Accountant on Auckland's North Shore — company accounts, GST and tax returns at fixed fees
Optimal Accountants Limited is an accounting and tax practice in Rosedale, on Auckland's North Shore. We prepare annual accounts, income tax returns and GST returns for small businesses, companies, trusts, landlords and individuals. Your work is handled with Zitai (Ted) Liang, Chartered Accountant (CA ANZ), through an IRD-registered tax agent. Every fee is fixed and confirmed in writing before we start, and we work in English and Mandarin.
Where we are
Level 3, Candida Building, 4/61 Constellation Drive, Rosedale, Auckland 0632. Open Monday to Friday, 8:30am to 6pm.
Our clients come from across the North Shore: Albany, Takapuna, Glenfield, Browns Bay, Milford, Northcote, Birkenhead, Devonport, Torbay and up to Orewa. We also work with clients anywhere in New Zealand by email and video call, so you never have to come into the office unless you want to.
What we do, and what it costs
Company or trust annual accounts and tax return: from $900 +GST. Financial statements, the income tax return and the Companies Office annual return, as one package.
GST returns: from $110 per period +GST. Prepared from your Xero or bank records and filed on your cycle.
Personal income tax return: from $700 +GST. For self-employed people, shareholders, trustees and anyone with income IRD does not see automatically.
Rental property financial statements: $350 per property +GST. Income, expenses, interest and depreciation for each property, ready for your return.
Cash flow forecasts and business advice: quoted for the job before any work starts.
The fee is agreed in writing up front. There is no hourly billing and no year-end surprise.
Who we work with
Owner-operated businesses, sole traders, small companies, family trusts, property investors and individuals. If you run your business yourself, we explain what is due, when, and why, in plain language.
How it works
A free 15-minute conversation, by phone or video. You tell us what you have and what is worrying you.
A written fixed fee for the year, so you know the cost before anything starts.
You send your records. Bank statements or Xero access is usually enough to begin; we tell you exactly what else we need.
We prepare the accounts and returns, you review them, and we file them through the tax agent channel.
We tell you what is due next and when, so nothing arrives as a surprise from IRD.
Frequently asked questions
How much does an accountant cost on the North Shore?
At Optimal Accountants, a company or trust's annual accounts and tax return are from $900 +GST, GST returns are from $110 per period +GST, and a personal tax return is from $700 +GST. Rental property statements are $350 per property +GST. The fee is fixed and confirmed in writing before we start.
Do I need to come into the office?
No. Most clients send records by email or give us Xero access, and we meet by phone or video call. You are welcome at the Rosedale office if you prefer to meet in person.
Can you take over from my current accountant?
Yes. With your authority we link you to our tax agent account with IRD and ask your previous accountant for last year's accounts, so you do not have to chase anything.
Do I need to register for GST?
Registration is compulsory once your turnover reaches $60,000 in the last 12 months, or you expect it to reach $60,000 in the next 12 months (Inland Revenue). Below that, registering is optional, and we can tell you whether it is worth it for your business.
Do you work in Mandarin?
Yes. We work in English and Mandarin. Our Chinese-language page is here: Chinese-speaking accountant in Auckland.
Talk to us
Optimal Accountants Limited · Level 3, Candida Building, 4/61 Constellation Drive, Rosedale, Auckland 0632 · Phone 021 202 4028 · Email info@optimalaccountants.co.nz · We reply within one working day.
Book a free 15-minute conversation. No charge and no pressure.