Appointment Request

Please complete the form below to request an appointment with one of our principles. We will contact you within 24 hours to confirm your appointment time and place.

When you come in to see us for the first time (or we come to see you), please bring with you any relevant business and personal documentation, which may include:

  • Current & previous financial statements for your personal and business entities
  • Details of your financial interests and share holdings 
  • Other advisor contact details e.g. your bankers and/or lawyers 
  •  Your IRD numbers and contact details
Name
Email
Phone
Preferred Time and Day
Comments 

 


 
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Contact
333 Great South Road
Papakura 2110
PO Box 72-004,
Papakura 2244
t 09 298 2511
f 09 298 2517
Calendars and Key Dates

20 May  - Employer schedules due

7 May - GST return and payment due / Provisional tax due

 

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Downloads
GST Return Form

Tax Code Declaration Form

IRD Forms

Client Questionnaires

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