Tax Planning
Proactive tax planning to legally minimise what you owe and keep more in your business — fixed-fee, year-round, and easy to understand.
Plan Ahead, Pay Less Tax
Every business decision carries tax consequences — good and bad. Without a proactive approach, you risk paying more tax than you need to, or missing out on deductions you didn’t know were available.
By the time 30 June rolls around, it’s often too late to make meaningful changes to your position. That’s why we start the conversation early, so you have time to act on the opportunities we find rather than just reporting on the year that’s already happened.
What We Do:
- Estimate your tax payable well ahead of time, so there are no end-of-year surprises
- Plan for tax instalments to keep your cash flow healthy
- Identify tax-saving opportunities tailored to your business
- Review your business structure to keep it as tax-efficient as possible
- Ensure ATO compliance to help you avoid penalties
Tax Planning Benefits
We’ll work with you throughout the year — not just at tax time — to minimise your tax liabilities, forecast your instalments, and flag opportunities before they’re gone.
Frequently Asked Questions
What is tax planning, exactly?
It’s about looking ahead — reviewing your numbers before the end of the financial year so we can legally minimise your tax, rather than just preparing your return after the fact.
When should I start tax planning?
As early as possible — ideally well before June. By the time 30 June arrives, most of the opportunities to change your tax position have already passed.
How much will it cost?
We work on fixed-fee pricing, so you’ll know the cost upfront — no surprises, no hourly billing creep.
Is tax planning only for big businesses?
Not at all. Any business — from sole traders to growing companies — can benefit from knowing what’s coming and planning for it, whatever your size.
Will this help my cash flow, or just reduce tax?
Both. Forecasting your tax instalments alongside your planning means you’re not caught off guard by a bill you didn’t budget for.
Do you review my structure as part of tax planning?
Yes. We check that your structure is still working for you as your business grows, and flag it if a change would save you tax.
Let's Achieve Your Financial Goals Together
Book a free consultation with our friendly team today.
Other Ways We Can Help
Alongside accounting and tax, many clients also rely on us for bookkeeping, payroll and business structure advice. As your business grows, these services help keep your records accurate and your structure working in your favour.
Coburg's Most Trusted Accountants
Let's Achieve Your Financial Goals Together
Book a free consultation with our friendly team today.