Flagship
A dedicated accountant handles your BAS, tax and year-end financials, with proactive signals off your Xero file - plus unlimited advice from our accounting team whenever a decision comes up.
Handled by your dedicated accountant
Flagship
Manage required tax returns and BAS lodgements while identifying eligible deductions across everyday business expenses.
The named person who handles your file all year.
Prepared, checked and lodged.
For whichever structure you trade through.
Where you stand, what to put aside, what needs attention.
Straight to their inbox for anything on your file.
Advice from our accounting team
No cap, no balance to track.
Also included
For organisations new to Xero. See terms.
An e-book plus the Xero support video library, from day one.
Subscribe today
Add Tax + Accounting Advice to your subscription today.
Get set up
After payment, we reach out with your dedicated accountant's details and an onboarding session to get your Xero file connected and your plan live.
Stay covered
Through the year we handle your compliance, watch your file and send a signal to book advice the moment something needs attention, and send a written summary after each BAS.
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Everything in Tax, plus signals, unlimited advice and a written read on where you stand
The same plan, sized for a bigger business with more going on
$583 $350/month*
*per month with annual contract
Pay $4,200 today
$758 $455/month*
*per month with annual contract
Pay $5,460 today
* Tax + Accounting Advice is per entity for businesses turning over up to $800,000 a year. Accounting Advice is available with Tax and is not sold on its own. Bookkeeping done for you is part of Tax + Managed Accounting. full terms and conditions here.
* Same as above, for businesses turning over $800,001 to $2m a year.
Head of Tax & Accounting
Tax Director
Senior Accountant
Senior Accountant
Senior Accountant
Senior Accountant
Senior Accountant
Senior Accountant
Senior Accountant
Accountant
Accountant
Senior Accountant
Accountant
Because we are connected to your Xero file, we keep an eye on your numbers through the year. When something needs attention – a BAS coming due, a GST position shifting, cash getting tight – we prompt you to book a call with your accountant, so it is dealt with early rather than at year end. Signals are live for Xero files today, with other platforms following.
It comes with Tax, and that is deliberate. Good advice depends on us actually seeing your position. When we handle your BAS, lodgements and tax return, your accountant already knows your numbers and what is coming up, so a consultation starts with the specifics of your business rather than fifteen minutes of background.
As many as you need – there is no cap and no balance to track. Consultations are delivered by our accounting team, any Australian accountant or bookkeeper, so you can usually get a time that suits rather than waiting on one person’s calendar. Your dedicated accountant stays the named person for your compliance, your email channel and your quarterly summaries.
You keep your own Xero file and we back you with a dedicated accountant, guides and videos. If you would rather we did the books, payroll and reporting end to end, that is Tax + Managed Accounting.
Companies, trusts and sole traders that want an accountant they can actually reach during the year, not just at year end. We prepare and lodge the annual tax return for whichever structure you trade through. It is sold per entity, so each company, trust or sole trader we act for has its own plan. Which version suits you depends on your turnover – see the two versions below.
It is one plan, with two versions based on your turnover. Businesses turning over up to $800k use the standard version. Businesses turning over $800k to $2m use the bigger-business version – the same plan, sized for more complexity and volume, with more headroom and deeper quarterly summaries.
You can move up at any time – we refund the unused portion of your current plan and your new plan starts a fresh 12-month term. Moving down happens at renewal, and your dedicated accountant will talk it through with you.
Our experts are here when you need them. Clear advice, no pressure.
Our support and sales teams are available to take your call at any time between 9:00am to 5:30pm from Mondays to Fridays.
