By The Numbers

Financial & Accounting Services

For Individuals & Investors

Whether you’re an individual who’d like help to meet your annual tax obligations, or an active investor with many different financial structures and investments in your portfolio, we have the expertise to help.

We offer in person or virtual appointments, making it our business to minimise your tax, so you pay no more than you have to.

TAX RETURNS

Our basic business accounting package which will suit a small business with an uncomplicated compliance structure.

  • Registered Tax Agents
  • Experienced Tax Consultants
  • A thorough analysis of your financial circumstances
  • Sole Trader and Contractors
  • Investors – Property & Shares
  • Year-round Support

Individuals from $190 inc gst

Couples from $260 inc gst

TAX PLANNING SESSION

Our basic business accounting package which will suit a small business with an uncomplicated compliance structure.

  • Get a head start on your tax planning
  • 1 hour tax planning session
  • A thorough analysis of your financial circumstances
  • Investigate potential tax deductions, tax planning strategies, salary sacrifice opportunities
  • A detailed ‘Tax Planning Report’ provided after the session

From $220 inc gst

INVESTOR PACKAGE

Our basic business accounting package which will suit a small business with an uncomplicated compliance structure.

  • Annual Trust Tax Return
  • Sharesight Subscription
  • Xero Cash Book Subscription
  • A thorough analysis of your financial circumstances
  • Annual Tax Planning Session – Investigate potential tax deductions, tax planning strategies, salary sacrifice opportunities
  • A detailed ‘Tax Planning Report’ provided after tax planning session

From $150 / month

Fixed Price Accounting Packages

Enquire about our Accounting & Taxation Packages for Individuals & Investors

Do you own a rental property?
Do you have a share portfolio you generate income from?
Did you sell shares, investment property, holiday home or business?
Are you a sole trader or contractor?

Business Accounting / Compliance / Taxation

Xero Training & Consulting

Investors & Individuals

Self Managed Super Funds

Vehicle & Equipment Finance

Bookkeeping & Payroll Services

Ready to discuss your personal accounting requirements?

Call our team today