Finding the best tax advisors in Invercargill starts with knowing whether you need a straight income tax return, help with GST and PAYE, or planning advice for a business, trust or farm. The tax advisors in Invercargill below prepare returns, deal with Inland Revenue on your behalf and help Southland households, sole traders and farming businesses pay only the tax the law requires, from Tax Link on Don Street to BDO on Spey Street.
1Tax Link Invercargill
Tax Link Invercargill is the local office of the Tax Link accounting and tax network, owned and operated in Invercargill by Do Well Ltd from its office on Don Street. It prepares tax returns and accounts for the self-employed, partnerships, estates, trusts and private companies, and offers year-round tax support rather than a once-a-year return service. It suits individuals and small business owners who want a tax agent to handle their returns and Inland Revenue correspondence.
Services
- Income tax returns for the self-employed, partnerships, estates, trusts and companies
- GST, PAYE, FBT and wages returns
- Bookkeeping and annual financial statements
- Responding to IRD enquiries on your behalf
- Company formation and business plans
Highlights
- Member of the Accountants and Tax Agents Institute of New Zealand (ATAINZ)
- Clients gain an extension of time to file returns and pay tax due
- Fees based on the complexity of the return, not on income or refund size
- MYOB Essentials set-up available for clients
Location & Contact
Name: Tax Link Invercargill
Address: 83 Don Street, Invercargill 9810
Phone: 03 218 8581
Website: taxlink.co.nz/invercargill
2BDO Invercargill
BDO Invercargill is the Spey Street office of the BDO accounting network, with 4 partners and 29 staff providing tax, accounting, advisory and audit services across Southland. Tax planning and compliance sits alongside payroll, virtual CFO reporting and corporate finance work. It suits established small and medium businesses, farming operations and organisations that want tax advice backed by a wider national and international network.
Services
- Tax planning and compliance
- Payroll processing and payroll compliance reviews
- Financial and management reporting, including virtual CFO services
- Farm accounting and succession advice
- Statutory audits and business valuations
Highlights
- Partner-led office of 4 partners and 29 staff
- 5 agribusiness specialists based in Invercargill
- Specialist payroll and secretarial team
- Access to the BDO national and global network
- Pays all staff the living wage or above
Location & Contact
Name: BDO Invercargill
Address: 136 Spey Street, Invercargill 9810
Phone: 03 218 2959
Website: bdo.nz/en-nz/locations/invercargill
3Malloch McClean +MORE
Malloch McClean +MORE is a chartered accountancy and business advisory firm on Don Street, part of the +MORE Group, working with Southland farmers and business owners. Its tax work covers income tax returns, tax planning, tax consulting and communications with Inland Revenue, alongside bookkeeping and management reporting. It suits farmers and growing businesses that want tax handled as part of wider financial advice.
Services
- Income tax returns and annual financial statements
- Tax planning and tax consulting
- IRD communications
- Payroll and bookkeeping
Highlights
- Xero Awards Accounting Partner of the Year winner, 2019, 2021 and 2022
- Southland Business Awards Employer of the Year winner, 2023
- Cashmanager Rural accredited partner
- Second Southland office in Gore
Location & Contact
Name: Malloch McClean +MORE
Address: 101 Don Street, Invercargill 9810
Phone: 03 214 4166
Website: plusmore.co.nz/invercargill-office/contact-invercargill/
4Invercargill Accounting
Invercargill Accounting is a boutique, owner-operated practice on Grace Street, founded in 2002 by accountant Peter van Lokven. It handles income tax returns, GST and FBT filing and payroll for farming clients, retailers, tradespeople, property owners and tourism operators throughout Southland. It suits smaller businesses and rental property owners who want a personal, hands-on accountant for their tax.
Services
- Annual income tax returns with reminders
- GST and FBT filing
- Payroll and PAYE filing
- Annual and monthly financial reports
- Company and trust administration
Highlights
- Founded in 2002 and run by its owner
- Free first meeting followed by a fixed price quote
- Meeting times available outside 8am to 5pm
- Xero silver partner, Figured farming partner and PaySauce payroll partner
Location & Contact
Name: Invercargill Accounting Ltd
Address: 141 Grace Street, Invercargill 9812
Phone: 03 218 4727
Website: invercargillaccounting.co.nz
5AgriFocus
AgriFocus is a farm accounting practice with offices on Victoria Avenue in Invercargill and in Gore, working with farming businesses across Southland and Otago. Its accounting service covers income tax returns, GST, PAYE and RWT returns and tax planning, alongside farm financial advice. It suits dairy, sheep and beef farmers who want a tax advisor focused on the farming sector.
