Business Accounting & Tax
Year-end accounting and tax for businesses of every structure, with ongoing support across the year.
What this service is for
Your year-end shouldn't be a surprise. We prepare accurate financial statements, lodge your tax returns and use the result as a conversation, not just a compliance task.
Built for these situations.
Companies
Trading and holding companies, with directors who want a clear picture before signing off.
Family & unit trusts
Distribution planning, beneficiary statements and trustee resolutions handled in time.
Partnerships
Partner reporting and individual return alignment, with profit splits documented properly.
Sole traders
Schedule C income reconciled with your personal return, GST and PAYG handled together.
What's included
Every engagement is scoped to your situation. Here's the typical scope of work covered under this service.
- Annual financial statements
- Company, trust and partnership tax returns
- Distribution and dividend planning
- Trustee resolutions and minutes
- Division 7A loan management
- Fringe Benefits Tax (FBT)
- Ongoing bookkeeping review (Xero)
- ATO correspondence and negotiations
How we work together.
- Step 01
Onboard your file
We review your accounting file (usually Xero) and your prior year working papers.
- Step 02
Prepare & advise
Statements drafted, key numbers explained, planning opportunities flagged before lodgement.
- Step 03
Lodge & plan
Returns lodged with the ATO, and we set the agenda for the year ahead.
Where this service makes the biggest difference.
Growing company
Profit, dividend and Division 7A position reviewed before EOFY.
Family trust
Distributions modelled across beneficiaries with tax outcomes compared.
New sole trader
Books set up properly, GST registered when it's actually beneficial.
What you can expect from us.
Advisor-led
You speak with Gav, your lead advisor.
Xero literate
We work in your file, not against it.
Proactive planning
Tax position estimated before 30 June, not after.
Clear pricing
Fixed annual packages where it makes sense.
Questions clients ask.
Have something else on your mind? Book a consultation and we'll talk it through.
You may also need.
No matter your goals, it all starts with a chat.
Pick a time that suits — a quick intro call or a longer video meeting. No pressure, no obligation.
Prefer to talk first? 0410 900 005