Pricing / Package
Rental Investor Accounting
Rental accounts and tax taken care of, with clear pricing as your property portfolio changes.
Whether you own one rental or several, personally or through a company or trust, Joe prepares the annual rental financial statements and relevant tax returns. The standard package also covers property purchases and sales during the accounting year.
$960/year
Covers the first property; add $250 per additional property per accounting year. All amounts exclude GST.
Is this for you?
- You have residential rental property and want annual accounts and related tax returns prepared.
- Your rental property is held personally, through a company or through a trust.
- You want a clear price for an additional property without changing to an unrelated business tier.
What you receive
- Annual rental accounts
- Financial statements and relevant schedules for your rental activity and ownership structure.
- Relevant income tax returns
- Applicable returns for the property-owning entity and its owners.
- Property transactions covered
- Property purchases and sales during the accounting year are included in the rental package.
- Year-end explanation and basics
- Joe reviews the information supplied and explains the resulting position. Initial Xero setup/basic guidance, and routine FBT filing where relevant, are included; Xero subscriptions are separate.
How the annual price works
The first property is $960 for one accounting year. Each additional rental property adds $250 for that year. The same package price applies whether the property is owned personally, by a company or by a trust. If you need previous years completed, each additional accounting year is charged at the applicable annual package rate (for example, five outstanding years means five annual package fees).
What if your rental activity is GST registered?
Ordinary residential rent is generally GST-exempt, while some short-stay accommodation and other rental activities can involve GST. If your rental activity is GST registered, discuss Business Accounting (you handle GST) or Business Essentials (Joe handles GST); Business Insights may suit if you also want regular reports.
Explore more
I've been in real estate for 15 years and acquired Joe and the team after being referred by some whanau. Joe and his team make things simple and easy to understand but found I hadn't been claiming for a lot of things I should have been with the system I already had in place. They are worth every cent and more and I would highly recommend their services.
Common questions
Does $960 cover one rental property?
Yes. That is the annual fee for the first property. Additional properties cost $250 each per accounting year, excluding GST.
What if my rental property is owned by a trust or company?
The same rental pricing applies to personal, trust or company ownership. Joe will explain the records and returns needed for your particular structure.
Are buying or selling a rental property included?
Yes. Purchases and sales during the accounting year are included in this package.
What if I need several overdue years done?
Each accounting year is charged separately at the applicable annual rate.
What records should I provide?
Joe will explain which rental income, costs, financing and property transaction records are needed.
Get your rental accounts sorted
Call Joe to discuss the properties you own and confirm what is covered for the accounting year.