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To prepare your tax return, we’ll need a summary of your business income and expenses (spreadsheets always welcome). If you have an online bookkeeping file (which we highly recommend), please select the “Invite Accountant” option. Our process begins with an in-depth review of your books to ensure everything is accurate before we move on to preparing your tax return. We also take this opportunity to check that your entire bookkeeping system is running smoothly. Once we’ve resolved any bookkeeping and tax queries, we’ll prepare your return. Along with your tax return (and financial statements, if applicable), you’ll receive a detailed explanation highlighting key points and insights about your business. And if you’d like to dive deeper, you always have the option to jump on a call or Zoom with Sarah to discuss your results and next steps.
Xero: [email protected]
MYOB / QuickBooks / Other: [email protected]
You’re welcome to store your receipts in our portal for safekeeping, but there’s no need to attach hundreds of receipts to your actual tax return request or organiser. We love a good summary if you have one! Key pieces of information that you should specifically attach to your tax request include: details of any asset purchases, loan documents, and bank statements for reconciliation purposes. While we’ll focus on your financial summaries and totals, it’s important that you retain ALL your receipts and evidence in case of an ATO audit.
Whether you’re dreaming of growing and scaling your small business or prefer to keep things small, steady, and simple, our focus is on making sure you stay financially healthy every step of the way. If you’re feeling stuck in the “survival trap”—always chasing the next sale just to cover costs—we’re here to guide you out and back to a place of profitability. We’re also passionate about tax planning, a practice that should be ongoing throughout the year to help legally maximise your cash flow and keep your business flourishing.
Once we receive your personal tax return request (for sole traders) or your company, trust, or partnership tax request, we’ll schedule the preparation of your return. For personal tax returns, we require upfront payment, while a deposit is needed for company, trust, and partnership returns. From the time we receive your request, signed engagement letter, and payment, you can generally expect a turnaround of about 7 days for personal tax returns or 2-3 weeks for companies, trusts, and partnerships. When everything is ready, we’ll email your tax return and financial statements for you to review and digitally sign. Once you’re satisfied, simply approve it for lodgement, and we’ll handle the rest with the ATO. If we have any questions during the process, we’ll reach out by phone or email to keep things moving smoothly.
We strongly recommend that we prepare your personal tax return along with your company, trust, or partnership return. The purpose of this is to ensure that your tax position overall is maximised and that your situation as a whole is accounted for properly. View this link to proceed with your personal tax return request.
Important note: If you’re a sole trader, you’ll need to complete a personal tax return organiser, while companies, trusts, and partnerships have their own dedicated organiser.
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Important Note: During our peak season from July to October, we prioritise maintaining our signature high-quality service. As a result, we may not always be able to take on new clients, however we’re happy to add you to our waitlist.