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The Tax Agent 99 office in Mount Maunganui

About us

Supporting small business owners with personalised support and real results

Our mission is simple: help small business owners build strong financial foundations, make confident decisions and gain real independence.

Empowering small business owners

Numbers can feel overwhelming, but they don't have to

Whether you're in your first year or your fifteenth, we make accounting clear, supportive and tailored to what you actually need. No lectures, no jargon, and no surprise invoices.

Most of our clients come to us because their last accountant was hard to reach, or because the numbers only ever got looked at once a year. We work the other way round: regular contact, quick answers, and advice you can act on.

Inside the Tax Agent 99 office

What we do best

Three things you can count on

Make accounting make sense

We explain your financials in plain English, so you can make smart decisions without second-guessing yourself.

Keep you compliant and informed

From GST to year-end tax returns, we take the pressure off and keep you on top of IRD requirements.

Provide real support

We're more than number crunchers. We're your partners, ready with clear, practical advice when you need it.

Our core values

The foundation of everything we do

These guide how we support clients and how we work as a team.

Stronger together

Collaboration leads to better outcomes. We bring our collective strengths and experience together for your success.

Family first

As working mums, we understand the juggle, and we've built a business that embraces balance, flexibility and care.

Meaningful relationships

We'd rather have fewer clients and know them properly. Long-term relationships beat one-off transactions every time.

Empowerment

We help you feel confident and capable, giving you the tools and advice to take control of your finances and future.

Growth mindset

We're always learning, adapting and growing, and we encourage our clients to do the same.

Straight talk

If something isn't working, we'll tell you. Honest advice is more useful than comfortable advice.

Partnering with you

Regular meetings, ongoing support

We're committed to long-term relationships with our clients. Through regular check-ins we'll help you:

  • Strengthen your financial awareness
  • Improve profitability
  • Gain peace of mind at tax time

Every small business is different, so we take the time to understand your goals and tailor our guidance to fit.

Based in Mount Maunganui

We work with clients on the ground in the Bay of Plenty and remotely right across New Zealand.

  • In-person consultations at our local office
  • Virtual support by phone or online, wherever you are in New Zealand