INDIVIDUALS, TRUSTS AND BUSINESSES
Whether you are moving to New Zealand, making an investment or looking to restructure your affairs, tax is complex and the cost of getting it wrong can be expensive. We offer tax advice in a three stage process:
- CONTACT US
- ENGAGEMENT SET UP
- TAX ADVICE
Email us a brief outline of your tax query so that we can identify the tax issues and how we might be able to help.
We will reply setting out the issues that need to be considered and what further information will be required. An engagement letter with our terms and conditions will be emailed to be signed and returned before any tax advice is provided.
All tax scenarios are different. Where possible, we will set out the likely process we will follow to deliver advice to you efficiently and comprehensively and give an indication of our costs.
The next step involves us reviewing your tax issue in more detail and considering the specific issues. We then will arrange a phone call or on-line advisory meeting (approximately 1 hour).
It may be necessary for you to provide further information or documentation and we may need to carry out further research or arrange another meeting or phone call.
You may request a written summary or report analysing your specific situation. The cost of written advice will depend on the scope of work required and a fee estimate can be provided.