Services
- Preparation of income tax returns
- GST returns and advice
- PAYE and RWT returns
- Tax planning
- Payroll and bill payments
Highlights
- Specialist focus on farm accounting and farm financial advice
- Offices in both Invercargill and Gore
- Free annual checklists for clients
Location & Contact
Name: AgriFocus
Address: 25D Victoria Avenue, Invercargill
Phone: 03 214 2234
Website: agrifocus.co.nz
Tax Advisors in Invercargill at a Glance
| Business | Highlight |
|---|---|
| Tax Link Invercargill | Member of the Accountants and Tax Agents Institute of New Zealand (AT... |
| BDO Invercargill | Partner-led office of 4 partners and 29 staff |
| Malloch McClean +MORE | Xero Awards Accounting Partner of the Year winner, 2019, 2021 and 2022 |
| Invercargill Accounting | Founded in 2002 and run by its owner |
| AgriFocus | Specialist focus on farm accounting and farm financial advice |
How to Choose the Right Tax Advisor in Invercargill
- Match the work to the firm: a simple individual or rental return suits a smaller tax agent, while a group of companies, trusts or a farm may need a larger practice with planning and audit capability.
- Check their tax agent status: a registered tax agent can link to your IRD account, deal with Inland Revenue for you and give you more time to file.
- Ask about sector experience: farming, hospitality, property and trades all carry their own tax issues, so ask whether the advisor has clients like you.
- Understand how fees are set: ask whether pricing is fixed, based on time or based on complexity before you sign an engagement letter.
- Look at the software they use: if you run Xero, MYOB or Figured, a firm that works in the same system will save you time on bookkeeping and GST.
Frequently Asked Questions About Invercargill Tax Advisors
What does a tax advisor in Invercargill do?
A tax advisor prepares and files your income tax return, handles GST, PAYE and FBT returns if you are in business, and deals with Inland Revenue on your behalf. Many also offer tax planning, which looks ahead at how income, business structure and timing affect the tax you will pay.
Do I need a tax advisor or can I file my own return?
Most salary and wage earners can manage their own tax through myIR. A tax advisor becomes worthwhile once you are self-employed, own a rental property, run a company or trust, farm, or receive income that is not taxed at source, because the returns are more complex and the cost of mistakes is higher.
What is the benefit of using a registered tax agent?
Clients of a registered tax agent can get an extension of time to file their income tax return, which gives more breathing room than filing on your own. Inland Revenue explains how this works on its extension of time arrangements page.
How do I check whether an accountant is chartered?
“Tax advisor” is not a protected title in New Zealand, but “chartered accountant” is a membership of Chartered Accountants Australia and New Zealand. You can confirm an individual’s membership through the CA ANZ Find a CA search.
How much does a tax return cost in Invercargill?
Fees vary with the complexity of your affairs. A single individual or rental return costs far less than a set of company accounts with GST and payroll, and farm accounts sit at the higher end. Some firms offer a fixed price quote after a first meeting, and fees paid to a tax advisor for preparing your return are generally tax deductible for a business.
Can a tax advisor help with farm tax in Southland?
Yes. Farm tax involves livestock valuation, GST on large capital purchases, depreciation on plant and succession planning, so many Southland farmers use an accountant who works with farming clients and farm software such as Figured.
Where are tax advisors located in Invercargill?
Most tax advisors in Invercargill are based in or near the central city, with offices on Don Street, Spey Street, Victoria Avenue and Grace Street. Several also have offices in Gore, and many work with clients across Southland by phone and email, so you do not need to visit in person for every return.
What records should I bring to my first meeting?
Bring your IRD number, last year’s tax return or financial statements, bank statements, invoices and receipts for business expenses, and details of any rental, investment or overseas income. If you use accounting software, your advisor can usually be given direct access instead.
How We Chose the Best Tax Advisors in Invercargill
Every business in this guide was found by searching for tax advisors in Invercargill, then checked against its own website. Names, addresses and phone numbers are taken from the business’s own site rather than a directory feed, so what you see here is what they publish themselves. We also check that each one is actually based in or genuinely serving Invercargill, rather than a national operator running a local landing page. A business with no website of its own is not listed, because there is no primary source to verify it against.