Trust Accounting Howick, Auckland

Pakuranga, Botany, Bucklands Beach and nearby East Auckland suburbs — and clients across New Zealand by video.

Accounting and tax for family trusts, done carefully. Megan prepares trust tax returns and financial statements, helps trustees meet Inland Revenue's reporting requirements, and works alongside your lawyer where needed.

  • CA ANZ Chartered Accountant
  • 25+ years in practice
  • Xero certified
  • Free intro call
What's included

Trust accounts and tax, kept in order

For trustees of family and other domestic trusts who want the accounts and tax handled properly.

  • Trust tax returnsPrepared and filed with Inland Revenue.
  • Financial statementsPrepared for the trust each year.
  • Inland Revenue reportingThe extra information most domestic trusts must provide.
  • Working with your lawyerAlongside the trust's other advisers.
Why Megan

Why choose Megan Brown CA?

A Chartered Accountant

A member of CA ANZ, bound by its professional and ethical standards.

More than 25 years' experience

Tax, GST, advisory and year-end work for New Zealand businesses, trusts and individuals.

Personal attention

Megan takes on a limited number of clients, so each one gets considered, personal attention.

Plain language

You'll understand what's been done, what you owe and why — no jargon.

Works with your software

Primarily Xero, and experienced in MYOB, Moneyworks and other systems.

How it works

How does it work?

1

Book a free intro call

A short, no-obligation call or meeting to talk through your situation.

2

Agree the scope

You get a clear scope and clear expectations before any work begins.

3

Megan does the work

Handled properly and on time, then explained in plain language — with year-round support.

Pricing

How much does trust accounting cost?

Every situation is different, so the price depends on the work involved. You'll always get clear expectations before any work begins — and the intro call is complimentary.

Book a free intro call →

What affects the price

  • What the trust owns and earns
  • Distributions to beneficiaries
  • How complete the records are
  • Reporting the trust needs to provide
In their words

What clients say.

Megan has helped my elderly mother with her income and family trust taxes for many years, and her support has been invaluable. Her exceptional industry knowledge is matched only by her patient and reassuring approach. She has an incredible ability to explain complex financial requirements clearly, putting my mother’s mind completely at ease. Megan always welcomes every question with kindness—proving that no question is ever a silly question—and we are so grateful for her amazing help.
L & L — Supporter of Local Businesses

Read more client testimonials →

Good to know

Trust accounting FAQs

Get started

Need help with your trust?

Book a complimentary intro call, or send an enquiry and Megan will get back to you — usually within one business day.

Send an enquiry →

Book a free intro call

A short, no-obligation call or meeting — by phone, video or in Howick.

Choose a time →

Other services

Based in Howick, working with clients in Pakuranga, Botany, Bucklands Beach, Half Moon Bay, Cockle Bay, Highland Park, Mellons Bay, Shelly Park, Sunnyhills, Farm Cove, Flat Bush, Dannemora, East Tāmaki, Beachlands and Whitford — and across New Zealand by video.