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About Tax & Trust Professionals We love to help our clients grow their businesses. While we still do all the basic compliance accounting that you expect from any accounting professional, our most successful clients are seeking regular business advisory services so that personal freedoms grow faster. We will help your business grow by giving an affordable & personalised service that will guide you to make better business decisions and help make you more money. Tax & Trust Professionals work with a whole range of organizations and businesses to make sure we can offer the best service to our clients. Entrepreneurial businesses need entrepreneurial accountants In the early stages of your business everything is really exciting. You had an idea and turned it into a business, but what happens next? This is such a pivotal time in your business with so many decisions to make and a simple mistake could end up being quite costly. Wouldn’t it be great to have a friendly advisor in your corner, helping you make smart decisions and reducing your stress? That’s where Tax & Trust comes in. We’ll get you on the right track from the start We love working with hardworking people who are passionate about their business. We’ll help you navigate the ups and downs of business, especially during the early stages when there are heaps of decisions to make. We’ll help you get off the ground in the right way and work with you to develop a plan that gets you where you want to be. Start up Structural Business Recommendations We start our process by having a chat with you so we’re on the same page. We’ll talk to you about your business challenges, structures and processes to gain a deep understanding of where you’re currently at. From there, our team will review your existing business structure and provide our recommendations. Our goal here is to protect your assets and potentially save you money on tax. Business Tax Returns Tax gives many business owners nightmares, but it doesn’t have to be that way. Our team will make sure your business meets all its tax requirements and stays compliant with the IRD. Your business tax returns will be completed on time and accurately, but we’ll also do our best to ensure you pay as little tax as legitimately possible. GST returns The last minute tax time scramble can cause a lot of stress for a business owner. We’ll help you stay on top of tasks like GST compliance by preparing and filing your GST returns for you. This frees up your time and reduce any re-work at year-end. Annual Financial Statements With Tax & Trust by your side, you’ll know exactly how your business is performing at any moment. We’ll take care of your annual financial statements and keep you informed as to what to do next. Software Technology is fantastic, but how do you choose which option is right for your business? It’s especially hard now that there are so many software providers and apps to choose from. We’re tech lovers here at Tax & Trust, so we can help you find the most suitable solution for you. Our team will not only deliver advice during the search for a solution, we’ll also help you implement that software and provide ongoing support as you need it. Business Plans Your business is ticking along but what happens next? How are you going to reach those goals you set when you started? Our team can help you with all this and more as part of our business planning service. We’ll sit down with you to work out what your dreams are and then get you on the right track to reach them.

FINANCIAL SUCCESS IS ABOUT MORE THAN JUST KEEPING YOUR BOOKS IN ORDER That’s why we go far beyond dealing with compliance issues. Our tailored development strategies and advice will help you build your business — and you’ll stay tax compliant without paying more than you need to. Make use of our wide range of accounting and advisory services. Contact us to choose the right service package for you. SERVICES WITH A PERSONAL TOUCH WITH YOU EVERY STEP OF THE WAY All our accounting and business development services come complete with a personal touch. We’ll get our hands dirty at the coalface of your business to help you to refine your processes and develop strategies that will increase profitability and grow your business. We do all this while ensuring your income tax and GST obligations are sorted with our expertise and packaged accounting services like Xero and MYOB. Business Services BUSINESS VALUATIONS If you’re selling, transferring, or dealing with a matrimonial dispute we can give you indicative valuations on your business. FORECASTING AND BUDGETING We use specialised software to prepare business cashflow forecasts to give detailed strategic business analysis. Using historic financial data we can develop ‘what if’ scenarios for future trading performance and wealth analysis. TAXATION ADVICE Make sure you are reducing your tax bill, while still meeting your obligations with our wide range of advisory services.

About Us In April 2009 with over 30 years’ experience in chartered accountancy plus 5 years coaching and mentoring small business Bob Norrie’s passion for small business success saw him establish a compliance accounting practice base on the concept of value for money. From our home office in West Harbour, West Auckland, Bob and his experienced assistants, Larissa and Kathy, provide personalised compliance and management accounting services to a range of small business clients. Given that most of our services are based on progressive processing, your annual accounts and taxation returns will be completed as soon as you provide the year end information. This allows you the rest of the year to plan for the tax payments detailed on your tax schedule. Our commitment is to provide cost effective solutions that best suit your individual requirements. This is often with the assistance of technology where we have experience with Xero and MYOB and can provide guidance and assistance with leading software packages. On the personal side, Bob spent 9 years on the Auckland Rugby Union’s management committee and was president of the RNZAF base Auckland Golf Club for 10 years. He has a hole in one, a 30lb snapper and a 232lb striped marlin so is never short of conversation. Accountancy West provides a range of accounting services for small businesses in Auckland. Taxation Services General Taxation planning and advice Annual taxation returns and general compliance Regular reminders of taxation payments FBT and GST advice and compliance General & Secretarial Services Business start up and financing Software assessment, installation and support including Xero and MYOB Payroll Office duties Trust – incorporating and management Business Building Services Budgeting and forecasting Monthly reporting and reviews Specialist business building packages Marketing plans and basic assistance Mentoring  

About Arnerich & Associates Ltd We are Chartered Accountants who care Arnerich & Associates Ltd was established in 2008 and since then has experienced considerable growth. Many of our existing clients have enjoyed expansion and business development and we have also welcomed many new clients through our door, benefiting from positive word-of-mouth referrals. The nature of our work requires a great deal of discipline and integrity. It’s very methodical and structured. In order for us to get enjoyment out of our role, a sense of achievement is essential. Its important to us to see your business grow and extend, making full use of our services. We take pride in what we do and it will show in our focus and our output. What is a Chartered Accountant? Chartered Accountants are members of the professional body Chartered Accountants Australia and New Zealand. We have completed additional qualifications and attend ongoing professional development to ensure our knowledge is current and accurate. Consulting a Chartered Accountant assures you our ethics, values and business practices are of the highest integrity. Why choose Arnerich & Associates Ltd as your local accounting firm? When you are looking for a Chartered Accountant there are a few things you want to ensure. If we are to work together we are going to need to get along. Our initial consultation is provided free of charge to enable you to get a feel for our work ethic, see what we can do for you that others can’t, and establish a working relationship. Our accounting firm is small enough to give you attention. Growth to us is important, but not to the detriment of quality in service. We work with you. Our success is only possible when we are helping your business to thrive.