Independent - $200/year (incl GST) for up to 3 IRD numbers, +$50 per additional profile.

You know your numbers. You just need the right support behind you.

Our Independent tier gives you access to IRD’s Tax Agent Extension of Time (pushing out your filing and payment deadlines), our automated tax reminders, plus an ongoing 7.5% discount on your Xero subscription if you need it. No compilation or filing services included; this tier is designed for investors who are comfortable managing their own returns and simply want the infrastructure that comes with being on an agent’s books.

This also makes it simpler if you want to engage us for one off advice, or upgrade to a higher service tier.

Please note: Independent clients who have not filed their tax returns by the end of the following February (11 months total) may be removed from our agency without warning.

Essentials - From $885/year (incl. GST)

For investors who want their accounts and tax returns handled accurately and professionally, without the complexity.

Essentials covers everything in Independent, plus full accounts compilation and tax filing at a competitive fixed fee. You’ll receive primarily email-based service, and your work will always be completed ahead of IRD’s requirements. Ideal for investors with a single ownership entity, no additional complicating factors, and no pressing deadlines.

Email questions relating to your existing operations are included. Additional advisory questions may incur an extra charge.

Growth - From $1,050/year (incl. GST)

For investors who are growing their portfolio and want a more responsive service to match.

Everything in Essentials, plus priority turnaround on your work, a Rental Portfolio Report for investors with multiple properties, and up to 2 advisory discussions included per year at no extra charge. You also receive a discount on optional manager meetings, and the urgency surcharge is reduced to 15% if you ever need something done in a real rush.

Deluxe - From $1,300/year (incl. GST)

For established investors who want proactive attention and a higher level of access to their accounting team.

Everything in Growth, plus an annual manager meeting included, custom tax payment notices tailored to your situation, an enhanced 10% Xero discount, up to 4 advisory discussions per year, and a 25% discount on our costs in the event of an audit. Rush filing is available at just a 5% surcharge, but even without surcharges your work is always treated as a priority.

Legacy - Price on application and limited spaces available. Get in touch to enquire about availability

AAT’s most comprehensive offering, reserved for serious investors, property developers, and real estate professionals who want a genuine long-term business partner in their corner. You’ll receive everything in Deluxe, plus proactive check-ins, exclusive priority access via email and phone, 10+ advisory discussions per year, and our largest discounts on Xero subscription and audit time-and-cost charges (15% and 50%, respectively).

The number of Legacy clients is intentionally limited so every client at this level receives a truly personal, high-touch service.