Choose Stocks Accounting

Stocks Accounting Limited is a Chartered Accountancy practice that is owned and operated by Matthew Stocks.  We specialise in providing accounting services and taxation advice to clients with an interest in property.  Whether that be rental property owners or property traders, we can look after you.  We are also ideal for the small or family owned business.

This accounting practice was set up to provide good, reliable advice to property investors – whether they are experienced investors or new “Mum & Dad” investors just getting started.

We aim to get you off to the right start with your investment and if it is your aim to make a significant investment by purchasing several properties, we will make that process as easy as possible for you.

Based in Ellerslie, we have clients throughout Auckland.  We also have clients throughout New Zealand and several based overseas.

It is not necessary to meet with you for you to become a client.  In fact, we have not met the majority of our clients.  We can easily communicate via telephone and email, get what information we require and look after all of your accounting and taxation needs.

Key factors that will benefit you as a client include:

Specialisation & Quality

Our standards and quality are high as we specialise in accounting for clients with an interest in property.  Using systems and templates that have been created specifically for such clients, we are able to offer low and fixed fees (see below) and provide you with timely and accurate reports and tax returns.

Fixed Fees

We offer fixed fees which you will find very competitive.  We will not complete any work without agreeing on this fee.  Our fixed fees provide certainty for you as a client as to how much you need to pay for our services.  There are no surprises when you receive our invoice for work completed.

We do not charge extra for general day-to-day queries whether by telephone, email or fax.  As discussed below, we encourage you to contact us with any query you have.

The only way in which your fee increases compared to prior years is if your purchase additional rental properties.  Please refer to our fee list.

Client Focus

Without our clients, Stocks Accounting Limited would not exist.  Each and every client is important to us and no preference is given to one client ahead of another.

We complete client accounts in the order in which we receive the records from them ie the sooner you send us your records, the sooner your accounts and tax returns will be prepared.

When giving advice to clients or preparing their accounts, we put ourselves in their shoes and treat their investment or business as if it our own.  We consider issues such as:

• What would we need if we were in the client’s situation?
• What would be the best structure for us if we were in the client’s shoes?
• What is the risk to the client and would we be prepared to face that risk in our business?

Communication

It is always important for clients and accountants to keep in contact.  Clients should not enter into any significant transactions without confirming implications or having an appropriate structure in place.  We encourage clients to contact us regarding any issue, regardless of how big or small.  Remember, we were always told as children “there is no such thing as a silly question”.

Alternatively, I will contact you to confirm issues rather than making assumptions on limited information available.

As discussed above, this will not increase our agreed fixed fee.

Reliability

You can rely on us to look after all your accounting and taxation needs.  This includes:

• Preparing your financial statements and income tax returns
• Filing tax returns with the IRD.
• Ensuring those tax returns are correctly and promptly assessed by the IRD.
• Ensuring the prompt release of any refunds due from IRD.
• Sending reminders to you for any upcoming tax payments.
• Recommending the use of accounting software where appropriate.

We are always looking for ways to make it easier for you to keep up to date with your tax obligations.

Resources available to Clients

To enable our fees to be kept at an acceptable level for our clients, we provide various resources to assist you in meeting our expectations as a client.

Clients are required to maintain tax records relating to their activities and keep them for 7 years.  We provide a free Rental Folder to assist you in maintaining your tax records.  We also find that these folders are a useful guide to our clients of what records they need to provide to us at year end.  When receiving good records from our clients, we can provide an accurate set of financial statements in a timely manner.

As a client, you also have access to guides that cover a variety of tax issues.  Despite having access to such guides, you are always welcome to contact us by phone or email to discuss any queries you may have.