Choose an appointment type.

New Clients
Introductory Call (Individuals including sole trader businesses)

A complimentary 15-minute session is a chance to ask questions and determine if we're the right fit for your needs.

15 minutes
Introductory call (if you have an entity)

A complimentary 15-minute session is a chance to ask questions and determine if we're the right fit for your needs.

15 minutes
General Tax Advice (for individuals)

Book a session to discuss your tax queries. We'll discuss the relevant background facts and provide tailored guidance.

30 minutes
•
$192.50
Existing Clients
Individual Tax Return Queries/Advice

Discuss queries you may have in relation to your personal tax affairs. This meeting does not include preparation of an income tax return.

15 minutes
Tax Advice including Capital Gains Tax (30 minute meeting)

A 30-minute session provides an opportunity to gain a general understanding of your situation and outline possible next steps.

30 minutes
Financial Statements and Tax Return Review Meeting (45 minutes)

Discuss your completed financial statements and tax return/s, ask questions and confirm any action items.

1 hour
Business Activity Statement (BAS) or Bookkeeping Enquiries

Discuss your BAS or day-to-day bookkeeping questions.

30 minutes
Tax Planning (Individual/Couple)

Plan ahead with tailored strategies to manage tax obligations and improve outcomes.

30 minutes
Tax Planning (Entity/Group)

Plan ahead with tailored strategies to manage tax obligations and improve outcomes.

1 hour
Xero Training/Support (30 minutes)

Practical help with Xero features or troubleshooting.

30 minutes
Xero Training/Support (60 minutes)

Practical help with Xero features or troubleshooting.

1 hour