We help businesses pay less tax.
Paying tax isn't bad - paying too much tax is. We plan proactively through the year so your business only ever pays its fair share, and you keep more of your hard-earned cash.
Rated 4.9 from 510+ Google reviews · Chartered Accountants · Xero Platinum Partner
Only pay your fair share.
Great tax outcomes don't come from a heroic scramble in June. They come from an accountant who knows your numbers all year, talks to you before decisions are made, and builds the strategy around your goals - structure, timing, super and distributions all working together. That is what a fixed-fee relationship with open communication makes possible.
Four simple steps to reduce your tax.
- 01
Consultation
A relaxed first meeting over good coffee: your goals, your current tax position, and where we can see immediate opportunities.
- 02
Set-up
We put the right structure and Xero foundation in place - or tune what you already have - so every strategy has something solid to stand on.
- 03
Action
Your advisor implements the plan: timing, super, distributions and deductions, managed alongside your BAS and lodgment obligations.
- 04
Review
Pre-30 June planning every year, plus regular reviews so the strategy keeps up as your business and the rules change.
What a tax planning accountant in Brisbane actually does.
The phrase covers more ground than most firms admit, so here is the whole job rather than the interesting quarter of it.
The compliance floor
Company, trust and partnership returns, BAS and IAS, payroll obligations and lodgment deadlines. None of it saves you a dollar on its own, and all of it has to be right before anything clever is worth attempting. It is inside the fixed monthly fee rather than billed as it arises.
Planning before 30 June
The levers that move a tax bill - super contributions, the timing of income and expenses, asset purchases, trust distribution resolutions - all have to be pulled inside the financial year. A conversation in August is a post-mortem.
Structure
Most large, surprising tax bills are a structure problem wearing a tax bill’s clothes. Sole trader, company, trust, or a group with a bucket company behind it - the right answer changes as profit grows, and restructuring is its own piece of work.
Dealing with the ATO
We are a registered tax agent (25504639), so ATO correspondence, payment arrangements and queries about a lodged position come to us rather than to you. What that registration obliges us to do is set out on our information for clients page.
Who this suits
Brisbane business owners who are profitable enough that tax is now a real number, who want a fixed monthly fee instead of a bill that arrives after the advice, and who would rather be called in May than emailed in September. If you are a company or a trust with growing profit and no plan for it, this is the conversation.
Who it doesn’t
A straightforward personal return with no business behind it. We would charge more than the work is worth to you, and we say so on the enquiry form rather than after you have paid.
Frequently asked questions.
Is tax planning legal?
Yes - arranging your affairs to legally minimise tax is every taxpayer's right. What matters is doing it properly: legitimate structures, real substance and full compliance. That is exactly the line Chartered Accountants are trained to hold, and we steer well clear of schemes the ATO targets.
When should tax planning happen?
Before 30 June, not after. The biggest levers - super contributions, timing of income and expenses, trust distribution decisions, asset purchases - all need to be actioned inside the financial year. We run planning with every business client in Q4.
What kinds of strategies do you use?
The right structure for your situation, timing strategies, superannuation, legitimate deductions you may be missing, and distribution planning where a trust is involved. Every strategy is matched to your circumstances - never a template.
Can you help if I've already had a big tax bill?
Yes. A large bill is usually the symptom of no planning. We review what happened, fix the structure or timing that caused it, and set you up so next year looks different.
Feel confident in your tax position.
If your last tax bill surprised you, the next one doesn't have to. Book a free chat before 30 June.
Or call 07 3899 8311.
Planning is the business half. If it's your own return you're here about - shares, crypto, a rental - that lives at individual tax returns.