IBBZ Accounting

Chartered Accountants & Tax Specialist

 

For individual

Taxation is a complicated area and it has undergone many changes over the years. The system has become more complex from the planning to reporting processes, which makes it harder for individuals to follow. We have an increasing number of individuals who seek our services to deal adequately with their tax reporting obligations. Our speciality is to do tax planning for different situations, such as:

• inherit a significant sum of money;

• receive stock options from your employer;

• become an independent contractor;

• start up a business on your own (proprietorship);

• start up a business with a partner (partnership);

• acquire a rental property;

• acquire investments through your advisor that you find increasingly difficult to understand;

• become separated from your spouse; or

• become responsible for the tax filing obligations of others (informally, as a responsible family member or formally, as a trustee or executor)

 

With our tax planning advice we can help you find answers to questions such as:

• When can I afford to retire?

• How can I structure my investments to minimise current taxes?

• Does it make sense to buy more insurance?

• Is there a place for trusts in my financial or estate plans?

• How can I split income with members of my family?

• Does it make sense to borrow for investment purposes?

 

Testimonials

Emma Phillips
03-August-2020
Fantastic team at IBBZ! They have helped me immensely with overseas income and tax, response time is almost immediate, and all questions are thoroughly answered.
Very trustworthy.
Jabin Lamble
29-July-2020
Becoming a contractor after being on PAYE my whole life I thought how hard your own tax can doing be so for the first 3 years I did it myself and messed it up big time! I ended up owing IRD money accumulating penalties and interest with business running completely in the red. From the first meeting Ibbz were helpful, understanding, and willing to work out a payment plan for their services. They successfully negotiated with IRD on my behalf and sorted my tax issues out. They also do my returns for me and help to stop any issues before they start!
Jamie Sanders
01-July-2020
IBBZ Accounting was very helpful in sorting out my overseas income. They responded quickly and answered all my questions. I would definitely recommend IBBZ, especially for complicated or overseas tax filing.