WELCOME TO SYNERGY ACCOUNTANTS
Your Whakatāne Accountants - working together for shared success
Chartered accounting, tax, and advisory services for small businesses, primary producers, professionals, and investors.
Clarity. Confidence. Compliance. Your trusted Whakatāne Accountants.
Based in Whakatāne, Synergy Accountants serves clients from Whangārei to Dunedin, providing clear, practical advice to help you confidently manage your tax, compliance, and business growth.
Backed by decades of experience, our Chartered Accountants are experts at simplifying decisions, strengthening performance, and making every number work in your favour.
Whether you’re running a business, managing a trust, or growing your investments, you’ll get guidance that’s relevant, reliable, and easy to understand, so you can focus on the bigger picture.
Our Core Accounting and Business Services.
Accounting & Compliance
From annual financial statements and tax returns to GST and FBT returns, we ensure your business remains compliant and informed.
Business Advisory
We provide strategic guidance, including cash flow and budget planning, to help your business achieve sustainable growth.
Administration
Our efficient bookkeeping and payroll services take the day-to-day burden off your plate, freeing you up to focus on what you do best.
What Sets Us Apart
At Synergy Accountants, we combine experience with innovation. As Whakatāne accountants, we support a diverse range of clients with tailored advice, ensuring peace of mind with every decision.
Trusted by Professionals and Business Owners
With decades of experience, we are the firm that other professionals rely on for technical guidance. Our reputation is built on technical excellence, integrity, and a genuine commitment to our clients’ success.
Advanced Tax Solutions/Technical Tax Services
We go beyond basic tax compliance. Our team provides advanced, technical tax advice, navigating New Zealand’s complex and ever-evolving tax laws. Our tailored tax advice helps clients minimise liabilities and maximise returns.
Trust Expertise
Trusts form a cornerstone of asset protection and succession planning in New Zealand. We don’t just administer trusts, we offer strategic advice, help clients respond to legislative changes, and ensure that their trusts are robust, compliant, and tailored to their unique requirements.
Taxation of Investment Portfolios and Overseas Income
Many overlook the complexities of the portfolio investment entity and overseas tax regimes. We understand the intricacies of this legislation, ensuring clients receive the best tax advice to optimise returns and remain compliant with all their tax obligations.
Payroll Services
Our team works with payroll for a wide range of industries and understands the intricacies of calculating the many types of leave whilst ensuring compliance with the Holidays Act and employment legislation.
Ready to take the next step?
Let's discuss how our experienced team can assist with your accounting, taxation, and business advisory needs. Whether you are seeking compliance support, strategic advice, or simply want to streamline your financial processes, we're here to help you succeed.
Contact us
Call us: 07 308 4414
Email us: pauln@synergyaccountants.co.nz
Visit us: 15 George Street, Whakatāne
Software we work with
