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Accounting Solutions for INVESTMENTS.
We're here to help

Please tell us a little about yourself and what you would like help with

Name

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Email

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Phone Number

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What type of investments do you hold? (stocks, bonds etc.)

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Estimated current market value of your holdings

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Cost value of your holdings (what you paid for it)

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Approximate date when you made your first investment

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Do you have any other businesses?

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Is the trading in your name only?

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Describe what do you need help with? (Or tick the checkboxes below if easier)

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Annual Accounts & Income Tax

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GST Returns

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Consulting Call

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Tax Advice

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Any other information we might need to know?

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Address

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