Services

Scoped in writing. Priced before we start.

Every engagement below is a fixed fee agreed up front. Here's exactly what each one covers — and what we'll ask you for.

For individuals

Individual tax returns

Salary, investments and deductions handled properly — including the rental schedules and capital gains that make "simple" returns not so simple.

What we handle

  • Salary, interest, dividends and franking credits (checked against ATO prefill, not blindly copied from it)
  • Work-related deductions — car, home office, equipment, self-education, memberships
  • Rental property schedules: interest, depreciation, capital works, expenses
  • Capital gains on shares, crypto and property
  • Lodgement under our extended agent deadlines

What we'll ask you for

  • A plain-English checklist tailored to your situation — not a generic 40-question form
  • Rental: your property manager's annual statement and loan statements cover most of it
  • Receipts stay with you — we tell you exactly what to keep and for how long
Get a fixed quote →
For sole traders

Sole trader & ABN returns

Your business income and your personal return are one document — and getting the business half right is where the money is.

What we handle

  • Business income and expense schedules from your records — Excel summary or the invoice pile, either works
  • Motor vehicle claims (cents-per-km or logbook) and home office done properly
  • Equipment and asset depreciation
  • PAYG instalments reconciled so you're not paying tax twice
  • Straight advice on when a company structure starts saving you money

What we'll ask you for

  • ABN details and whether you're GST-registered (if we do your BAS, we already have the numbers)
  • Income and expenses for the year — summarised if you can, raw if you can't
  • Business kilometres and work-from-home days — we'll prompt you with the questions that matter
Get a fixed quote →
For companies

Company tax & compliance

Returns and financials are table stakes. Keeping director loans clean and planning distributions before year-end is where a company accountant earns the fee.

What we handle

  • Company tax returns and annual financial statements
  • Franking account and dividend planning
  • Division 7A / director loan accounts monitored, not discovered at year-end
  • ASIC annual review obligations tracked
  • Pre-30 June planning as standard, not as an upsell

What we'll ask you for

  • Access to your accounting file (Xero, MYOB or QuickBooks) or your bank records
  • Anything unusual during the year — new loans, asset purchases, money moved between you and the company
Get a fixed quote →
Quarterly

BAS & GST

Four deadlines a year that never move. We prepare from your actual records, lodge under extended agent deadlines, and get the GST treatment right the first time.

What we handle

  • Quarterly BAS prepared and lodged — every quarter tracked in our lodgement system
  • GST classification done properly: GST-free, input-taxed and capital items where they belong
  • PAYG withholding and instalments on the same statement
  • Reminders before each quarter — you'll never remember a BAS deadline again, because you won't need to

What we'll ask you for

  • Bank statements or accounting file access for the quarter
  • That's genuinely about it — the point of this service is that it doesn't create work for you
Get a fixed quote →
For family groups

Trusts & family groups

A trust return is easy. A trust return that coordinates with the company return, both individual returns and a distribution strategy — that's the actual job.

What we handle

  • Trust tax returns and financials
  • Distribution resolutions prepared and signed before 30 June — the deadline that catches trusts out
  • Distribution planning across beneficiaries, done with current rules in mind
  • The whole group lodged as one coordinated job: trust, company, individuals

What we'll ask you for

  • The trust deed (once — we keep it on file)
  • The year's records, same as any entity
  • A conversation before 30 June, every year, without fail
Get a fixed quote →
Beyond compliance

Strategic advisory

The return reports last year. Advisory changes next year — structure, timing and planning while the outcome is still up for grabs.

Where this earns its fee

  • Structuring: sole trader vs company vs trust, decided on numbers rather than vibes
  • Pre-30 June tax planning: super contributions, timing of income and deductions, distributions
  • Before big decisions: selling a property, taking on a partner, a windfall year
  • An accountant who'll say "don't do that" before you do it, not "you shouldn't have" after

How it works

  • Scoped per engagement or as a year-round arrangement — always a fixed fee, agreed first
  • Advice in writing, in plain English, with the reasoning shown
Start a conversation →

Not sure which of these you need?

That's exactly what the free chat is for. Fifteen minutes, no obligation, a clear answer.

Book a free chat