Small Companies and Trusts

  • Just the annual tax return nothing else:

    ~ $900 per return

  • A fixed fee to cover all your accounting needs:

    ~ Preparation and lodgement of the annual trust/company tax return

    ~ Annual financial statements and reports

    ~ Preparation of trust/company meeting minutes

    ~ Technical Xero support

    ~ Quarterly BAS lodgement

    ~ Advice throughout the year including calls and emails (limit one hour per quarter)

    $900 / quarter

  • A premium level of service to help take your business to the next level:

    ~ Preparation and lodgement of the annual tax return

    ~ Annual financial statements and reports

    ~ Trust distribution/dividend/directors meeting templates and advice

    ~ Technical Xero support

    ~ Quarterly BAS lodgement

    ~ Quarterly review

    ~ Unlimited advice throughout the year including calls, emails, and face to face meetings

    ~ Annual tax planning meeting

    ~ Preparation of budgets and forecasts

    ~ Payroll support

    ~ Assisting with letters and documents for mortgage applications

    $550 per month