Consulting
Specialist Tax Consulting for When the Stakes Are High
Complex tax issues, business structuring, trans-Tasman planning, and more — specialist consulting from a boutique firm with dual-jurisdiction expertise.
What We Cover
Deep expertise across the areas where businesses need specialist guidance most.
Complex Tax Issues
- Tax disputes and IRD audit representation
- Voluntary disclosures and tax position papers
- Tax risk reviews and compliance health checks
- Binding rulings and technical interpretations
Business Structuring & Restructuring
- Company, trust, LTC, and partnership structures
- Group restructuring and consolidation
- Shareholder agreements and governance
- Entity rationalisation and simplification
Trans-Tasman Tax Planning
- NZ/AU cross-border structures for individuals and businesses
- Dual residency and transitional tax residence advice
- Transfer pricing for SMEs operating across jurisdictions
- Foreign investment fund (FIF) regime management
Due Diligence & Valuations
- Pre-acquisition tax due diligence reviews
- Business valuations for sale, purchase, or estate planning
- Vendor due diligence preparation
- Post-acquisition integration planning
Property Structuring
- LTC structures for rental property portfolios
- Bright-line rule planning and analysis
- Interest deductibility assessments
- Property development tax structuring
Succession & Exit Planning
- Business succession planning and ownership transition
- Exit strategy development and tax-efficient sale structuring
- Estate planning and intergenerational wealth transfer
- Management buyout structuring
Trans-Tasman Expertise That Sets Us Apart
Most boutique accounting firms specialise in one jurisdiction. We operate across both New Zealand and Australia — giving you access to genuine dual-jurisdiction expertise built on years of practical, hands-on experience, not textbook theory.
Whether you're a Kiwi business expanding into Australia, an Australian individual relocating to New Zealand, or an investor with interests on both sides of the Tasman — we've done this before. We understand the tax implications, the double tax agreement, and the practical realities of operating across borders because we've navigated them with real clients in real situations.
From transitional residency rules to transfer pricing for SMEs, from FIF calculations to cross-border employment structures — we provide clear, actionable advice that accounts for both tax systems simultaneously.
How It Works
A structured process with clear scoping and agreed fees — before any work begins.
Initial Conversation
We start with a no-obligation conversation to understand your situation. Whether it's a complex tax issue, a structuring question, or a cross-border matter — we need to understand the full picture before we advise.
Scoping & Proposal
We scope the engagement clearly and provide a written proposal with agreed fees before any work begins. You'll know exactly what we'll deliver, when, and how much it will cost. No surprises.
Research & Analysis
We conduct thorough research, analyse the relevant legislation, and develop our advice. For complex matters, we draw on our network of specialist legal and tax professionals.
Delivery & Implementation
We present our findings and recommendations in plain language — no jargon, no ambiguity. Where needed, we help you implement the recommended structure or strategy.
Transparent Consulting Fees
No monthly subscription. No lock-in. Just clear, upfront pricing.
Project or Hourly
Consulting engagements are quoted per project or charged at $350+GST per hour. We'll scope the work and agree on fees before we start — no surprises.
For larger or more complex engagements, we provide a fixed-fee proposal after an initial scoping conversation. You'll know exactly what you're paying and what you're getting.
Discuss Your ProjectRelated Services
Industries We Serve
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Got a Complex Tax Question?
Whether it's a structuring challenge, a trans-Tasman question, an IRD dispute, or a property transaction — we're here to help you navigate it with confidence.