Tax & Trust

Accountant · 4011 Great North Road, Glen Eden, Auckland

  • Xero Migration

    Specialist

    Xero Migration
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2008

    Experience

    Partner since 2008
  • Xero advisor certified

    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

Find us on the web

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.



Connected apps

Find us

Tax & Trust has an office in 1 location

Auckland

4011 Great North Road, Glen Eden, Auckland, 0602

+64 9 818 1688

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.

  • 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.
  • 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.