Fixed fees. No surprises.

You'll know the number before I start, not after. No hourly billing, no surprise invoices, and no charge for picking up the phone.

Individuals

Tax returns

from $390

Your tax return prepared and lodged by a CPA. Answer a few quick questions and I'll take it from there.

  • Your personal tax return, lodged on time
  • Salary, bank interest and dividends
  • The deductions people miss
  • A fixed price agreed in writing before I start

Sole trader schedules, rental properties, capital gains and sales of shares or property are all handled, and priced on top of the $390. Registered for GST and lodging BAS? Business Essentials is the better fit, and I'll tell you if that's you.

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Business owners

Business Essentials

from $250/month

Everything your business has to lodge, lodged on time, for one fixed monthly fee. If you're registered for GST and lodging BAS, you start here.

  • BAS and IAS lodged every quarter
  • Your sole trader tax return, lodged
  • PAYG instalments watched and corrected
  • ATO support when you need it
  • A call from me after every BAS
  • Questions any time, no clock running
  • Deadlines flagged before they hit

$250 is the GST-registered sole trader floor. Companies and trusts start at $350/month, because a company return and financials sit on top. Your personal return, tax planning sessions and the ASIC annual statement are quoted separately.

Book a free session
Companies & trusts

Business Growth

from $650/month

Everything lodged, plus proactive advice through the year instead of a once-a-year catch-up.

Everything in Business Essentials, plus:

  • Tax planning session before 30 June
  • ASIC annual company statement handled
  • Four strategy sessions a year, one each quarter
  • Structuring and Division 7A conversations

For companies and trusts that would rather talk a decision through before they make it than hear about it at tax time.

Book a free session

These are starting prices, and your scope sets the number, which is why each level says “from”. Your exact fixed fee is always agreed in writing before any work begins. No lock-in contract at any level, and your fee is a business expense, so it's tax deductible. ASIC's own annual review fee is a government charge your company pays directly to ASIC, and is never part of my fee.

Bookkeeping and payroll sit outside every plan. Transaction volume and staff numbers vary far too much to fix a monthly price around them, so I scope and quote them against your actual books. You'll have that number in writing before anything starts, same as everything else.

The Summit promise
  • On time, every time. Every lodgement in on time, provided your records reach me by the date on your calendar.
  • The price you agreed, and no other. Your fee is agreed in writing before any work starts, and it doesn't go up for 12 months.
  • Never locked in. No fixed term. If it isn't working, end it with 30 days' notice and I'll hand your file to your next accountant promptly.

These promises are in addition to your rights under the Australian Consumer Law.

How my pricing works

Fixed, not hourly

You get a set price agreed up front. Call or email as often as you like, the clock never starts.

Confirmed before I start

I scope your work, then put the fixed fee in writing. You approve it before anything happens.

Priced on value

The goal isn't the cheapest invoice, it's the time you get back and the tax you legally save.

Questions about pricing

Because good accounting isn't a menu, the right fee depends on your situation. I show you the honest starting points so you can decide if I'm a fit, then give you a single fixed price for your actual work. No hourly surprises either way.

If you're registered for GST and lodging BAS, you're running a business, the monthly business package (from $250) is built for you and includes your BAS. If you're a smaller side operation not registered for GST, an individual return with a business schedule is usually the better fit. I'll point you the right way.

It's tailored to you, but typically wraps up your tax and compliance, BAS and lodgements, year-round advice, and the ability to call or email any time without the clock ticking. We agree exactly what's in scope at your free strategy session, then it's one predictable monthly amount with no lock-in.

Ready to stop worrying about your tax and bookkeeping?

In a free 30-minute strategy session, I'll personally review your situation and we'll map out a clear plan together. If it feels like a good fit, I'll send you a straightforward, fixed-fee proposal. No pressure, no surprises.

Book Your Free Strategy Session

Send Me a Message

What can I help you with?

Pick one, I'll point you to the right spot in about 30 seconds.