WHO WE ARE?
We are a boutique one-stop Chartered Accountant firm providing accounting, tax, commercial and residential property consulting and training services to locals, migrants and businesses.
We specialise in cross border tax for migrants/expats, taxation on land transactions, IRD disputes and resolutions and small and medium business tax. We can speak Cantonese, Mandarin and English.
Our mission is to help taxpayers protect and grow wealth through our experience and knowledge.
Our Director, Connie, is a Chartered Accountant, property consultant and tax-lecturer.
She had worked at a Big Four, Mid-Tier and small Chartered Accountant firms specialising in land transactions, cross border taxation for migrants, IRD disputes and resolutions and small and medium business tax.
She had also assisted and advised residential and commercial landlords with portfolio size of $1 million to $10 million.
Her industry experience includes property construction/development, immigrant/expat taxes, property related businesses (e.g. Architecture, Engineering and Property Management firms) and many more.
We strive to provide quality, affordable and efficient services to our clients and assist them to achieve their financial freedom. We outline below our main points of difference.
More than 10 years of tax, accounting and property experience (Big Four & Mid-Tier) - MTAXS(Hon), BCOM/BPROP, REA
Value added, affordable & efficient services
1) Everything we do adheres to our unique wealth model
2) We provide for a financial Family Office
What Clients Are Saying
Connie is a hard working and knowledgeable professional. Over the months that I've known Connie, she has demonstrated attention to detail and a commitment to getting the job done for her clients. She is well versed in New Zealand tax laws and has helped me by providing professional advice re New Zealand taxes and preparing GST returns.
Andrew L (Business owner)
For past University students' feedback of our courses, click here
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