Specialists In Reducing Tax Costs For Businesses
About Us
We are a boutique chartered accounting firm, with specialist tax expertise. We focus on commercial and pragmatic solutions.
We provide the normal range of services you would expect from accountants, other than audit/assurance engagements. Our specialist tax experience means our clients often have more complex tax requirements.
Our clients range from small to large across most industries including:
- Small and medium businesses.
- Commercial property developers and investors.
- Technology start-up businesses.
- Family offices.
We strive to be easy to deal with:
- Principals are closely involved with your work; you don’t get passed down the line.
- We’re responsive and prioritise your questions and requests.
- We use plain language wherever possible and provide real recommendations.
- We prefer and use Xero.
- We have reasonable fees and can provide an indication of these before commencing an engagement.
About Us
We are a boutique chartered accounting firm, with specialist tax expertise. We focus on commercial and pragmatic solutions.
We provide the normal range of services you would expect from accountants, other than audit/assurance engagements. Our specialist tax experience means our clients often have more complex tax requirements.
Our clients range from small to large across most industries including:
- Small and medium businesses.
- Commercial property developers and investors.
- Technology start-up businesses.
- Family offices.
We strive to be easy to deal with:
- Principals are closely involved with your work; you don’t get passed down the line.
- We’re responsive and prioritise your questions and requests.
- We use plain language wherever possible and provide real recommendations.
- We prefer and use Xero.
- We have reasonable fees and can provide an indication of these before commencing an engagement.
About Us
We are a boutique chartered accounting firm, with specialist tax expertise. We focus on commercial and pragmatic solutions.
We provide the normal range of services you would expect from accountants, other than audit/assurance engagements. Our specialist tax experience means our clients often have more complex tax requirements.
Our clients range from small to large across most industries including:
- Small and medium businesses.
- Commercial property developers and investors.
- Technology start-up businesses.
- Family offices.
We strive to be easy to deal with:
- Principals are closely involved with your work; you don’t get passed down the line.
- We’re responsive and prioritise your questions and requests.
- We use plain language wherever possible and provide real recommendations.
- We prefer and use Xero.
- We have reasonable fees and can provide an indication of these before commencing an engagement.
Specialist Expertise
We have over 75 years of collective SME tax consulting experience. We have the skills to identify and resolve tax opportunities and difficulties, as well as preparing your tax returns.
When we take on clients, we often find their legal and business structures are not fit for purpose; they’ve developed over years and don’t fit current requirements. We can assist to get your foundations right.
Business has many more opportunities and challenges than accounting and tax. We provide many clients with advice on their strategy, financing, people, operations, systems and processes via advisory boards or on an ad-hoc basis.
We act for many significant Wellington commercial property investors and developers and have personal investment experience.
Technology start-ups have their own specialist needs including founder arrangements, employee shares, regular management reporting, cap tables, shareholder reporting.
We can prepare, or help you prepare, your regular periodic and annual accounting and tax returns.
Specialist Expertise
We have over 75 years of collective SME tax consulting experience. We have the skills to identify and resolve tax opportunities and difficulties, as well as preparing your tax returns.
When we take on clients, we often find their legal and business structures are not fit for purpose; they’ve developed over years and don’t fit current requirements. We can assist to get your foundations right.
Business has many more opportunities and challenges than accounting and tax. We provide many clients with advice on their strategy, financing, people, operations, systems and processes via advisory boards or on an ad-hoc basis.
We act for many significant Wellington commercial property investors and developers and have personal investment experience.
Technology start-ups have their own specialist needs including founder arrangements, employee shares, regular management reporting, cap tables, shareholder reporting.
We can prepare, or help you prepare, your regular periodic and annual accounting and tax returns.
Specialist Expertise
We have over 75 years of collective SME tax consulting experience. We have the skills to identify and resolve tax opportunities and difficulties, as well as preparing your tax returns.
When we take on clients, we often find their legal and business structures are not fit for purpose; they’ve developed over years and don’t fit current requirements. We can assist to get your foundations right.
Business has many more opportunities and challenges than accounting and tax. We provide many clients with advice on their strategy, financing, people, operations, systems and processes via advisory boards or on an ad-hoc basis.
We act for many significant Wellington commercial property investors and developers and have personal investment experience.
Technology start-ups have their own specialist needs including founder arrangements, employee shares, regular management reporting, cap tables, shareholder reporting.
We can prepare, or help you prepare, your regular periodic and annual accounting and tax returns.
Our Team
Richard Burge
Principal
Richard has significant public accounting and tax consulting experience, initially with the Inland Revenue Department and then over twenty years in a large accounting practice.
Richard’s clients include venture capital funds, charities, trades, professionals, high net-worth families, investors, and technology start-ups.
Richard has written many articles for industry and community publications and has regularly presented on tax topics.
He has an accounting degree and business diplomas from Massey University. Richard is a chartered accountant.
Michelle Dykes
Principal
Michelle’s experience includes over 20 years in large accounting practices. She spent the first 10 years in a big 4 firm focusing on large corporate clients.
