Tax Planning Sessions

SCHEDULE A FREE CONSULT

We have three tax planning session options available:

Option A

Year End Pre-Tax Calculation
$500

  • 2 hr online accounting software review

  • 30 minute consultation

  • We’ll use your online Accounting software to run reports, in combination with what we know about your business to make a reasonable assessment of your tax position for the year ended 30 June 2021

  • We’ll provide you with a report of the findings

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Option B

Year End Planning
$800
  • 4 hr online accounting software review
  • 30 minute consultation
  • We’ll use your online Accounting software to run reports, in combination with what we know about your business to make a reasonable assessment of your tax position for the year ended 30 June 2021
  • During our review of your system we’ll make recommendations for any system changes and implementation.Assistance with decision making and guidance for your business & tax planning.
  • We’ll provide you with a report of the findings including options and recommendations for tax planning and business advice.
Book Here

Option C

Year End Planning, Associate Referral and Follow Up
$1500
  • 6 hr online accounting software review & 30 minute consultation.
  • 2 x 1 hour meetings with your Financial Planner and follow up meeting within 90 days.
  • We’ll use your online Accounting software to run reports, in combination with what we know about your business to make a reasonable assessment of your tax position for the year ended 30 June 2021.
  • During our review of your system we’ll make recommendations for any system changes and implementation.
Book Here

UNDERSTANDING

KNOWLEDGEABLE

TRUSTWORTHY

We are accountants by education, not by nature.