Packages and pricing
Fixed fees, agreed before we start
We’re fixed fee accountants. These are starting prices; we confirm yours in writing before we start.
Rated 5.0 out of 5 from 25 Google reviews · Chartered accountants · Registered tax agent
- No surprise bills
- Packages paid monthly by direct debit
- Anything extra is quoted first
Your first step
Clarity Check
Where things stand, the risks and a fixed quote
The first step for every new business client
$500 + GST
($550 incl. GST)
Fresh Eyes Review
A second opinion before you switch
Business owners and family groups (up to 3 entities)
$600 + GST
($660 incl. GST)
Setup Right
A 60-minute session on the right structure, with a written summary
One business or family. Partners, groups and complex matters cost more: see Business Structuring.
$600 + GST
($660 incl. GST)
The three paid sessions are credited in full against your first-year fees if you go ahead within 60 days.
All You Need business packages
One fixed monthly fee, paid by direct debit. Your turnover sets the package.
Every package includes quarterly BAS (lodged on time when your information arrives by our reminder date), ATO letters about our work, lodgment reminders and quick questions by phone or email.
All You Need
Sole Trader
Sole traders with turnover up to $300,000
From
$225 + GST
a month
($247.50 incl. GST)
Up to $1 million: from $350 + GST a month ($385 incl. GST)
- Your tax return with business schedule
- Pre-30 June tax check-in
All You Need
Micro
Companies and trusts with turnover up to $300,000
From
$350 + GST
a month
($385 incl. GST)
- Year-end accounts and business tax return
- Your personal tax return
- ASIC annual review (one company)
- Pre-30 June tax check-in
All You Need
Small
Turnover up to $1 million
From
$600 + GST
a month
($660 incl. GST)
Includes tax planning
- Everything in Micro
- Tax planning before 30 June, instead of the check-in
All You Need
Medium
Turnover up to $3 million
From
$800 + GST
a month
($880 incl. GST)
Includes tax planning
- Everything in Small
- Mid-year results review
All You Need
Larger
Turnover above $3 million
From
$1,200 + GST
a month
($1,320 incl. GST)
- Everything in Medium, tailored to your group
Other entities, investments, payroll and bookkeeping are added on, and every client gets a fixed quote after a Clarity Check.
Other business services
Individuals and investors
Prices include GST.
Rental properties, other income and investments are added on, and we confirm your fee in writing before we start.
All You Need
Investor package
From $82.50 a month
Your tax return, one rental property and year-round investor support, paid monthly
Behind with your tax, or thinking of switching?
Clarity Check
For individuals who are behind with returns or owe the ATO
$385 incl. GST
Fresh Eyes Review
Individuals and investors: a second opinion before you switch
$495 incl. GST
Both sessions are credited in full against your first-year fees if you go ahead within 60 days.
Pricing FAQs
How do I pay?
Packages are paid monthly by direct debit. Other work up to $3,000 incl. GST is paid when you accept our quote. For larger jobs, half is paid when you accept and the rest before we lodge.
What’s not included in a package?
We quote first for: bookkeeping; payroll processing; extra entities and personal returns; rental properties, share and property sales on personal returns; monthly PAYG withholding lodgments; FBT, payroll tax and TPAR; ATO audits and reviews; set-ups and restructures; catch-up work for earlier years; checking payroll or super compliance, unless you engage us to. Government fees, such as a company’s ASIC annual review fee, are passed on at cost.
What if I join part-way through the year?
Your quote includes a catch-up for the months already passed, because the package covers the whole year’s work, including the year-end. You see it before you sign.
What if a package ends early?
Packages run for a year. If a package ends early, we compare the fees paid with the work done and refund or invoice the difference.
What if my situation changes?
We review your fee each year, or sooner if the work changes. We always agree a new fee before doing extra work.
Can I pay once a year instead of a package?
Yes. Most work can be quoted as a one-off fee. Book a free chat and we’ll tell you which suits you better.
Are your fees tax deductible?
Fees for managing your tax affairs are generally tax deductible. We’ll confirm for your situation.
Is there anything you don’t do?
Financial product advice, including whether to set up an SMSF: we refer you to a licensed adviser. Home loans and other credit: we refer you to a broker. Legal advice, and legal documents such as wills and agreements: we work with your lawyer on the tax side.
Starting prices are the minimum for the simplest case. Government fees are passed on at cost unless a price says it includes them. We confirm your fee in writing before we start.
Fresh Eyes Review
Not sure your last tax return was right?
Get a second opinion. We review your tax return or BAS, explain what we find and what your options are.