Accounting and tax services for Auckland business owners — with the fee listed next to every service

Four services, one accountant, one fixed annual fee. Optimal Accountants is a CA ANZ Chartered Accountant-led firm and IRD-registered tax agent on Auckland's North Shore, working in English and Mandarin.

✅ CA ANZ full member　✅ North Shore local　✅ Many years of experience　✅ 中文 · English

"I just want one person who does the tax return, the GST and the company paperwork — not three."

"I have a company, a rental and a trust, and I'm never sure which return covers what."

"I've been quoted 'it depends' by three accountants. I want a number."

Our four services

1. Tax and GST returns — from $700 +GST (personal) · GST from $110 per period +GST

Annual income tax returns for individuals, sole traders, companies, trusts and partnerships, plus GST returns filed on your monthly, two-monthly or six-monthly cycle. We reconcile the bank, work out what is payable or refundable, and file through the tax agent channel. → Details: Tax & GST Returns

2. Rental property accounting — $350 per property +GST

A financial statement for each rental property, with the rules that catch landlords — mortgage-interest deductibility, ring-fenced losses, bright-line — flagged early. Residential and commercial, held personally, through a company or through a trust. → Details: Rental Property Accounting

3. Company and trust compliance — from $900 +GST

Annual financial statements and tax return for your company or trust, the Companies Office annual return, and the trust records that need to be kept each year, all packaged into one fixed fee. → Details: Company & Trust Compliance

4. Business advisory and cash flow forecasting — our flagship service (quoted per business)

A forward-looking cash plan, not just last year's history. We map the cash coming in and going out month by month, flag the tax payments and large bills ahead of time, and give you numbers you can take to the bank. → Details: Business Advisory & Cash Flow Forecasting

Why us

Genuinely bilingual — English or Mandarin for every meeting, email and IRD letter. Fixed, transparent fees — written fixed quote before work starts; no hourly billing. Local, and we know owner-operated business — Rosedale office, many years of experience. Digital, on Xero — bank feeds, real-time numbers, no shoebox.

Transparent pricing

Personal income tax return — Fee (excluding GST): from $700 +GST

Company or trust — annual accounts + tax return — Fee (excluding GST): from $900 +GST

GST return — Fee (excluding GST): from $110 per period +GST

Rental property financial statements — Fee (excluding GST): $350 per property +GST

Business advisory and cash flow forecasting — Fee (excluding GST): quoted after the free consultation

*Transparent pricing, no hidden fees — leave your details below for an accurate quote for your situation.*

What clients say

"They are an excellent finance team! Easy to communicate with! They always resolved my financial problems meticulously, patiently, and promptly. Thank you!"
— Claire (Google review)

"Excellent service, professional advice was given and helped me a lot. Thank you so much!"
— Barron Miller (Google Local Guide)

Rated 5.0 on Google.

Leave your details — we'll contact you within 1 working day

Optimal Accountants Limited · Level 3, Candida Building, 4/61 Constellation Drive, Rosedale, Auckland 0632 (North Shore) Phone 021 202 4028 · Email info@optimalaccountants.co.nz

Let's talk for 15 minutes and see what hassle we can take off your plate — no charge, no sales pitch, no pressure.

Frequently asked questions

What does an accountant charge in Auckland for a small business? Our fees are published: personal tax return from $700 +GST, company or trust annual accounts and tax return from $900 +GST, GST returns from $110 per period +GST, rental property statements $350 per property +GST. The exact fixed fee for your business is confirmed in writing at the free consultation, before any work starts.

Can one accountant handle my company, my rental and my personal tax? Yes, and it is better that way. The company return, the rental statements and your personal return depend on each other — shareholder salary, dividends, rental profit or loss all flow into your personal return. One firm doing all three means the numbers agree and nothing is filed twice or missed.

Which service do I need if I have just registered a company? Start with company and trust compliance: annual accounts and the company tax return from $900 +GST, plus GST returns if you are registered. If cash is tight in the first year, add cash flow forecasting so you can see tax and supplier payments coming. We will tell you which applies at the free consultation.

Do I need to use Xero to work with you? No, but most clients do. Xero connects to your bank so transactions arrive automatically, we reconcile and code them, and you can see your position any time. If you are on another system or a spreadsheet, we will move you across or work with what you have.

Do you only serve the North Shore? No. Our office is in Rosedale on Auckland's North Shore, and clients are welcome in person, but we work with business owners across Auckland and New Zealand through Xero, email, phone and video, in English or Mandarin.

Is switching accountants difficult? No, and you do very little of it. Once you confirm, we contact your previous accountant for the handover records and update the tax agent linkage with Inland Revenue. Most clients sign a couple of authority forms and the rest happens between the two firms.