Monthly Accounting Fees for Long Term Hold Property Investors

 

MONTHLY FEES AND COST  -  ANNUAL FINANCIAL STATEMENTS AND TAX RETURNS

 

MONTHLY ACCOUNTING FEES FOR LONG TERM HOLD PROPERTY INVESTORS

Number of Properties

Financial Statements & Tax Returns*

Add ½ hour meeting with Ross

Add ½ hour meeting with Ross and Property Questions**

1

$130

$150

$165

2

$142

$162

$177

3

$154

$174

$189

4

$166

$186

$201

5

$178

$198

$213

6

$190

$210

$225

Terms and Conditions:

All prices are GST inclusive

All prices are monthly

All prices include the cost of monthly Xero fees

*   Includes one purchase or one sale of a property within the financial year

** See Property Investor offer https://www.cswaikato.co.nz/index.php?option=com_content&view=article&id=91&Itemid=125

Must be on Xero Cashbook version and use Coombe Smith Rental Template (part of Xero set up)

Must run all transactions through the Rental bank account, or use Xero to correctly add Expenses Paid Privately.

Must use Folders supplied to provide information

Subject to Two Year Set Up Fee Acceptance

1 Month Set Up Fee charged at start to set up Xero and to provide training and help.

 

If you own a rental property, each year we would normally complete your financial statements and tax returns.  By specialising in property, we know all the tips and tricks to maximise your tax benefits and to either reduce your tax as much as legally possible, or to maximise any possible tax refund.  We are also up to date with recent property changes such as Brightline Test and Ring Fencing of losses.

 If you are looking for the cheapest, that is not us.  We feel that we provide the best!

 

  • We have a Double Review Process to ensure you are getting the best result:

- An accounting team member completes your financial statements.

- Then Karen, our Accounting Manager, with over 20 years of experience in Chartered Accounting firms, reviews the accounts to ensure they are accurate. 

- Ross then reviews the accounts, and mainly looks at the bigger picture.  Is the shareholding the best for you?  Could we restructure to be more tax effective?  Could something be done to improve asset protection?

 

  • We deal in property every day and all day. So we ensure you do things right - such as have chattels valuations done by Valuit to maximise your depreciation.

 

To save you time and money, we would like you to go on Xero Cashbook version.  By doing this, we can be more efficient, and you can get the best result, at a slightly cheaper cost.  Having Xero also means you have monthly reports to show how your rentals are going, can compare to budget and can split by property.  Xero memorisations also make your life easy!

 

 
 
 
 

Contact Us

For further enquiries or to arrange a free 10-minute no-obligation phone consultation about
your situation and what Coombe Smith can do for you, please email, phone or fill out our contact form. 

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