2024 Annual Checklists

Below are our 2024 Annual Checklists for you to download

2024 Annual Business Accounts Checklist

2024 Annual Personal Accounts Checklist

2024 Annual Trust Accounts Checklist

2024 Annual Rental Property Accounts Checklist

Coding Sheet for Bank Statements

If you have any questions, please contact us.

What our clients say:

I have been using the services of Stephen Larsen & Co for a number of years and am very satisfied with their service. Their pre-meeting contact is well set out and easy to complete.

Pamela G.- Trustee, Residential Property Investor

I have always found the Staff of Stephen Larsen and Co extremely accommodating, helpful and thorough. I would recommend them to anyone who is wanting a professional accounting service.

Philip W.- Investor


Q: What other services do you provide?

A: We can do your FBT Returns, Annual Accounts and Income Tax Returns for you.

Q: Do you care if I bring my records in to you in a shoe box?

A: Of course not, bring them in however you want - we work with you.

Q: Are you a Xero partner?

A: Yes, we are a Platinum Xero partner and we have many clients who use Xero to keep their financial records and we are very familiar with how Xero works. We can prepare your GST Returns in your Xero file for you.

Q: Do you work with MYOB?

A: Yes, we use MYOB - MYOB is a great accounting system which we can work with in managing your Accountancy and Taxation matters. We are MYOB Certified Consultants.

Q: I come from out of the area, do we have to have a face-to-face meeting?

A: No, we don't have to have to have a face to face meeting. We are more than happy to communicate with you via email, phone or post - whatever works best for you. We service small business clients New Zealand wide.

Q: Can I book an appointment?

A: Yes you can, and we recommend that you do this. Call our Palmerston North office on (06) 357 7011 or our Wellington office on (04) 232 4122 and we can arrange an interview time that suits you.