Specialist Tax Advice For Accountants
NZ Tax Desk also offers tax advisory services to Accountants and other professionals who need specialist advice for their clients. These professional firms benefit from our in-depth tax knowledge and advice because it is quick, clear and easily understood.
There are predominantly three parts to our specialist tax service for Accounting and professional firms.
- Q&A. Our most popular service. Providing answers to those niggling questions we all have, usually via written email for future reference. Charged on a time and cost basis.
- Detailed tax opinions. Where you need that extra level of comfort we can provide a comprehensive written opinion on the potential issues as we see them, the likely taxation implications, and any recommendations we may have to mitigate adverse impacts. We will provide an up-front fee estimate, which you can get your client to agree to prior to us proceeding,
- IRD assistance. This service can range from simple strategy advice to full management of the review, audit or other application. Charged on a time and cost basis.
Our specialist tax service is a simple pay as you use it service. We set you up as an advisory client, and we invoice you when you use our services. There is no “minimum” charge and equally, we do not bill for every 30-second question. We are focused on developing long-term relationships with you, not making a quick buck in the short-term.
Specialist tax advice – the Benefits
We work with a number of firms who rely on us as an extension of their practice. With this relationship, they have all the access to the specialist tax resources of a larger firm, but without the overhead.
Our clients also appreciate the cost-effectiveness of our service. Client firms often empower their teams to contact us directly, without restrictions on the number of queries they can run past us. This saves staff time and means they can keep a job moving without being delayed researching complicated tax issues.
Specialist tax advice – Testimonials
Thank you for the tax advice report. It is so comprehensive and provides clear guidance on all the aspects of this proposal.
Many thanks again for your prompt and professional service.
Margaret Fisher, Accountant
Angela Hodges, your practical tax specialist.
Angela is the lead Tax Partner for NZ Tax Desk. She is known for her in-depth taxation knowledge, delivered in a way that is understandable to clients. Angela is a commercial tax advisor, demystifying complex tax laws and finding effective and practical solutions to technical issues.
Angela’s extensive tax experience equips her to:
- Provide clients with a highly personal service where they always deal directly with Angela.
- Deliver the highest quality tax advice promptly and efficiently at competitive rates.
- Excel at finding practical, effective solutions to problematic taxation issues.
Experience
NZ Tax Desk Limited, Director
Angela has set up her own specialist tax practice to allow her to develop better relationships with fewer clients, on a long-term basis. Angela continues to offer specialist tax advice to other Accountants and professionals.
Crowe Horwath/Findex, Associate Partner Tax Advisory. 2015 to 2020
Angela was Tax Lead for the Waikato and BOP tax practice. For over five years, Angela provided specialist tax advisory services to both external and internal clients, and to smaller accounting firms. Angela was well recognised for providing practical solutions to technical tax issues.
TEO Training, Presenter. 2015 to 2019
Angela prepared and hosted regular face to face and webinar-based specialist tax training sessions for Accountants. Angela was known for providing practical and hands-on examples and had a loyal following for her annual face to face sessions.
“… [N]ot boring… Manages to make tax interesting [for a four-hour session]”
(Feedback from TEO annual rural tax face to face seminar)
Staples Rodway (Baker Tilly): 2007 to 2014
Ernst & Young (EY): 2004 to 2007
Qualifications and Professional Associations
- Chartered Accountant, Member of CAANZ
- Bachelor of Law (first class honours)
- Bachelor of Management Studies (with honours)
- Ernst & Young [post graduate] Diploma in Tax
- New Zealand Diploma in Business Studies
