Business & Tax
Business accounting and tax kept on track
We help individuals, sole traders, partnerships, companies, trusts and SMSF trustees with annual compliance, bookkeeping, tax planning and structured business support.
Tax and compliance
Stay on top of tax and compliance
Our service scope changes with the way you earn income and the structure you operate through.
Individuals and sole traders
Individual, investor, sole trader and contractor tax returns, partnership tax returns, and Business and Instalment Activity Statements.
Companies and trusts
Company tax returns and financial accounts, trust tax returns and distributions, plus company, ABN, trust and SMSF registrations.
SMSF trustees
SMSF tax returns and financial accounts, with support around the extensive ATO and ASIC obligations that apply to trustees.
Payroll and bookkeeping
Payroll-related forms, Single Touch Payroll and bookkeeping services, including Xero software.
Bookkeeping and tax planning
Know where your business stands
Good records give you a clearer view of who owes you money, what you need to pay and where your tax position sits.
Our bookkeeping support is designed to reduce the admin time that can take evenings and weekends away from the business and family. For existing business clients, our April and May tax-planning meetings review the current position and consider measures that may reduce tax before the financial year closes.
Businesses operating through a company or trust face financial-account, income-tax, distribution and ASIC obligations. Partnerships need both partnership and individual returns. We help with those requirements so you can focus on the work of running the business.
Second Opinion Program
A second opinion on your tax
The program has a $600 upfront fee and applies only after an initial eligibility conversation.
Past clients in the program have recorded tax savings between $600 and $100,000. Results will depend on each client's circumstances.
Check eligibility
Contact us for an initial conversation so we can assess whether you meet the program criteria.
Provide the records
If eligible, send your most recent financial accounts and tax return and pay the $600 fee upfront.
Review and meet
We review the accounts and tax return, then meet with you to discuss what we found and the options available.
Apply the guarantee
If we cannot save at least $600 in tax, we refund the upfront fee. If we can save more than $600, we discuss the available options.
The dedicated program flyer also pledges $100 of the fee to a registered charity of your choice.
R.E.S.U.L.T.S
Review your business and personal goals
The R.E.S.U.L.T.S program is not for everyone. Its seven-part framework looks beyond compliance to the value a business creates for its owners, clients, team and community.
Increased Revenue
Review the numbers, identify the business's revenue drivers and consider ways to enhance total revenue.
More Enjoyment
Reconnect the hard work of running a business with the freedom and personal reasons that led you to begin.
Excess Surplus
Understand how the business is performing on profit while considering the role of purpose in sustainable performance.
UN Global Goals
Consider how the business could align with goals addressing poverty, inequality and climate change.
Tracking Leads
Keep a closer view of the leads that can become future revenue and profit margin.
Better Total Clients
Review total clients, how often they buy and how much they spend. For example, 10% growth in each produces 67% revenue growth.
Something Personal
Name an improvement outside the numbers, such as more time with family or another personal priority.
Our accounting process
What working with us looks like
Discovery
Understand your personal and financial circumstances, business position and goals.
Analyse
Review the accounting and tax position and consider ways to improve it, including alternative structures where appropriate.
Present findings
Meet to discuss relevant tax, structure, asset-protection, key-personnel and lifestyle considerations.
Complete compliance and registrations
Prepare applicable tax returns, accounts, BAS or IAS and agreed registrations.
Confirm completion
Let you know when lodgements are assessed as expected and provide details for completed registrations.
Ongoing service
Review annual accounts, returns, the business plan and tax-planning needs rather than treating accounting as set and forget.
Prepare before we meet
Bring the right records
Use the individual or entity tax checklist to prepare income, expense, asset, liability, payroll, banking and registration information.
Every time you use one of our tax services, we will donate 1% of your fee to providing food, water, access to health services or environmental causes. See our Accountants For Good commitments.
Accounting and tax information is general in nature. For tax-agent engagement disclosures and the complaint route, read Engagement Disclosures.
Talk with us about accounting
Talk with us about your current tax, bookkeeping, compliance or business-advisory needs.
Send an Enquiry*New Financial Planning, Lending or Business Accounting only.