Specialist
Xero Migration
Partner status
Gold champion partner
Experience
Partner since 2008
Certification
Xero advisor certified
About us
We specialize in small and medium businesses, we promise to care about your business and work hard to help you succeed. We promise to help you structure your affairs to minimize tax on income and protect family assets. To that end our xero qualified accountant will help you every step of the way, and we promise competitive rates. Just ask us.
Affiliations
- Accountants + Tax Agents Institute of NZ
- Chartered Accountants of Australia & New Zealand
Tax & Trust: Bank experience
Clients of Tax & Trust connect to a range of banks via Xero. Tax & Trust specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.
Bank connections
- ANZ (NZ)
- ASB (NZ)
- BNZ (NZ)
- Kiwibank (NZ)
- NBS (NZ)
- PayPal
- TSB Bank (NZ)
- Westpac (NZ)
Tax & Trust: Industry experience
Tax & Trust works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.
Industries Served
- Accommodation and hospitality
- Administration and support services
- Construction and trades
- Education
- Media and communications
- Not-for-profit
- Professional services
- Real estate and hiring services
- Repairs and personal services
- Retail
- Arts and recreation
Tax & Trust : App experience
Tax & Trust serves clients who use 4 different apps that connect and integrate with Xero.
Find us
Tax & Trust has an office in 1 location
- Auckland
4011 Great North Road, Glen Eden, Auckland, 0602
New to Xero? Tax & Trust can help
Xero is beautiful online accounting software for smaller businesses. Tax & Trust can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
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3 Years Xerocon Attendance ?The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
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Partner since 2008
Awards
- Xero Set Up Expert 2017 NZ
Please note, Xero doesn't guarantee the service of any one advisor
We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.
Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.
Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.