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Plans & Pricing

Big value, small bills, suitable packages for your business

There’s no need to cringe at the thought of whopping accountant bills with us. Lloyd-West Tax & Advisory prioritises customer relationships and value-added tax and bookkeeping services. We know that each business has different cash flow cycles, so we offer three different monthly payment options. Clients also love our fixed monthly plans, as this means you pay a set amount each month, and you will never have to be surprised or confused about your bill. With each fixed contract, you receive all the benefits necessary for your specific business needs. Get unlimited basic support and proactive service.

Tax Compliance

Small Business

$ 199 EVERY MONTHFor businesses under 500K revenue
  • Tax Returns (up to 3)
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
  • Companies Office Management
  • Proactive Service
Select a Plan

Small Business

$ 199 EVERY MONTHFor businesses under 500K revenue
  • Tax Returns (up to 3)
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
  • Companies Office Management
  • Proactive Service
Select a Plan

Small Business

$ 199 EVERY MONTHFor businesses under 500K revenue
  • Tax Returns (up to 3)
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
  • Companies Office Management
  • Proactive Service
Select a Plan

Bigger Business

$ 299 EVERY MONTHFor all businesses with 1M+ revenue
  • Tax Returns (up to 3)
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
  • Companies Office Management
  • Proactive Service
Select a Plan
Recommended

Bigger Business

$ 299 EVERY MONTHFor all businesses with 1M+ revenue
  • Tax Returns (up to 3)
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
  • Companies Office Management
  • Proactive Service
Select a Plan
Recommended

Standard Business

$ 249 EVERY MONTHAll the basics done well for businesses up to 1M revenue
  • Tax Returns (up to 3)
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
  • Companies Office Management
  • Proactive Service
Select a Plan

Standard Business

$ 249 EVERY MONTHAll the basics done well for businesses up to 1M revenue
  • Tax Returns (up to 3)
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
  • Companies Office Management
  • Proactive Service
Select a Plan

Start-Up Company

$ 149 EVERY MONTH
If you're in your first year of business
  • Tax Returns (up to 3)
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Xero Training (1 hour)
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
  • Companies Office Management
  • Proactive Service
Select a Plan

Start-Up Company

$ 149 EVERY MONTH
If you're in your first year of business
  • Tax Returns (up to 3)
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Xero Training (1 hour)
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
  • Companies Office Management
  • Proactive Service
Select a Plan

Contractors

$ 129 EVERY MONTH
Perfect for real estate agents and other contractors
  • Income Tax Return
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
Select a Plan

Contractors

$ 129 EVERY MONTH
Perfect for real estate agents and other contractors
  • Income Tax Return
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
Select a Plan

Contractors

$ 129 EVERY MONTH
Perfect for real estate agents and other contractors
  • Income Tax Return
  • Financial Statements
  • Annual Meeting
  • GST Returns
  • Tax Planning
  • Unlimited Basic Support (Phone, Messenger & Email)
  • IRD Correspondence
Select a Plan

Advisory

Advisory Services

From $99 EVERY MONTHRecommended for all businesses who want to grow
  • Quarterly growth meetings
  • Quarterly performance reports
  • Xero integration recommendations
  • Proactive Service
Select a Plan

Advisory Services

$ 99 EVERY MONTHRecommended for all businesses who want to grow
  • Quarterly growth meetings
  • Quarterly performance reports
  • Xero integration recommendations
  • Proactive Service
Select a Plan

Bookkeeping & Payroll Admin

Bank Reconciliation

From $50 EVERY MONTH
as they may be more depending on requirements
  •  
Select a Plan

Payroll

From $50 EVERY MONTH
as they may be more depending on requirements
  •  
Select a Plan

Some people prefer hourly rates or the work required may be unsuitable to assign a fixed monthly fee. In this case, we charge according to the applicable hourly rate depending on the nature of the work involved.

Admininistrative Tasks

$ 60+GST PER HOUR
For bookkeeping and admin
  • Bank Reconciliation
  • Payroll
  • General Administration
Select a Plan

Admininistrative Tasks

$ 60+GST PER HOUR
For bookkeeping and admin
  • Bank Reconciliation
  • Payroll
  • General Administration
Select a Plan

Standard Rate

$ 120+GST PER HOUR
For trust administration
  • Tax compliance
  • Advisory services
  • Trust Administration
Select a Plan

Standard Rate

$ 120+GST PER HOUR
For trust administration
  • Tax compliance
  • Advisory services
Select a Plan

Contact Us

Have questions? Fill out the inquiry form and we will get back to you within 24 hours.