About  Us

Summary of Services

 

SM Chan & Partners is a progressive and well-established professional accounting firm based in Newmarket. For over 28 years, we have been providing a comprehensive range of accounting and financial advisory services to a diversity of individuals and businesses, covering a variety of business structures such as sole traders, partnerships, corporates, trusts, and overseas investors.

Here at SM Chan & Partners, we emphasize in providing an efficient, cost effective, and personal services to all of our clients.

David See – Partner

 

David See specialises in Business Advisory and Insolvency. He can assist clients to create a structure that best suit a client’s business, taking into consideration business and personal assets protection.

David has a passion in helping his clients add value and grow their businesses, while managing their cash-flow closely. He has gained a broad range of commercial experience prior to public practice management.

 

Eric Wu – Tax Accountant

 

Eric is a qualified Chartered Accountant who has more than 10 years of tax & accountancy experiences in CA practice and commercial sector. He is a pioneer in MYOB products and a Xero certified advisor.

Eric is always in hand to provide client support regarding tax, accounting systems, and company grouping structures. He uses his in-depth accounting and tax knowledge to assist his clients to meet their IRD obligations without stress.

Libra Li – Tax Accountant

Libra has more than 6 years of working experience in the public practice environment. She is passionate in managing client’s tax relationship with the IRD, assisting clients to resolve any tax issues, and providing tax advice to businesses.  

Libra comes across as a warm person, whilst understanding client’s needs and tailoring her services accordingly. And most of all, she acts with integrity and strives to meet client’s expectation.

Melanie Tan – Tax Accountant

Melanie specializes in preparing financial statements for business entities ranging from sole traders to grouping companies, partnerships, trusts, and non-profit organizations. She is a Xero certified advisor. 

Melanie is multi lingual and a people person. She uses her strong accounting and customer skills in providing our clients a stress free experience whilst tailoring competent tax services.

Shuo Wang – Tax Accountant

Shuo has a solid knowledge in the NZ tax requirements plus hands on experience with preparing financial statements in accordance to IFRS. He understand the needs of his clients and acts as a proactive business partner to help his clients. 

Shuo is highly driven by his professional skills to provide high quality services to clients on tax returns, legitimately minimising tax, and assisting client to solve any tax dispute with IRD.

We are Xero and MYOB Accountants and Partners, that means we work with Xero and MYOB regularly every day.

“All of your compliance and regular reporting requirements are taken care of with expert compliance team….”

Why Work With Us?

 

As Chartered Accountants we provide all the accounting services you will
require. Our expertise is best utilised when we meet with you and get to
know you and your business. We take care of your annual accounting and
tax requirements and will work with you to achieve your business goals.

 

Use our Accounting services to improve your profits

 

Compliance

  • Preparation of Financial Statements
  • Taxation returns
  • Analysis of profits trends, overhead comparison
  • Preparation of GST & FBT, Wages and PAYE returning
  • Budgeting
  • Cash flow preparation and advice
  • MYOB user support and training
  • Compliance

 

Consulting

  • Advice on purchase & sales of business
  • Feasibility studies and project evaluation
  • Business Financing, Loan Arrangement
  • Business restructuring and business planning
  • Finance proposals
  • Due Diligence

Tax

  • Reduce tax legally by effective planning and systems
  • GST and FBT advise
  • Investment analysis and advice
  • Effective use of trading trust and family trust
  • Advice on 5 Year Brightline test

Payroll

We can assist you with setting up your Payroll system that integrate straight into the suitable accounting software. We are familiar with the online payroll system and can provide advice on a system that fit with your business requirement and will work with you to achieve your business goals.

Tax Advice

We will monitor your tax position on a regular basis, and provide timely reminders of when tax is due for payment. We can also provide specific tax advice when the need arises. If the question or issue is of a highly technical nature, we will work with various professionals such as lawyers to assist your needs.

Virtual Financial Officer

The VCFO service helps to assist our clients in taking their businesses to the next level, providing quality advice on a regular basis. At SM Chan & Partners, we are not only Accountants but we are also Business Advisors.

Our services are tailored specially for you.
At SM Chan & Partners, we don’t only act as your Accountant but strive to be your Business Advisor.

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Get in touch

Level 5, 128 Broadway, Newmarket, Auckland
1023, New Zealand.

Call: (09) 358 0884
info@taxadvisor.co.nz