WHAT TO DO:

Contact Personal Tax Refunds with your details including your IRD number.

Wayne Henson will meet with you personally and/or assess your situation.

We will inform you of options or entitlements available to you and provide advice for any decisions that need to be made.

You can then select the choice that most suits you. We would be happy to complete the return process for you.

ABOUT PERSONAL TAX REFUNDS

Personal Tax Refunds Limited emerged from a taxation practice which began in 1990. At a time when many accounting firms shied away from involving themselves with taxation work for salaried/waged individuals and beneficiaries, we felt there was a need and a business opportunity to assist this type of taxpayer. Until 1999 we specialised in filing what was known as IR5 Returns and the still used IR3 returns for small businesses who could not afford the costs of dealing with large firms.

The year 2000 saw the advent of the Personal Tax Summary and a revolutionary way in which PAYE tax was collected and end of year returns were provided. The new technology also spawned a wave of website tax return providers with some charging considerable refund-based fees. This caused Inland Revenue to create an on-line facility where taxpayers could file their returns themselves. However as they sat, a little knowledge can be dangerous and many of these "self-help" returns did result in refunds being under-claimed, particularly for those Working for Families Tax Credit entitlements.

For more than 20 years, we have always undertaken work on the basis of personal contact, setting time aside to interview each client to get a full understanding of the client's tax position and entitlements. However, with the public's growing love-affair with the internet and information technology we have been encouraged to also embrace this, with one important exception. The preparation of all clients' returns will still be handled by Wayne Henson, who has been involved in accounting both in a private and public capacity since 1974, and who has a wealth of experience in personal income tax, working for families, child support and student loan enquiries.

Personal Tax Refunds provides free of charge advice with no obligation to commit to engagement with us for return completion. Our scale of fees for Personal Tax Summary refund claims is provided herewith. Returns which contain scheduler payments income, rental, or self-employed income will be the subject of an estimate at the time of your request to undertake this work.

Personal Service vs Online

The creation and use of automated, on-line, "do it yourself" facilities has resulted in tax refunds being under-claimed, particularly for those Working for Families Tax Credit entitlements.

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How It All Started

At a time when many accounting firms shied away from involving themselves with taxation work for salaried/ waged individuals and beneficiaries, we felt the need to assist these taxpayers.

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About Wayne Henson

Wayne Henson has been involved in accounting since 1974 and has a wealth of experience in personal income tax, Working for Families, child support and student loan enquiries.

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Get a Second Opinion

Personal Tax Refunds provides free of charge advice on tax summary entitlements. This advice comes with no obligation to commit to using our services to complete the tax return process.

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