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AUCKLAND · NEW ZEALAND

Clear numbers.
Confident decisions.

Accounting and tax services for Auckland businesses and individuals, with clear communication in English and Mandarin.

For businesses & individualsEnglish & 中文
Auckland city skyline across the harbour
LOCAL UNDERSTANDING.A clearer way forward.

Our Services

The right support for your next step.

Explore four areas of accounting and advisory support for your business, your property and you.

01 /

Accounting + Tax

Stay organised with clear financial statements and support for your regular tax obligations.

Businesses · IndividualsExplore this service
02 /

Business Advisory

Understand your financial position before making your next business decision.

Planning · Financial insightExplore this service
03 /

Property + Trusts

Accounting and tax support for rental properties and trusts, tailored to your circumstances.

Rental owners · TrusteesExplore this service
04 /

MYOB + Xero

Connect your accounting records with the information needed to prepare your accounts and tax returns.

MYOB · Xero Approved PartnerExplore this service

Our Software Partners

MYOB & Xero Approved Partner

CAPSTONE TAX is an approved partner of MYOB and Xero. Talk to us about the accounting software you use and how it fits your business.

MYOB Approved PartnerXero Approved Partner

About CAPSTONE TAX

Good accounting starts
with understanding you.

Established in 2019, CAPSTONE TAX supports small and medium-sized businesses across hospitality, retail, import and export trade, professional services, construction and property development. Our professionally trained, locally based team is committed to effective service and timely responses.

Big firm capability. Small firm personality.

Meet our people
01

Tell us where you are

We discuss your business, income and the help you are looking for.

02

Agree on a clear plan

We confirm the scope, fees and information required before work begins.

03

Understand your results

We prepare the agreed work and explain what it means for you.

Our People

Meet your accounting team.

Discuss your accounting and tax needs with our team, in English or Mandarin.

Mark YANG, BBus, RTBA

EDUCATION

Bachelor of Business (Accountancy)

Unitec

PROFESSIONAL MEMBERSHIPS & DESIGNATIONS

Registered Tax & Business Advisor (RTBA) · ATAINZ

Andrew ZHU, MAppFin, CA

EDUCATION

Master’s degree in Applied Finance

Monash University

PROFESSIONAL MEMBERSHIPS & DESIGNATIONS

Chartered Accountant (CA) · CA ANZ

Steven WANG, BBus, CPA

EDUCATION

Bachelor of Business

La Trobe University

PROFESSIONAL MEMBERSHIPS & DESIGNATIONS

CPA · CPA Australia

Who We Work With

Different businesses.
Personal attention.

Frequently Asked Questions

Before we begin.

Can I move from my current accountant?

Yes. We can discuss the transition and, with your authority, request the relevant records from your previous accountant. Let us know which periods they are completing.

What information should I prepare?

Start with your business or personal details, the period you need help with, and your latest financial records. We will provide a specific checklist after discussing your needs.

How are fees agreed?

Fees depend on the scope, transaction volume and the condition of your records. We discuss the work and confirm the fee arrangement before starting.

Can we communicate in Chinese?

Yes. We offer communication in English and Mandarin, so you can discuss your accounting and tax matters in the language you are comfortable with.

Contact Us

Your next step,
made clearer.

Prepare a short introduction about what you need. Keep sensitive tax and banking details out of your initial enquiry.

Email us directly
CAPSTONE TAXAuckland, New Zealandinfo@capstonetax.co.nz

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Your enquiry draft

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