Tax Planning & Budgeting
Business Planning Review
This is the starting point of tax Planning. We collect information about your business or individual with the goal to review the business and give our clients the most accurate financial and economic position as possible. Our approach is to use the cashflow method and forecast to meet the business goals both short term and long term. Like anything, planning reduces and minimises risks but also puts intentionality on our clients to plan for good success to the best of their ability.
Implementation of a Tax Plan
After we have reviewed your business and attained a good understanding of your tax, business & financial goals, we now put all the tailored tools required in place. This is a very critical stage we call wealth foundation "tax saving blocks" where our engagement is the difference between a tax liability and a tax refund.
Objective outcome @ 30 June
It's important to know that tax planning is not tax eversion. Avoiding to pay tax is a crime while tax planning is legal and legitimate and done within the required Australian law.