Service
Tax & compliance, without the stress.
Tax deadlines can be a major source of worry for business owners. Our goal is simple: to make sure everything is done right and on time, with a clear plan so you don't have to worry.
Fixed fees, no surprises. Ongoing tax & advisory from $250/month.
- You want individual, company or trust returns lodged on time, with every deduction claimed.
- BAS is a headache, and you're never quite sure you've got it right.
- You're tired of only hearing from your accountant at tax time.
- The ATO makes you nervous and you'd rather someone else handled it.
What's included
Everything handled, for one fixed fee.
Annual tax returns
For sole traders, partnerships, companies and trusts.
BAS & IAS lodgement
Lodging your quarterly or monthly business activity statements.
Proactive tax planning
We work with you all year to legally minimise your tax liability.
ATO communication
Dealing with the Australian Taxation Office for you, so you don't have to.
Business structure advice
Making sure your business is set up in the smartest way for tax.
Xero setup & management
We set up and manage your Xero file so your records are always accurate.
Why choose Summit?
It all adds up to financial confidence, a clear view of your obligations so you can plan for the future.
Fixed fees, no surprises
You'll know exactly what you're paying before we start. No surprise invoices, no extra charges for phone calls or emails.
Year-round support
We don't disappear after tax time. You can reach out whenever you have a question, we're always responsive.
No lock-in, ever
Your fee is agreed in writing before any work starts, and it doesn't go up for 12 months. If it isn't working, you're free to go with 30 days' notice, and I'll hand your file to your next accountant promptly.
CPA and Registered Tax Agent
Qualified, registered and accountable, so your lodgements are done properly and on time.
What Our Tax Clients Say
"He's knowledgeable, efficient, and explains things clearly, which has given me a lot more confidence that everything is being done the right way. It's also saved me a lot of time and stress."
Jamie Whiteman
Google Review"He sent me reminders about my tax obligations throughout the year, and I didn't need to worry about anything. I plan on keeping him around for a long time!"
Lily Reed
Google Review"He took the time to explain everything and carefully clarified my expenses. Really impressed by his expertise."
Erin Paul
Google ReviewCommon Questions About Tax Services
We handle individual tax returns, sole trader returns, company tax returns, trust returns, and partnership returns. Whatever your structure, we've got you covered.
Rather than only looking at your tax once a year, we work with you throughout the year to identify opportunities to legally minimise your tax. This includes reviewing your structure, timing deductions, and planning for major purchases or changes.
Quarterly BAS is generally due 28 days after the end of each quarter (28 October, 28 February, 28 April and 28 July, the December quarter gets the longer run over the holidays). With a registered tax agent like us, you may get an extended deadline. We handle the entire process so you never miss a due date.
- 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.
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 (opens in new window)