Tax & Trust Professionals work with a whole range of organizations and businesses to make sure we can offer the best service to our clients.
Your friendly local accountants. Helping clients grow their business and stay compliant with all government obligations.
We prepare both personal and tax company returns, and we will give you reminders of your provisional tax payments throughout the year. We can negotiate with you for payment terms that suit you and your business.
If you’re not used to it, dealing with the Inland Revenue and other government agencies can be confusing, stressful and time consuming. Our goal is to take this load off your shoulders and minimise your stress.
So if you’ve got a tax issue that’s keeping you up at night or you’ve got a question about your tax situation then get in touch today – we’re happy to help.
We have been in the business for 12+ years, helping clients grow their businesses and manage their taxation. With over 50 years of combined experience across the Tax & Trust staff.
When you meet us, you’ll soon discover we are not just about the numbers. We enjoy getting to know and learning more about you and your business in a professional manner.
You will always get a fair and firm price upfront so there are no nasty surprises of hidden or unexpected fees. We are efficient, which leads to quick turnaround times.
Michelle started her accounting career in 1983 when she was employed in a medium sized Chartered Accountant office. Still employed in 1987 she qualified as a Society of Chartered Accountants New Zealand Member.
In 2004 Michelle joined the Accountants & Tax Agents Institute of New Zealand (ATAINZ) and began her dream of opening her own accounting business. She worked part time from home and quickly the firm grew, so in 2009, in the middle of the recession, she opened the Kelston branch.
"Everyday I value my work, as each day is varied. One moment I will be helping a client face a huge tax problem and in the same day, I can be discussing how best to structure a business to minimise legitimately their tax obligations. Or I may be helping a client learn how to pay their taxes online or manage their Xero files better. Then with another client the same day, I can be discussing company obligations and cover how a change in a particular part of tax law affects them specifically. I have a variety of clients from all walks of life but the majority of my clients have small businesses, many clients are self-employed, and I also have many clients with existing Trusts and rental properties; because from the start of my business, I have specialised in those areas. I do enjoy helping clients surmount tax debt problems and overcoming their initial difficulties. Sometimes taxation supervision is required by Official Assignee or the Inland Revenue. I also have many retired clients some of whom have investment portfolios or overseas pensions and still need each year to file tax returns."
"I enjoy helping others where I can both with filing and paying their taxes and also business advice from what I have learnt from my own business success and watching the different clients and how they succeed or not depending upon what they do with their business. I am pleased that under Tax & Trust Professionals the majority of our new businesses clients succeed, grow their business to the extent they want to, pay their appropriate portion of tax and enjoy many good things that financial success brings."
"My favourite part of my work is seeing clients surpass their dreams of what their business can become, and I enjoying working closely with my clients as we make it happen together. I love motivating clients to 'just do it'. I also enjoy introducing my clients to new technologies, such as Banklink and Xero, which can help prevent problems and minimise their time and cost in compliance work."
"Outside of work I enjoy reading, swimming and scrapbooking, this includes organising times to meet with others who enjoy crafting with paper. I am active in my church, I also regularly take time out to recharge my energy with holidays in my vintage caravan and often ride as pillion on my husband’s Triumph motorbike. I have four children. Only two of these have left home, my husband Grant also has 4 older children."
"Michelle is a very good boss with a good heart. She is so keen to help staff and her clients when they have tax problems. I appreciate her generosity."
"Michelle is a very kind woman who treats people with respect. Michelle is a real nice boss that listens to staff and takes care of them."
"Michelle gets genuinely excited about making a client’s situation better. She loves to give good news and will work very hard to do that for each and every person that walks through our door."
"My mum (Michelle), is one of the most hard-working people I have ever met in my life. She sincerely cares about her clients; as good and bad news is shared with kindred passion and emotion. I am extremely lucky to have been raised by her. I genuinely appreciate her in her entirety."
"Michelle is always there to talk to and is never judgemental. She is not often without a smile and her kindness radiates from her heart! Michelle is one of the most genuine people I know and I feel very lucky to have her as my boss!"
Susanna Burton has over 25 years of experience taking photos, she has taken many photos of the Tax & Trust team over the years. As you can see, they are all very high quaility.
If you need professional photos for a special event, we recommend checking her out. Susanna Burton Photography.
