Tax Planning
At a MINIMUM, we sit down once a year to review where you’re heading — not just what’s happened. Our tax and business planning services are a practical discussion of your current business and personal goals over the next 6-12 months and reviewing year-to-date financials and forecasts to 30 June providing clear tax estimates under different planning scenarios. This results in actionable recommendations tailored to your structure, cash flow, and risk profile and facilitates discussing a broader lens on business issues — from funding and legal to insurance, sustainability, grants, and more