Tax & Financial Reporting Services

Clarity in your numbers.
Confidence in your tax.

Practical tax and accounting services for individuals and businesses, with a clear focus on accuracy, reliability and efficient reporting.

AccurateNumbers & reporting
CompliantAustralian tax requirements
EfficientPractical tax outcomes
ClearStraightforward guidance at every step
ReliableDependable support to help keep your tax obligations on track.
PersonalisedAccounting and tax support tailored to your individual or business needs.
Fellow Tax tax estimate calculator illustration

Clear advice. Accurate reporting. Tax outcomes that make sense.

Fellow Tax provides practical tax and accounting services tailored to each client’s circumstances.

The right accounting and tax treatment is applied to your financial information and lodgements, with a focus on accuracy, compliance and practical tax outcomes.

Lodge your tax todayGet your current return underway.
Lodge your BAS on timeKeep business reporting organised.
Clear outstanding tax mattersBring overdue or prior-year lodgements up to date.
Resolve ATO mattersAssistance with ATO correspondence and tax issues.
Keep your records up to dateStay ready for tax and accounting deadlines.

Clear fees. No surprises.

The fees below are starting fees for common services and basic matters. Before starting, we’ll review the information and supporting documents available and discuss the fee or fee range with you. Complex matters or additional work may affect the final fee. We’ll explain any additional fees and agree on them with you before proceeding.

FROM

Sole trader tax return

$400 + GST

Includes a review of the records you provide and preparation of your individual tax return and a standard business schedule. The starting fee assumes your records are organised and you have minimal deductions. Bookkeeping, BAS/GST work and substantial record reconstruction are not included and may incur an additional fee if requested.

FROM

Company tax return

$900 + GST

Includes reviewing the records you provide and preparing the company’s annual financial statements and tax return. The starting fee assumes transactions are clearly recorded and supporting documents are available. Transaction volume or complexity may affect the fee.

FROM

Trust tax return

$800 + GST

Includes reviewing the records you provide and preparing the trust’s financial statements and tax return. The starting fee assumes organised records. Transaction volume or complexity may affect the fee.

FROM

Partnership tax return

$800 + GST

Includes reviewing the records you provide and preparing the partnership’s financial statements and tax return. The starting fee assumes organised records. Transaction volume or complexity may affect the fee.

FROM

SMSF annual compliance

$900 + GST

Includes preparation of the annual financial statements and SMSF annual return. Transaction volume or complexity may affect the fee. Work outside these services will be discussed and quoted separately if requested. The independent annual audit is arranged with an external auditor. The audit fee is separate and agreed before the audit proceeds.

FROM

BAS & GST

$150 + GST

For BAS preparation and lodgement. Transaction volume, record quality, and any bookkeeping or reconciliation work required may affect the fee.

FROM

Small business setup

$250 + GST

One-off setup assistance for sole traders and small companies. Includes help with ABN, GST and PAYG registrations where applicable, plus an initial checklist of record-keeping and tax/BAS obligations. Company incorporation and ASIC fees are not included and may incur additional charges if requested.

AFTER SCOPE REVIEW

Financial reporting

Tailored to scope

Clear financial reporting prepared to suit the nature and needs of your business.

TAX
OUTCOMES
FOCUS
Righttreatment

Practical tax outcomes, handled carefully.

A well-prepared return should do more than record the numbers. Where appropriate, Fellow Tax reviews the information provided and relevant tax treatments to help ensure your return is prepared accurately and efficiently.

✓

Available deductions and tax offsets

✓

Timing and treatment of income and expenses

✓

Capital expenditure and depreciation

✓

Capital gains and capital losses

✓

Business and investment transactions

✓

Relevant tax concessions and applicable provisions

The objective is a tax position that is accurate, compliant and appropriately tax-efficient, based on your circumstances and the information available.

Financial reporting you can rely on.

Fellow Tax prepares and reviews financial statements so financial information is recorded and presented appropriately.

Reliable financial information provides a clearer view of your business or investment position and supports sound tax reporting and decision-making.

01Record

Capture the financial information that matters.

02Review

Check classifications, reconciliations and treatments.

03Report

Present information clearly and appropriately.

04Apply

Use accurate numbers to support tax reporting.

Simple principles.
Better outcomes.

Fellow Tax combines accounting experience with the practical application of Australian tax requirements to provide reliable reporting, compliant lodgements and informed tax outcomes.

01

Accurate numbers.

Use reliable financial information as the foundation for sound decisions.

02

Appropriate tax treatment.

Apply the appropriate treatment to the facts and circumstances.

03

Better tax outcomes.

Consider relevant opportunities based on your circumstances.

04

More money retained by you.

Meet your obligations while keeping your tax position efficient and well managed.

Ready to get your tax or BAS up to date?

Contact us today by completing the form below. Tell us what you need help with and we will contact you to discuss the next step. If you would like Fellow Tax to act as your tax agent, please let us know in your enquiry.

Postal addressPO Box 2215, Berala NSW 2141
Email enquiriesWebsite enquiries are sent to:hong@fellowtax.com.au
Your information is confidential. Information you provide will be treated as confidential and handled with appropriate care. Please only provide the information needed for us to understand your enquiry.

By submitting this form, you are asking Fellow Tax to contact you about your enquiry. We will contact you before any engagement or fee is agreed. Please review our Disclaimer before engaging our services.