After graduating from Massey University with a post-graduate diploma in accounting, Limean started working with Michelle in late 2005. During this time, he has watched the team grow, and now one of his favourite aspects of Tax and Trust is the team. With regards to his work here, he enjoys working on GST clients annual work, as Tax & Trust generally have complete records prior to starting, which is great as it means no waiting for queries!
"I value the more than ten years experience I have, the hard work I do to satisfy the client's needs and building the strong relationship with them. I enjoy making the clients that have made tax savings feel so happy with our firm service."
"Outside of work I enjoy watching movies, listening to music, walking, cycling and playing with my two adorable children"
"I enjoy Limean's diligence in attacking problems, he is trustworthy and accurate. He is also very consistent and competent. I appreciate Limean's passion for his work. He has a variety of clients but hates it when clients don’t answer his queries and work gets behind and delayed."
"Limean is a very friendly person; I have had this feeling since the first day that I worked at TTP; he is talkative, interested in everything, a happy man, and a good friend."
"Limean is a very caring person; he always asks how you are and how your day is going. He’s never too busy to answer a question or to take care of everyone."
"Limean inspires me with his dedication, his loving character, and funny stories (Usually about his kids). He is a hard worker, and a good father."
"Limean has a wonderful sense of humour and I often find myself having a laugh with him. His energy is inspiring and he will always take the time to listen and help."
Danny was born in Qingdao in China and immigrated to New Zealand in 2003 to study accounting. As a student, he began working at Tax & Trust on a voluntary basis, however upon graduating in 2008 he joined the team as a full-time accountant. He has stayed with Tax & Trust as he enjoys the family-orientated values, and how friendly the rest of the team is. As an accountant, he enjoys helping clients resolve their taxation problems and giving them the advice needed to help clients grow their business. Danny is based in the Kelston branch, however, he does still meet clients in the Henderson office when required.
"It is nice to see clients feel happy and satisfied when I finish the accounts and returns and relief from tax problem. It is also enjoyable to talk to them to solve their questions and see their positive response to queries sorted quick and correct."
"Outside of work, I like to play games (casually), sports including swimming, running and badminton. Reading is another precious and enjoyable thing I do.
"Danny often is left in charge of Kelston and seems to give clients confidence in his answers to problems. If I send a complicated international tax problem to Danny he will try his best to work out answers. He is a great sounding board for me. Danny is a reliable person and good to have on our team."
"Danny is a quiet, but a good listener. He is very friendly and always there to help when needed. I enjoy his company."
"Working with Danny can be surprising, he is quiet most of the time and then when you need it he will have the right answer or the right suggestion to help with your problem. He’s always willing to help with anything and does it with a smile."
"Danny's smile and humor is very charming, he is always cheerful and relaxed. Which allows the staff to remain in a good mood. I see him as the 'cool cat' of the team with his leather jackets, sunglasses and sports. All he needs now is a motorbike!"
"Danny is always happy and helpful! He has a good relationship with his clients and will always be available if they drop in to ask him something."
Barbara has been a client for over 4 years. A sweet and caring client, we greatly appreciate her, and are very happy to see her every year.
Rhonda started working at Tax and Trust in 2009 after five years working as a receptionist in various firms in Auckland. She has worked for trade companies, shipping companies and a real estate office, all of her roles have been customer service orientated.
"I get a lot of satisfaction from a job done well and comprehensively. My satisfaction stems from making sure the client is happy and has all their questions and concerns answered. I’ve always loved customer service and take pride in trying to make everyone feel welcome."
"When not at work I’m looking after my two lovely boys. We do play centre two days a week and get very messy playing with water, sand and paint. We have recently moved to Helensville and love the community feel out there. My husband and love having the extra land to build a small fruit orchard and house a few chickens."
"The office works best when Rhonda is around. She just knows so much and can handle almost any administration problem that comes her way. If the filing has mounted up, Rhonda will fix that too. Nothing is too complicated and she approaches everything with a smile."
"Rhonda is a magic girl in the office. If I have any problems, the person that I look for is Rhonda. She is so fast and efficient to fix things."
"Rhonda is a very helpful to the staff at work; I feel she can solve everything asked for; she is talented, gentle and kind."
"I greatly appreciate Rhonda; she has similar interests (including gaming), and when she is in the office, I feel a lot more relaxed. Rhonda has a calming presence, which makes working with her fun and stress-free."
