Tax planning and business advice
Plan ahead instead of finding out at tax time. We advise on business structures, year-end tax planning and due diligence when you’re buying a business.
Prefer to talk first? Book a free 15-minute call.
- CPA qualified
- Registered Tax Agent
- 15+ years’ experience
- Fixed-fee quotes
What’s included
Clear advice before the big decisions, not after.
Structure advice
- New businesses
- The right set-up from the start.
- Structure review
- Is your structure still right?
- Trade-offs explained
- Tax, costs and admin compared.
Year-end tax planning
- Pre-30 June review
- Your tax estimated before year end.
- Deductions & concessions
- Small business options checked.
- Cash flow for tax
- Know what to set aside.
Buying a business
- Financial review
- Accounts and tax records checked.
- Tax position
- Unpaid tax and BAS issues flagged.
- Questions to ask
- Points to raise before you sign.
How it works
- 1
Free 15-minute call
Tell us what you’re planning or the decision you’re facing.
- 2
Fixed-fee quote
We confirm the scope and fee in writing before we start.
- 3
Clear advice
We explain your options and what we recommend.
Tax planning questions
When should I do tax planning?
Ideally a few months before 30 June, so there’s time to act on the results. Planning earlier in the year works well if your business is changing.
Will tax planning reduce my tax?
We look for legitimate ways to manage your tax within the law, such as timing and the concessions available to small businesses. The result depends on your circumstances, so we can’t promise a set saving.
What does due diligence cover when buying a business?
We review the business’s financial statements, tax returns and BAS, flag any tax or compliance issues and give you questions to raise with the seller before you commit.
Do you give investment advice?
Our advice covers tax, structures and accounting. For advice on investment or insurance products, you’ll need a licensed financial adviser.
Planning a big decision?
Book a free 15-minute call and get a fixed-fee quote within 1 business day.