“The best way to teach your kids about taxes is by eating 30% of their ice cream”

— Bill Murray.

FY2025 Checklists

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, X 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 compliant and 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 proactively, not reactively.

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. Yes, we use technology (AI) to assist where appropriate, but nothing beats the emotional intelligence our team possesses. 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

Lets connect and get going - click me

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.