Our Fees and Terms
How we charge for our work
Whenever possible, we charge flat rates instead of traditional time-based fees. so you can be confident budgeting for us to prepare your return.
Your return will be prepared by a registered tax agent and qualified accountant who is an owner of the business. We don’t outsource or offshore work. We are not a franchise.
Your income and expenses will be confidently reviewed to find tax saving opportunities. Your consultation with us will be educational and productive. You can request a full copy of your tax return with all the worksheets so you can understand how your return was prepared.
We work with you and add value whilst containing your costs. Our excellent resources and time-saving strategies can help you obtain the best outcome from our services. Discounts available for couples attending consultation together; and for preparation of several returns at the same time.
Indicative prices:
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Tax Services for Individuals, Investors & Sole Traders. |
Indicative Prices, inc GST |
| Individual Tax Return
For a typical employee using our online tax return questionnaire. This includes claiming some deductions, rebates and other sources of income e.g. bank interest, some dividends, managed fund annual statement. Also includes pre-meeting support, templates, and a 30-40 min. meeting to finalise your return to lodge on the same day. |
Base Fee $220 |
| With complex, extensive or high-value deductions;
Determination of deductibility of university self education expenses for employees. Sabbaticals, travel, per diems, relocations. Claiming home office rent or home loan interest for employees under TR93/30. |
Add from $66 |
| Income from Trusts and Portfolios where a tax summary has not been provided or where a reconciliation is required. | Add from $66 |
| Income Averaging for Special Professionals | Add $110 in years with benefit else $55. |
| Sole Trader, not registered for GST Business Schedules – doesn’t include bookkeeping or accounts re-preparation. |
Add from $220 |
| Sole Trader, registered for GST with self prepared Business Activity Statements. | Add from $396 |
| Annual GST Return. When prepared with sole trader schedule. | From $165 |
| Determination of tax residency | Add $110 |
| Rental Property – with accompanying agent statement and totals recorded on our checklist. Fees can be shared between owners, e.g. one property with two owners. | Add $275 per property |
| Rental Property – with detailed schedules, privately rented or holiday homes, new investments. Fees can be shared between owners e.g. one property with two owners. |
Add $464 per property |
| Capital Gains for Shares, Crypto – fees depend on complexity and volume. | Add from $66 |
| Capital Gains for Investment Property – with original costs, in an asset register, provided by you. | From $330 |
| Simple Main Residence Exemption sales of Property | Add $55 |
| Amended Tax Return – for small changes to returns originally prepared by us, this may be free. Amending returns prepared by other accountants, fees vary with reasons & complexity. | Variable |
| Client Update (CU) Form – if not required to lodge a tax return, includes provision of advice. | From $55 to $165 |
| Fee From Refund – trust account admin fee charged if you want to pay us from your refund | $55 for 1 year plus $33 per extra year for multiple returns . |
| Discounts For couples attending together & multiple overdue tax returns. | 10% – 25% off |
| Quick emails, phone calls and incidentals related to completing and lodging your tax return | usually free |
| Being well organised helps to minimise our fees.
Incorrect or missing information, and information supplied in stages or multiple emails, can increase the time, and hence the cost, to prepare your tax return. Our online tax return questionnaire is designed to help you avoid this. Repreparation fees will be charged if your tax return needs to be updated and paperwork resent more than once; unless by prior agreement. |
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Business Tax and Accounting Services |
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| Company Tax Return
Preparation of company tax return from your reconciled Xero, QB or MYOB file.
Financial statements: Profit & Loss, Balance Sheet. EOFY journal entries. Consultation & strategy review.
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Typically $1,320 for a company with 1-3 employees. |
| Partnership and Trust Tax Returns | Typically $440-660 for a partnership and $1,100 for a Family Trust. |
| Establish Private Company (Pty Ltd). Includes ASIC & NTAA disbursements, a consultation and ATO registrations: ABN, TFN, PAYG Withholding. Banking info pack. Arrangement of bookkeeping support. | $1,430 |
| Business Activity Statements (BAS) – the fees vary for all types of activity statements depending on the size and scale of your business and the accounts preparation required. | Typically between $165 and $330 |
| BAS Amendments – correction of activity statements including those required to correct self prepared statements reconciled during the preparation of individual tax returns. | Typically between $165 and $330 |
| Fringe Benefits Tax (FBT), payroll, salary packaging, superannuation guarantee, GST advice | Call to discuss |
| Preparing and lodging ABN and GST related registration forms, ASIC forms | From $55 |
| Cash flow analysis and budgeting. | Call to discuss |
| Record keeping and accounting system ‘health check‘ – Includes a written report with recommendations for improving your business’s tax compliance and reducing risk of ATO audit. | $330 per hour, minimum one hour. |
| Onsite Business Services Manager. Provides oversight to your bookkeeper or can assist you with record keeping at your office. Review budgeting, receivables, purchases of equipment, supplier arrangements, business plans and other strategic considerations. | From $330 p/h plus expenses |
Other Services – Administration and Bookkeeping
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| Professional services: Application for a Private Ruling; Objection to an ATO Decision; Assisting with an Audit | Based on $330/hr |
| Bookkeeping and accounts preparation, data entry, classifying transactions, GST coding, bank accounts reconciliation. Payment of a deposit is required before we start work. |
$99 p/h subject to availability. |
| Bookkeeping & BAS package with Xero to stream transactions *time-saving great value* | By agreement |
| Sending a PDF accountants copy of your tax return and related schedules. First copy is free on request. | $55 |
| Completing a factual letter to or online reference confirming taxable income under terms of engagement to support your loan or rental application. Existing clients only. | $55 |
* Please note – rates may change without notice