Michelle assists a diverse range of clients across a broad spectrum of industries with a focus on property and land transactions, cross border businesses, and those in high growth or change phases.
Michelle also has first-hand experience in property, being a joint owner of both commercial and industrial property. This has given her real practical experience that has been invaluable in assisting clients.
Michelle is a chartered accountant and has been a regular presenter to other accountants and lawyers on a diverse range of topics both in New Zealand and Australia.
Our Team
Richard Burge
Principal
Richard has significant public accounting and tax consulting experience, initially with the Inland Revenue Department and then over twenty years in a large accounting practice.
Richard’s clients include venture capital funds, charities, trades, professionals, high net-worth families, investors, and technology start-ups.
Richard has written many articles for industry and community publications and has regularly presented on tax topics.
He has an accounting degree and business diplomas from Massey University. Richard is a chartered accountant.
Michelle Dykes
Principal
Michelle’s experience includes over 20 years in large accounting practices. She spent the first 10 years in a big 4 firm focusing on large corporate clients.
Michelle assists a diverse range of clients across a broad spectrum of industries with a focus on property and land transactions, cross border businesses, and those in high growth or change phases.
Michelle also has first-hand experience in property, being a joint owner of both commercial and industrial property. This has given her real practical experience that has been invaluable in assisting clients.
Michelle is a chartered accountant and has been a regular presenter to other accountants and lawyers on a diverse range of topics both in New Zealand and Australia.
Our Team
Richard Burge
Principal
Richard has significant public accounting and tax consulting experience, initially with the Inland Revenue Department and then over twenty years in a large accounting practice.
Richard’s clients include venture capital funds, charities, trades, professionals, high net-worth families, investors, and technology start-ups.
Richard has written many articles for industry and community publications and has regularly presented on tax topics.
He has an accounting degree and business diplomas from Massey University. Richard is a chartered accountant.
Michelle Dykes
Principal
Michelle’s experience includes over 20 years in large accounting practices. She spent the first 10 years in a big 4 firm focusing on large corporate clients.
Michelle assists a diverse range of clients across a broad spectrum of industries with a focus on property and land transactions, cross border businesses, and those in high growth or change phases.
Michelle also has first-hand experience in property, being a joint owner of both commercial and industrial property. This has given her real practical experience that has been invaluable in assisting clients.
Michelle is a chartered accountant and has been a regular presenter to other accountants and lawyers on a diverse range of topics both in New Zealand and Australia.
Sandra Edwards
Senior Tax Manager
Sandra’s a specialist tax advisor and an expert in the tax treatment of New Zealand and overseas investments. She advises on financial reporting and tax implications for a number of high net worth families, international businesses and New Zealand medium sized enterprises.
She has over 20 years of accounting and specialist tax experience, both in the UK and New Zealand including as a auditor in a mid-tier firm in the South East of England, a UK big 4 and a national New Zealand accounting practice.
Sandra’s a chartered accountant in the UK and NZ.
John Robertson
Associate
John has over 30 years experience in all aspects of the business advisory field since 1981. Clients have included a wide range of small and large across many business sectors including high net wealth, supermarkets, professionals, investors and property owners.
John loves to work closely with small to medium businesses to assist them to achieve their goals and provide tax and advisory solutions.
John is a chartered accountant and has an Accounting & Business Studies degree from Massey University.
Sandra Edwards
Senior Tax Manager
Sandra’s a specialist tax advisor and an expert in the tax treatment of New Zealand and overseas investments. She advises on financial reporting and tax implications for a number of high net worth families, international businesses and New Zealand medium sized enterprises.
She has over 20 years of accounting and specialist tax experience, both in the UK and New Zealand including as a auditor in a mid-tier firm in the South East of England, a UK big 4 and a national New Zealand accounting practice.
Sandra’s a chartered accountant in the UK and NZ.
John Robertson
Associate
John has over 30 years experience in all aspects of the business advisory field since 1981. Clients have included a wide range of small and large across many business sectors including high net wealth, supermarkets, professionals, investors and property owners.
John loves to work closely with small to medium businesses to assist them to achieve their goals and provide tax and advisory solutions.
John is a chartered accountant and has an Accounting & Business Studies degree from Massey University.
Sandra Edwards
Senior Tax Manager
Sandra’s a specialist tax advisor and an expert in the tax treatment of New Zealand and overseas investments. She advises on financial reporting and tax implications for a number of high net worth families, international businesses and New Zealand medium sized enterprises.
She has over 20 years of accounting and specialist tax experience, both in the UK and New Zealand including as a auditor in a mid-tier firm in the South East of England, a UK big 4 and a national New Zealand accounting practice.
Sandra’s a chartered accountant in the UK and NZ.
John Robertson
Senior Tax Manager
John has over 30 years experience in all aspects of the business advisory field since 1981. Clients have included a wide range of small and large across many business sectors including high net wealth, supermarkets, professionals, investors and property owners.
John loves to work closely with small to medium businesses to assist them to achieve their goals and provide tax and advisory solutions.
John is a chartered accountant and has an Accounting & Business Studies degree from Massey University.