PROFESSIONAL ACCOUNTING SERVICES IN DUNEDIN, OTAGO & THE SOUTH ISLAND
ACCOUNTING & TAXATION SERVICES
At Yardley Lo & Associates, we offer a comprehensive range of accounting and advisory services tailored to meet the unique needs of businesses, individuals, and farmers across Dunedin, Otago, and New Zealand. Our expert team combines local knowledge with practical experience to provide solutions that support your financial compliance, growth, and long-term success.
ACCOUNTING & COMPLIANCE
We handle all the essential accounting and compliance tasks to keep your business running smoothly and meet all legal requirements.
Annual Financial Statements
Preparation of clear, accurate financial reports that provide insights into your business’s financial health.
Income Tax Returns
Timely filing and management of income tax returns to ensure compliance and minimise liabilities.
GST Returns
Accurate calculation and submission of GST to keep your business compliant with tax obligations.
Fringe Benefit Tax Returns (FBT)
Management and filing of FBT returns related to employee benefits, avoiding costly errors.
PAYE Return filing
Efficient payroll tax return processing to meet Inland Revenue requirements.
Dividend Withholding Tax and resolutions
Handling dividend tax obligations and corporate resolutions to ensure regulatory adherence.
Interest Withholding Tax
Managing tax obligations on interest payments to avoid penalties.
Company incorporation
Support with setting up new companies, including legal registration and documentation.
Registered office service
Providing your business with a registered office address for official correspondence.
Company annual returns
Ensuring timely filing of annual returns to keep your company compliant and in good standing.
AGRI BUSINESS & SERVICES
We specialise in agribusiness, offering tailored accounting and advisory services that keep your farm compliant and help it thrive.
GST, PAYE, IRD reporting & rural tax returns
Comprehensive tax reporting services designed specifically for farming businesses to stay compliant and in control.
Farm succession planning
Guidance on transitioning your farm business smoothly across generations while optimising tax outcomes.
Agribusiness consulting
Expert advice to navigate challenges and seize growth opportunities in the farming sector.
Tailored farm advisory services
Personalised support to help you make confident business decisions and achieve sustainable growth.
Annual budgeting & cash flows
Creating practical budgets and cash flow forecasts to manage your farm’s financial future effectively.
Benchmarking
Comparing your farm’s performance against industry standards to identify strengths and areas for improvement.
Farm sales & purchases
Assistance with financial and tax aspects of buying or selling farm properties and businesses.
BUSINESS ADVICE
We help businesses at every stage, from startup to succession, offering practical strategies and expert guidance.
Business Startup
Support with planning, structure, and compliance to get your new business off on the right foot.
Cash flow, Budgeting, Performance & management reporting
Providing insightful financial reports to help you monitor and improve business performance.
Advice & Strategic Planning
Working with you to set goals, plan growth, and make informed decisions.
Business Valuation
Accurate valuations for sales, purchases, or restructuring purposes.
Succession Planning
Guidance on passing your business on while protecting its value and legacy.
Business Restructuring
Helping you adapt your business structure for efficiency, growth, or tax benefits.
Business Sale and Acquisition advice
Supporting you through the complexities of buying or selling a business with expert financial advice.
TAX ADVICE
We provide clear, practical tax advice designed to minimise your liabilities and keep you compliant.
Reviewing transactions for effective tax treatment
Analysing your financial activities to ensure you’re optimising tax outcomes.
Advice on, and implementation of, tax planning strategies
Helping you plan ahead to reduce your tax burden legally and effectively.
Advice on taxation of Trusts
Guidance on managing trust taxation to maximise benefits and ensure compliance.
Advice, reconciliation and timely reminders for tax payments
Keeping you on track with your tax obligations to avoid penalties.
Managing any IRD audits or disputes
Support and representation during tax audits or disputes with Inland Revenue.
Working with IRD on payment options, installment arrangements, and penalty reductions
Negotiating with Inland Revenue to ease cash flow pressures and reduce penalties.
Tax Pooling implementation
Helping you utilise tax pooling schemes to improve your tax payment flexibility and savings.
PAYROLL & BOOKKEEPING
We take the hassle out of managing your payroll and bookkeeping, ensuring accuracy and compliance.
- Process weekly/fortnightly/monthly wages and salary calculations
- Accurate processing of payroll to ensure your staff are paid correctly and on time.
PAYE Filing to IRD
Timely filing of PAYE returns with Inland Revenue to keep your payroll compliant.
FREQUENTLY ASKED QUESTIONS
What industries do you specialise in?
We work extensively with small- to medium-sized businesses across Otago, including agribusiness, farming enterprises, and professional services.
Can you help with farm accounting and tax planning?
Absolutely. Our team has deep expertise in rural business, offering tailored advice on tax compliance, succession planning, and farm management.
How do you ensure my business stays compliant with tax laws?
We handle all your compliance requirements, from GST and PAYE filings to annual returns, and provide proactive reminders for tax payments and deadlines.
What accounting software do you support?
We are Xero experts and support a range of accounting systems tailored to your business needs, helping streamline your financial management.
How often will I receive financial reports?
Reporting frequency depends on your business needs—we provide monthly, quarterly, or annual financial statements and management reports.
Can you assist with IRD audits or disputes?
Yes, we represent clients during IRD audits and help negotiate payment plans or penalty reductions if needed.
WHY CHOOSE YARDLEY LO & ASSOCIATES
Local expertise with a personalised approach
We combine deep knowledge of the Dunedin and Otago business environment with tailored services that suit your unique needs.
Specialised agribusiness knowledge
Our team includes experts with farming backgrounds, giving us practical insight into rural financial management and compliance.
Trusted business partners, not just accountants
We build long-term relationships focused on understanding your goals and helping you achieve sustainable growth.
Comprehensive service offering
From compliance and bookkeeping to strategic advice and succession planning, we cover every aspect of your business’s financial health.
Proactive communication and support
We don’t just crunch numbers—we analyse your financial data and provide actionable insights to help you make confident decisions.
Flexible and forward-thinking
We stay up-to-date with the latest tax laws and industry changes, ensuring your business adapts and thrives in a dynamic environment.
Call us now on
03 466 5062 to experience the Yardley Lo difference and take your business to the next level.
For skilled accounting services and advice, call our team today on
03 466 5062.
