TAX SERVICES

Have you done your tax?

You don’t have to say yes

Tax services for startups and SMEs

  • Tax returns
  • Expert advice
  • Tax efficient structuring
  • Overseas expansion
  • Peace of mind

Release yourself from the burden of doing your tax returns. We’ll make it hassle-free, whether you need end-of-year company returns, trust tax returns or individual returns for business owners. 

Don’t miss out on the good side of tax too. There might be ways to be more tax efficient or incentives you’re missing out on. We’ll let you know. 

And if you’re looking at expanding overseas, you’ll definitely need tax advice to make sure you have the right set up to avoid unnecessary tax and comply with different regulations. 

 

 

COMPANY

$500 – $1,800

Company Tax Return

Includes

  • Financial accounts
  • Income tax return
  • Annual tax planning
  • $500 – just starting
  • $1400 – Year 1
  • $1800 – Year 2+
  •  
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TRUST

$250 – $1,800

Trust Tax Return

Includes

  • Annual accounts
  • Income tax return
  • Annual tax planning
  • $250 – non trading trust
  • $1400 – Year 1 trading
  • $1800 – Year 2+ trading
  •  

INDIVIDUAL

from $150

PAYG Tax Return

Includes

  • PAYG summary
  • Bank interest
  • Dividends
  • Simple deductions
  • $150 – PAYG returns
  • $500 – sole traders
  • +$150 per extra schedule
  •  for non standard returns

ADVISORY

from $350/hr

Fixed fee proposals

FOR ADVICE ON

  • Company structuring
  • Personal tax structuring
  • Overseas expansion
  • Exit planning
  • Succession planning
  • Ask for a fixed price
    quote on any other
    general tax advice

 

All prices exclude GST

Tax return preparation services are payable when we send you the final tax return for your electronic signing.

 

Find the right service for you

Tax laws are complex, and tax planning activities are attracting increasing attention from government regulators. This is not the kind of attention any company, least of all a startup or SME, needs.

We can help you prepare statutory accounts for your trading company, and complete and lodge your company tax return annually with the ATO.  We’ll take care of everything the ATO requires and let you know about the company tax payment in plenty of time.

We  can also estimate what any tax bills are going to be over the next 12 months so you can plan your finances in advance. Handy.

Includes

  • Financial accounts
  • Income tax return
  • Annual tax planning

Price

  • $500 if you only have minimal transactions
  • $1,400 in your first year of trading (our startup discount)
  • $1,800 from Year 2 onwards

BOOK A CALL

Trusts need to lodge annual tax returns with the ATO. We can take care of everything involved in preparing your Trust’s tax return, including tax planning, preparing beneficiary statements and trustee minutes.

And if you’re not sure why it’s often worth having a Trust, we can explain the tax and other benefits too. Just ask. 

Includes

  • Annual accounts
  • Income tax return
  • Annual tax planning

Price

  • $250 if your trust is simply holding your startup company shares
  • $1,400 in your first year where there are (trading) transactions
  • $1,800 from Year 2 onwards

BOOK A CALL

When you’re running a business, your personal tax returns are important too. 

But what type of business are you running? Whether you’re operating as a freelancer/sole trader, a joint partnership or a company, your tax return can cause you a serious headache.

Not with us doing it though (of course!). We’ll prepare the additional business schedule that needs to be included in your return. Plus we’ll estimate what any tax bills are likely to be over the next 12 months so you can plan your finances in advance. 

Includes

  • PAYG summary
  • Bank interest
  • Dividends
  • Simple deductions

Price

  • $150 for simple PAYG (employee) returns
  • $500 if you’re running a sole trader / freelancer business
  • If you have additional schedules (eg for property) we charge $150 per additional schedule

BOOK A CALL

Throughout your business journey, there’ll probably be times when professional tax advice will come in handy. There might be times when it will save you a lot of money or a lot of hassle. 

Here are some examples of the tax advisory work you might need. We don’t have a set rate for this service but wherever possible, we’ll provide a fixed fee proposal so you can budget. 

International
If you’re looking to expand outside Australia – including to New Zealand, the UK or the US – we can manage your global tax affairs, starting with setting you up tax efficiently through to understanding the tax implications of different countries and complying with their regulations. 

Succession planning and exits
We can help you to:

  • Restructure your business for succession, which could include family transfer, trade sale or IPO
  • Plan effectively for your retirement and optimise the use of superannuation
  • Develop a succession plan for transitioning your business or personal structures to the next generation
  • Prepare an effective state plan to ensure the right assets end up in the right hands, at the right time

Price

From $350 per hour. Book a call to run through your plans and we’ll come back with a fixed-price quote.

BOOK A CALL

Helping your business grow

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