Business Taxation & Planning
Business tax compliance and considered planning for companies, trusts, partnerships and sole traders.
Professional support tailored to your circumstances
Business taxation involves more than preparing an annual return. We consider your trading results, ownership structure, distributions and significant transactions so that advice reflects the wider position of your business.
How we can assist
- Company, trust and partnership tax returns
- Sole trader business taxation
- Year-end tax planning and forward estimates
- Division 7A and shareholder loan matters
- Dividends, remuneration and trust distributions
- Capital gains and business transactions
Our approach
Early discussions allow time to review the available information before decisions are made. We explain the accounting and taxation issues relevant to your circumstances, and identify where further legal or specialist advice may be needed.
Information to have ready
For an initial discussion, the following information helps us understand your requirements. We will confirm the records needed for the engagement.
- Your latest financial statements and tax returns
- Current management accounts and forecasts
- Details of owner withdrawals, loans and proposed transactions
Discuss your accounting and taxation requirements
Tell us about your circumstances, the support you need and any relevant deadlines. We will discuss the next steps and the appropriate scope of professional support.