REMOVE THOSE NASTY SURPRISES THAT COME AT TAX TIME – Take action now.
Investing in Tax Planning can save you significant time and money. And that is why it is one of the most valuable services we can offer. Tax shouldn’t be solely about what you owe, or what you are getting back for the financial year – We work with you prior the end of the financial year to discuss how your year has traveled and how we can improve the looming tax situation.
To put it simply, Tax Planning is a review of your information for the year to date, estimating income and expenses for the remainder of the financial year and then using this to provide you with recommendations on ways you can reduce your tax obligations. It is usually completed between March and June each year.
Tax Planning can range from a simple recommendation, such making a concessional superannuation contribution for a self-employed person prior to 30 June, or for those on a different journey, you may have multiple structures/businesses and require an analysis of your trading to date and be provided with a report with several strategies to improve your tax situation and ensure there are no nasty surprises come tax time.
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The 3 Largest Benefits of Tax Planning:
So, want to know where you fit and how we can help?
Meet George, Patrick & Rachel and Henry below and see if you relate to their business. We’ve created them to showcase the types of problems we see in businesses everyday, and how Tax Planning can help.
Hover over the images to learn more about their businesses, their stress come tax time and how Tax Planning has helped them..
We understand every business is unique.
Please see below some INDICATIVE prices for Tax Planning that we can offer. We’ve tried our hardest to package up the different prices for the size of your business.
Are you more like George, Patrick & Rachel – Or even Henry? The price of your Tax Planning really depends on your structure and complexity.
* EXCLUDING GST
Are you more like “George”? Are you on Xero, with a turnover of under $1million? This will suit you if you have a smaller structure, are new to business and don’t know how you have actually been performing.
* EXCLUDING GST
Are you more like “Patrick & Rachel”? Are you on Xero, with a turnover of $1 – $2 million? This will suit you if you have medium size structure, been in business a while and slowly seeing improvements and looking for some reassurance.
* EXCLUDING GST
Are you more like “Henry”? Are you on Xero, with multiple businesses and entities, with a turnover of over $2 million? This will suit you if you know you’re in a profit, but want to make gain an understanding of your tax situation and maximizing your personal wealth.
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First consult, obligation free.
Want some more resources? No worries!
See below our Blogs and Resources that relate to Planning, and a video from Director of Wardle & Associates, Eryan Haddon, on the peace of mind that comes with Tax Planning.
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