Welcome to Matheson Rae Chartered Accountants, incorporating David Philpott & Associates,

where your business

is our business.

At Matheson Rae, incorporating David Philpott & Associates, we’ve got a long and proud history of working with clients to help them achieve their personal and business goals.

We know that you’re looking for someone who can ensure you’re keeping compliant, but we also know that for many of you, compliance is just the beginning. 

You want your business to evolve with your vision, and there’s nothing we’d like to see more. 

Our welcoming team of chartered accountants works hard to become an extension of your own business, someone to bounce ideas off of and to steer you in the direction of your dreams. Ensuring your business is compliant along the way is a given, because we’re more than just accountants; we’re business advisors. 

We aim to elevate every customer experience, offering a full range of chartered accounting services, many of which you’ll find on the list below. This list is by no means exhaustive, so please do not hesitate to reach out if you can’t see what you’re looking for.

• Acquisitions and Mergers
• Bookkeeping/Accounting
• Budgeting
• Business Advisory
• Business Startup 
• Business Structures for tax efficiencies
• Cash Flow Forecasting
• Company Secretary Services
• Estate Planning
• Farm Accounting
• FBT
• GST
• Income Tax
• Managing IRD audits and reviews
• Office Duties
• Payroll Services
• Rental Properties
• Selling and Buying a Business
• Software Solutions
• Specialist Services
• Strategic Planning
• Succession Planning
• Tax Audit Insurance
• Tax Services
• Trusts
• Valuations
• Xero set up, training & on-going support