Annual Tax Returns and Financial Statements

COMPLIANCE BASICS

Compliance Basics is our entry level service and suits small businesses who want us to complete just their annual Tax Returns and Financial Statements – if you do not need our assistance to grow your business and you wish to complete your own Business Activity Statements (BAS), FBT Returns and PAYG Reconciliations, then this package is for you!

Our Compliance Basics Fixed Price services attracts a minimum price of $2000 plus GST per annum. We request that you pay 50% of the fixed amount up front and 50% upon completion of our services.

YOUR PACKAGE INCLUDES

• All annual taxation requirements completed by an agreed date within an agreed budget. We will complete your annual financial statements, income tax returns, and tax administration (tax assessments and reminders)
• Annual business and personal needs review
• Loan comparison review
• Regular email updates with advice to keep you informed of relevant tax and business issues.

Important

Our fixed price is conditional upon you providing us with a properly reconciled and balanced Xero, MYOB or QuickBooks file at the end of each financial year, within a specified timeframe.

Compliance Basics is a “lite” service, because our opportunity to view your company information is only once a year.

However, you may choose to approach us for proactive advice at any time. We can provide you with an up-front fixed price quote for any of our services at any time!

Timely preparation of annual financial statements and tax returns. Peace of mind that your tax returns are lodged on time and prepared by professionals.

Business and personal needs review. Ensures you are made aware of all options available to you to protect and improve your personal financial situation. 

Loan comparison review. Confirm your loan has been properly structured to give you the best tax benefits available and has the lowest available interest rate.