"I love working with Rhonda. Her knowledge has helped me immensely with my job and her sense of humour keeps me smiling. She is an absolute treasure and a delight to have around the office."
Eddie has been a client for over 6 years. We have seen his business grow, and with his humor and friendly personality, he is always a pleasure to see.
Johnny joined Tax & Trust Professionals in July 2013, working full-time, and studying part time, doing a Bachelor of Computing. He also has a secondary part-time job at Spectrum, looking after his down-syndrome brother as a caregiver. In late 2015, Johnny picked up a third job, working as a Logistics Manager for a online electronic store.
"I value the opinions and satisfaction of our clients; I like to see them walk out of our office cheerful and appreciative of our service. It is hard work and dedication that allows TTP to offer the best service to our clients. I am proud to be a part of that."
"Outside of work, I am a huge enthusiast of PC games, and enjoy watching movies, anime, and TV shows. I take pleasure in my lifestyle and strive to do good."
"I like getting to know my son as an adult. I feel lucky to be in this position of having him working for me full-time. No day is a dull day with John around. I thank him for all he does to keep me from taking this job too seriously."
"Johnny is friendly and very helpful; he is great at talking with the clients, both through the phone call and walk-in customers. He entertains the staff; it is so fun to work with him."
"Johnny has fantastic IT skills; showcased clearly with the website design, he is creative and professional. Johnny likes to joke and make all the staff laugh and remain happy. He has good ideas. Johnny is an intelligent person and very cheeky."
"Johnny is a very friendly and exciting person. He brings brightness and cheekiness to our team that was a bit lacking before he joined us. You can rely on him to have a smile and positive attitude every day."
"Johnny is a real character! His love of IT and all things to do with computers and his genuine ‘shock’ when people like myself have no interest in computers, other than to use them for work fascinate me. Johnny has an amazing ability to deal with people from all lifestyles and he always does it with a smile."
Diane has an extensive background in administration and office management and we are glad too see that she utilises these abilities in here position as Workflow Manager.
"I value the time I spend helping our clients. Whether it be by email, phone, post or face-to-face contact, the rapport that I build with them is important to me. The customers need to know they can rely on me to provide them with the right information and they can feel comfortable approaching me with any queries they have."
"Outside of work, I enjoy socialising with friends and family; it gives me great pleasure and is my favourite thing when I am not working. I also enjoy art, reading, music, gardening and all motor-sport."
"I appreciate that I can trust Diane to look after the Kelston office for me, and this includes problematic situations that happen from time to time. Diane is always cheerful and looking on the bright side of life and this is good for us to be around too. She encourages clients and many have commented to me about how friendly she is."
"Diane is a quick response person. Whenever you ask her to do something, she will do it for you promptly. She has excellent communication skills to talk and deal with the clients."
"Diane is a pet lover; she is kind to people and animals. She is organised and works extremely hard. I love to talk with her."
"The warmth that comes from Diane is amazing. She makes everyone feel welcome and included. You can call her with any problem or question and she will help you straight away and while she does it, she will brighten your day too."
"I enjoy Diane's professionalism; she is always keeping things organised and is there to help when things pile up. I greatly appreciate her tenacity and her caring attitude."
Xero is online accounting software that has been designed for small to medium sized businesses. It makes managing the financial health of your business more transparent, straightforward and fun. Xero runs in the cloud so its easy to collaborate with us as we’re both looking at the same real-time information from your business.
Tax & Trust Professionals work with a whole range of organizations and businesses to make sure we can offer the best service to our clients.
She listened to my concerns and fears over my finances and put my mind to rest. I’ve been with her for 8 years and would recommend her to anybody.
They have the best prices, are local, and very easy to talk to and get hold of. I’ve been with them for over 10 years!
Thank you so much for all your effort! I owe my life to you!!! You have no idea how happy I am!!!
We offer a free thirty-minute consultation, where you will sit down with one of our highly qualified accountants, and discuss what you need from us. We will offer you a written Engagement Letter, with the cost of the work that needs doing, and if you are happy with the price, we can continue; otherwise you can walk away obligation free!Contact Us
If you would like us to give you a call regarding your free consultation, or would just like us to get in touch, please fill out the adjacent form. Alternatively, you can use the contact information seen below.
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