What's Included
- Preparation and lodgement of your company return
- Review of deductions and tax-saving opportunities
- Financial statements where required
- Dealing with the ATO on your behalf
- A sign-off meeting before lodgement
Running a company means an annual tax return that goes well beyond data entry. We prepare and lodge with an eye on minimising tax legally and keeping you compliant.
Every quote is fixed and agreed before we start work, based on the complexity of your situation. Book a free 15-minute call and we'll tell you what to expect.
We'll confirm the timeframe on your free call, based on how complete your records are when we receive them.
Your due date depends on your company's circumstances and whether you lodge through a registered tax agent. We'll confirm your exact date when you book, so nothing is missed.
Typically your financial statements or access to your accounting software, bank statements, last year's return and details of any significant transactions. We'll send a checklist once we know your situation.
This is common and straightforward. We'll request a handover of your records from your previous accountant and get you up to speed with minimal disruption.
Yes. We can handle ASIC compliance, BAS and payroll alongside your tax return, so one adviser has the full picture.