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All submissions of the above consultation form will remain confidential. Once a submission has been made one of the TMA team will get back to you within 72 hours.

ABOUT

We can do it all for you, so you don't have to!

Do you have tax returns to complete?
Are you thinking of starting a new business?
Do you need your business accounts sorted?

Keeping it simple and cost effective, without our clients having to spend too much time on paperwork, so that they can have the lifestyle they desire, is what we aim to help our clients achieve.

For all of your Business advice, including:
• Company Formations
• Financial Statements
• Tax Requirements
• Trusts

We have been Accountants and Taxation Agents for the past 30 years and our clients have full confidence in the services we provide.

We have a very family friendly professional team of Accountants working mainly with small to medium sized enterprises and “getting it right” is most important to us.

We are Registered Tax Agents with the New Zealand Inland Revenue Department.

John Gibson

B.Com – Auckland University 1975, Qualified Accountant since 1978
Director/Owner of Taxation and Management Advisors Limited since July 1985

Contact: (09) 623 6863 (Ext 1)

Email: john@tma.net.nz

Office hours: 7am – 4pm Monday – Thursday

Susan Hibbard

Qualified Accountant
Senior Accountant with Taxation and Management Advisors Ltd since March 2002

Contact: (09) 623 6863 (Ext 3)

Email: susan@tma.net.nz

Office Hours: 9.00 am to 3.15 pm Monday – Friday

Karen Evans

BBS, Dip Tchg – Massey University – Qualified Accountant
Senior Accountant with Taxation and Management Advisors Ltd since March 2005

Contact: (09) 623 6863 (Ext 2)

Email: karen@tma.net.nz

Office Hours 8.30 am to 5 pm Monday – Thursday

Margaret Liese

Administrator St Benedicts St Office
Administrator with Taxation and Management Advisors Ltd since October 2007 and for five years from 1985 – 1992

Contact: (09) 623 6863  (Ext 0)

Email: margaret@tma.net.nz

Office Hours: 7.00 am – 2.00 pm Monday – Thursday

Lynette Gibson

Director/Owner/Administrator of Taxation and Management Advisors Ltd since July 1985 West Harbour Office

Contact: (09) 4165780

Email: lynette@seakiwi.com

Office Hours: 8.30 am – 5.00 pm Monday – Thursday

Tax Returns Filed

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Clients

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Years Providing Accounting and Tax Advice

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Audit Shield

Audit activity is prevalent and can affect you.
Are you protected by Audit Shield?

What is the Audit Shield Master Policy?
Our Audit Shield Master Policy provides for the payment of professional fees incurred in the event that you are selected for an audit, enquiry, investigation or review instigated by Inland Revenue (IR). The cost of being properly represented can be quite considerable depending on the circumstances. Even a simple enquiry can require hours of work.

What does Audit Shield cover?
All professional fees up to a prescribed limit (with no excess) are covered when you engage us in audit activity matters. Our fees in addition to legal fees, bookkeeping fees and other specialist professional advisor fees required to assist us in our responses are covered. Audit Shield is retrospective, so all previously lodged returns are also included in the coverage. Income Tax, Risk Reviews, GST, PAYE, Fringe Benefits Tax and Resident Withholding Tax are just a few items which are included in the Audit Shield coverage!

Is Audit Shield right for you?
All of our clients can take advantage of Audit Shield. A tax deduction should ordinarily be claimable for your payment if you are in business or self-employed. Anyone can be targeted, even if their lodgements are accurate. It is not a reflection on the quality of work from your accountant. With this in mind, we offer you the opportunity to protect yourself with Audit Shield.

Would you like more information?

If you would like to learn more about Audit Shield, please ask your accountant or one of our team members.

It can happen to you!

IR initially undertook a Client Risk Review of a financial services business. Later this expanded into a full audit in respect to Income Tax and GST compliance matters. The total professional fees of $17,850 were fully covered by Audit Shield.

Testimonials

  "They (John Gibson and Karen Evans) are extremely approachable, open and honest. They are thorough professionals with a very friendly attitude and for them, nothing is too small or too big to discuss and/or help with. They have also provided guidance to many of our acquaintances and friends as and when needed. I very highly recommend their services if you are looking for honesty, integrity, efficiency, expertise, service & easy approachability."

Mr. Vipul Upadhyay FRCSEd, FRACS

"We have been very lucky over the past 20 years to have been guided and served by John Gibson and his competent staff. Our requirements were not just 'nuts and bolts' yearly business accounting but planning for the future of our estate through the use of trusts that are a specialty of Johns. As time has progressed he has also become involved in administering the accounting and trust evolution of our extended family. We all have the highest regard for John's integrity, his professionalism, his attention to details and his caring, enquiring personality that takes all of the mystery and stress out of our accounting and trust obligations."

Grant & Viv Robertson

"I have been dealing with John Gibson and TMA for more than 25 years both for my business and personal taxes and for broader business advice. John is excellent to deal with, both on a personal level with his manner but also with the quality of advice he provides. I would recommend TMA and John to anybody wanting great service with a personal touch. Garry Christini, Owner Operator, New World Browns Bay."

Garry Christini

"Anderson Family have been clients of Taxation & Management Advisors Ltd for a number of years since 1996 with him being associated with our business Orewa Super Market Ltd (trading as “Orewa New World”) as well as our Family Trust’s and for our Grandchildren. John Gibson in my opinion is rated 15 out of 10 and we have been most privileged in having him do our Annual Accounts and Taxation matters all these years and hope for many more in the future."

Peter Anderson

"I started our business in 1991 and from the beginning, John has been our Accountant and Business Advisor. We are convinced that with John's guidance and professionalism we have succeeded in achieving a profitable business. He has also given us a lot of personal advice and suggestions in any financial dealing that we have under taken."

Jim Talboys