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Our “Tax Planning”




We offer a selection of fixed-price packages designed to meet the specific needs of businesses. These fixed-price accounting packages allow businesses to plan ahead and budget, knowing that they will not be receiving an invoice each time they give us a call or ask for advice.

Tax Planning Lite

$ 750

(plus GST)

1. High-level review of Xero/accounting file with focus on tax items.
2. Forecast of year-end profits
3. Zoom call (up to 60 mins) to discuss:

• Estimated tax payable
• Tax planning opportunities to reduce tax payable
• Extracting cash from the structure (bonuses vs. dividends/distributions)
• Any other year-end questions you have

Tax Planning Comprehensive

$ 1,500

(plus GST)

All of the Tax Planning Lite inclusions, plus:

• Detailed review of Xero/accounting file
• Review of corporate structure to determine whether it is still appropriate
• PAYG Instalment review/variation
• Consider impact of business distributions on your personal tax position, and review options to minimise tax payable overall
• Review personal Superannuation contributions (current year and carry forward), to determine whether additional contributions will be tax effective
• Comprehensive written report of the items discussed and agreed, to ensure all strategies are implemented appropriately

Custom Solutions

Dexterous does not apply a one-size-fits-all approach. We will sit down and discuss your needs before tailoring a fixed-price package to match exactly what you want and to fit into your budget. We offer custom solutions to specific business needs.