Our Services

Whether you are investing in property or running your own business, we have a business solution for you.
Let us handle your tax and accounts so you can spend your time on making business and investment decisions.

Rental Tax Returns

We specialise in property and prepare tax returns for property investors. Investors may own properties through various vehicles (Look through companies, companies, partnerships or trusts).

Business Advisory

We are cerified Xero advisers, We give financial advice to our clients and where required, we prepare budgets and forecasts and management reports so our clients make better decisions.

Xero Training

Some of our clients are truly DIY. But they want us to train their staff on how to use Xero and we are happy to go to their offices and show their staff how to process transactions in Xero correctly.

Business Planning / Virtual CFO.

Family owned businesses come to us for advice on business succession planning. How they will ensure the business survives from one generation to the next.




Can I use Mr Tax from anywhere in NZ?

We provide tax advisory services to clients throughout NZ.

We even have clients from Australia, in which case we file an IR3NR (Non resident tax return). We have made our services more affordable so you can afford quality advice.


What do I need to supply?

You need:

  • IRD Number: Your IRD number is an eight or nine digit number. You can find it on your payslip. If you are still not sure, ask your employer.
  • Bank statements: You need to provide bank statements so we can calculate the income and expenses. We make this process easy if you have bankfeed
  • Details of assets/chattels purchased: You can still depreciate chattels. Depreciation on chattels reduces the amount of tax you have to pay
  • Loan statements: 90% of our clients have mortgages on their rental properties. The interest is tax deductible.

Pricing

The first 3 plans are for property investors and is invoiced annually. The last pricing plan is for business clients and is invoiced monthly.

  • Individuals (IR 3)
  • $499 + GST

    • Services include:

  • One IR3 tax return for up to 2 properties.
  • Extra $100 + GST for additional properties
  • Set of financial statements
  • Additional fee if GST registered.
  • We will liaise with IRD on your behalf if required.
  • Find out more
  • Companies (IR 4)
  • $799 + GST

    • Services include:

  • One IR 4 Tax return for up to 3 properties
  • Extra $100 + GST for additional properties
  • Set of financial statements
  • Additional fee if GST registered.
  • We will liaise with IRD on your behalf if required.
  • Find out more
  • Partnerships & LTC
  • $999 + GST

    • Services include:

  • One IR 7 tax return for up to 2 properties
  • Up to 4 partners or LTC owners IR 3 returns
  • Set of financial statements
  • Additional $200 if GST registered
  • We will liaise with IRD on your behalf if required.
  • Enquire now
  • Trading Businesses

    • Services include:

  • From 149 + GST / month
  • Set of financial statements
  • Annual Tax Return
  • 6 monthly GST returns
  • Annual Cashbook Xero subscription
  • Budgeting and monthly reporting (if required)
  • 2 hour consultation (if required)
  • Enquire now

You are only a click away from getting your tax sorted.

Request a free consultation with Mr Tax

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101 Tax Essentials for Property Investors - NZ version

Getting your tax wrong can cost you thousands. This book will only cost you $16.99.

This book provides you the answers to the following questions and more.

  • Is this transaction taxable or not?
  • What expenses can I deduct to reduce the taxable income?
  • Will gains from selling my property be taxed?
  • Can using trusts for asset protection also double up and help reduce my tax?
  • Would a Look-Through Company be a better way to hold my investments?
  • I own a holiday home which is sometimes rented out to the public. Is this taxed differently?

    • This tax guide contains 101 tax tips and essentials that NZ property investors should be aware of. Taxes are an expense from an investor’s point of view because it reduces your cash flow and your wealth. If your job already puts you on the highest income tax bracket, then one-third of your rental profits will goes towards paying taxes. However, a lot can be done to legitimately reduce the amount of tax you pay. So it rather surprises me that tax is not a standalone subject taught in schools yet you are forced to learn about rainforests, Shakespeare, trigonometry, and history. Often it is relegated to a small section in economics or accounting, and even then it is often glossed over in those subjects. Students of business often have to wait until they get to university before they do a formal course in tax. Students of other disciplines may never get an opportunity to understanding of tax but thankfully there are books like this one, which gives you a good introduction to how taxes affect your property investment.

    Note we are not talking about tax avoidance strategies which some people are allegedly accused of doing. This guide will never promote tax evasion or tax avoidance. Tax evasion is not legal and can get you into trouble. However, there is absolutely nothing wrong with making the best use of the deductions allowed by the Income Tax Act 2007. Strategic asset planning (using trusts) protects your assets and if done correctly can legitimately save you paying a lot of taxes.

    Get my copy now



    Why Choose Mr Tax NZ to be your tax accountant?

    Here's why

    Mr Tax NZ is run by tax agents registered with Inland Revenue Department NZ. All our accounting staff at Mr Tax NZ hold degrees from the University of Auckland and are either Xero Partner Certified and/or members of the Chartered Accountants Australia and New Zealand.

    Here is what our customers have to say

    'I own 2 properties in Wellington and I am so glad that I found you to handle my books and tax. Your services are very affordable. It rids of all of my stress and time in dealing with my obligations to the Inland Revenue Department and to the Companies office.' Lin

    'I am happy I chose Mr Tax services to do my tax return. They gave me very good advice about depreciation. I didn't know you can still depreciate like dishwasher and water cylinder. Thank you for reducing my tax bill' Mary

    'We own a holiday home in Mangawhai. We used it privately around Christmas and Easter and at other times we rent it out to friends and the public. We didn't know that we could elect to keep the holiday home outside the tax system when the total rent is below $4000 per year. That saved a lot of bookkeeping and also meant Mr Tax charged a lower fee. Talk about putting the client's best interests first. Mr Tax does just that.' Susie

    'We didn't know the difference between LTCs and normal companies. We were paying tax at 28% on our rental apartment before we came to Mr Tax. With the LTC in place, my tax bill reduced by $1200. Thank you Mr Tax.' Terry & Belinda

    ''I value your tax services. And just want to say thank you' Lisa

    Do you have a question?


    If it's urgent, call Edward on 09 973 9021.