resources, systems and skills necessary.

  • We can oversee the day to day management of your financial accounts including recording of financial transactions, preparing source documents for all business transactions, and other events of your business.
Tradify

We are aligned with many industry partners including:

Industries we work with:

  • Professional Services

    Professional Services

  • taxation advice for tradies, builders, plumbers, electricians

    Trades

  • Takapuna Taxation for Hospitality and travel

    Hospitality and Travel

  • Investors

  • Property investors taxation accounting advice

    All Things Property

  • Accounting for family trusts

    Health and Wellbeing

See what business we work with have to say…

"I've been a client since 2010, and have learnt a lot about my business and tax affairs through my relationship with Geof and the team, very happy they are on my team, looking after my business interests" Brett C. (Design/Media)

"I've been a client since 2010, and have learnt a lot about my business and tax affairs through my relationship with Geof and the team, very happy they are on my team, looking after my business interests" Brett C. (Design/Media)

"They even took over my debt collection follow ups when they saw I was struggling in this area... massive weight of my shoulders, with results" Brady R. (Trades)

"They even took over my debt collection follow ups when they saw I was struggling in this area... massive weight of my shoulders, with results" Brady R. (Trades)

"No fuss, plain language, and prepared to give me a straight answer in a way I could understand - (didn't like the answer though)" Ryan D (Hospitality)

"No fuss, plain language, and prepared to give me a straight answer in a way I could understand - (didn't like the answer though)" Ryan D (Hospitality)

"Thanks team for the recommendation, got us out of a pickle there, didn't realise so many options out there." David B. (Medical)

"Thanks team for the recommendation, got us out of a pickle there, didn't realise so many options out there." David B. (Medical)