Business Advisory

Compliance keeps you out of trouble. Advisory helps you make better decisions with your numbers. We do both — as a CPA and registered tax agent — so the same team that lodges your return also helps you plan around it.

Book a 30-minute call with Nick

Business advisory at Tax Serve is practical, not a slide deck. It’s tax planning before year-end instead of a surprise in October, a business structure that fits where you’re heading, and regular numbers you can actually use to run the business.

Tax planning

  • A planning session in March or April, before year-end
  • An estimate of your position so there are no surprises
  • Legitimate strategies to bring your tax down
  • PAYG instalments reviewed so you’re not overpaying

Structuring

  • The right entity for your stage: sole trader, company or trust
  • Asset protection and how profits are distributed
  • Restructuring advice as the business grows
  • Set-up handled end to end with ASIC and the ATO

Reporting & virtual CFO

  • Management reports that show how the business is really tracking
  • Cash flow you can see coming, not react to
  • A regular check-in on the numbers that matter
  • A sounding board for pricing, hiring and investment calls

Compliance done right

  • Company and trust financials and tax returns
  • BAS and IAS prepared and lodged on time
  • ASIC obligations and company register kept current
  • Bookkeeping kept clean so the advice rests on good numbers

How advisory works with us

Good advice needs good numbers underneath it, which is why advisory sits on top of your bookkeeping and compliance rather than beside it. Because we keep your books current through the year, we can talk about the business at any time — not just once the return is done.

Who it suits

  • Companies and trusts that want more than a once-a-year return
  • Owners planning to grow, restructure or bring on staff
  • Businesses that want to plan for tax rather than be surprised by it
  • Anyone who wants a regular read on how the business is going

What it costs

Our published Business Packages include ongoing accounting and tax support, with monthly management reports in the Enterprise package. We will explain which tax planning and advisory services suit your business and agree any additional work before we start.

Business Packages

Want to talk through your structure or plan for this year’s tax? Book a 30-minute call with Nick or phone 0407 579 448.