Pricing & Services

We have laid out below our list of pricing related to each service covered at Tax Invest Accounting.

We do this so you can clearly see what is involved so you can book with confidence.

Best of all, if you are still unsure, we can arrange a free 10 minute Discovery Session to discuss any questions you may have before booking.

Individual Tax Returns $250.00

Individual Tax Return. Our tax return appointments identify all available deductions based on your industry and occupation.

Included at no extra charge:

WFH Calculations for both methods - Fixed Rate and Actual Costs
MV Set Rate
Employee Share Scheme

Additional Charges:

Foreign Income Calculations (not property)
$25.00 per income source

Sole Trader Tax Return - from $350.00

Our tax return appointments identify all available deductions based on your business industry.

Your Tax Return also includes any PAYG income and deductions.

The booking process begins with a “Start My Work” booking. As part of this step, you may choose an optional free 10-minute consultation to discuss any questions about what is required to complete your tax return.

Once we have received all necessary information, we will send you an SMS booking link to schedule a 20-minute appointment with your accountant.

Following this appointment, your tax return will be uploaded to your client portal, where you can review and sign it.

Additional Services & Charges:

Sole Trader Tax Returns Under $20k annual turnover - (Total Cost $350.00)
Sole Trader Tax Returns over $20k annual turnover - (Total Cost $450.00)
Sole Trader GST Registered Business - (Total Cost $550.00)
Bookkeeping - by request from $80.00 (Non GST)
Bookkeeping - by request from $110.00 (GST Registered)
Additional Business Schedule from $150.00
Software Checkup - $330.00
PAYG Review - $220.00
Side Hustle Snapshot - $490.00

Rental Property Tax Return - $440.00

Our tax return appointments identify all available deductions for your investments.

This Tax Return appointment also includes any PAYG income and deductions.

For couples, we offer a reduced appointment fee for your partner for only $340.00

The booking process begins with a “Start My Work” booking. As part of this step, you may choose an optional free 10-minute consultation to discuss any questions about what is required to complete your tax return.

Once we have received all necessary information, we will send you an SMS booking link to schedule a 20-minute appointment with your accountant.

Following this appointment, your tax return will be uploaded to your client portal, where you can review and sign it.

Additional Services & Charges:

Additional Property - $150.00 per property
(For couples, the partner will have a reduced fee of $75 per property)
Capital Gains Property Calculations - From $330.00 per property

Investor: Managed Funds, Shares & Cryptocurrency Tax Returns - from $300

Our crypto and shares appointments include reviewing your investment activity, calculating capital gains or losses, assessing dividend and staking income, and ensuring all transactions are reported correctly for tax purposes. This appointment also includes any PAYG income and deductions

The booking process begins with a “Start My Work” booking. As part of this step, you may choose an optional free 10-minute consultation to discuss any questions about what is required to complete your tax return.

Once we have received all necessary information, we will send you an SMS booking link to schedule a 20-minute appointment with your accountant.

Following this appointment, your tax return will be uploaded to your client portal, where you can review and sign it.

Services & Charges:

Shares & Crypto Tax Returns - $400.00
The appointment covers up to 100 transactions.
Price available upon request for transactions exceeding 100.
CGT Shares - $50.00 (Per Share Bundle)
Managed Fund Tax Return - $300.00
Additional Managed Funds - $50.00ea

Consultations & Additional Services

We offer tailored consultation sessions to support you at every stage of your business journey.

Whether you need proactive tax planning, guidance on restructuring, or a review of your PAYG instalments, our expert advice is practical, clear, and results-driven.

Each session includes personalised guidance specific to your situation.

Free 10 Minute Discovery Session.

Unsure if we are the right fit or your best path forward? This quick conversation gives you the clarity you need to decide your next step forward.
We’ll answer your questions, address any hesitation, and help you move ahead with confidence.

Restructure Consultation @$220.00
Wondering about a investing in a Trust, or maybe running your business through a Pty Ltd? Talk to us today.

Small Business Consultation@ $220.00
Do you have small business question? We cover all aspects of small business from planning to running and ending. Including GST, Payroll and Tax Advice

Tax Planning Session @ $220.00
A tax planning session is about proactively reviewing your financial position before the end of the financial year to legally minimise tax and avoid surprises.

PAYG Review @ $220.00
Our PAYG Instalment Review also includes two Telephone or Teams sessions to ensure you have the clarity and confidence to move forward.

Software Checkup @ $330.00
This includes two Telephone or Teams sessions to setup your MYOB or XERO software. Including training to get you self sufficient with your record keeping and ATO Compliant.

Monthly Bookkeeping @ $80.00 per month
This offer is for all ABN holders under $75k or not registered for GST.

Side Hustle Snapshot @ $490.00
A complete check-up for side hustlers and ABN holders who want their business set up properly and running efficiently.

Whether you’re just getting started or already earning income, this package gives you clarity, confidence, and professional support, without feeling overwhelmed.
It includes two consultations, software training, PAYG Review & record keeping assistance.

Partnerships, Trusts and Pty Ltd Tax Returns
Please contact the office on 1300 487 689 to discuss what is involved moving forward for your situation

For New Clients Only: (Action Required)
As part of the ATO’s commitment to reducing Identity Theft, we require a 100 points ID check through a Gateway Service Provider (Info Track Pty Ltd) for all new clients. Once you have booked your appointment, you will be required to call the office to begin the ID Check.

This check is only required once, and for new clients only. For more information on the ATO requirements for Tax Agents on client verification please see here

--------------------------------

Ready to move forward? Click book now to get started

Book Now

Services

Available

Side Hustle Snapshot @ $490.00
(Complete check-up for side hustles and ABN Holders)
BAS Lodgment Program @ $110.00per month
Monthly Bookkeeping @ $80.00 per month
(under $75K / Not registered for GST)
Software Checkup @ $330.00
(2 Telephone/Teams Sessions)
Tax Planning Session @ $220.00
Small Business Consultation @ $220.00
Restructure Consultation @ $220.00
PAYG Instalment Review @ $220.00
(2 Telephone/Teams Sessions)
Tax Return Appointments
Individual Returns @ $250.00
Rental Property Returns @ $440.00
Investor: Managed Funds @ $300.00
Investor: Crypto/Shares Returns @ $350.00
Sole Traders Under $20k @ $350.00
Sole Traders Over $20K @ $450.00
Sole Traders GST Registered @ $550.00

Reach out to us anytime to enquire about any of these services and how they may benefit you.

Contact Us

Side Hustle Snapshot

A complete check-up for side hustlers and ABN holders who want their business set up properly and running efficiently.

Whether you’re just getting started or already earning income, this package gives you clarity, confidence, and professional support, without feeling overwhelmed.

Who This Is Perfect For

Side hustlers earning extra income - ABN holders - Sole traders who want peace of mind - Anyone who wants their business done right, not guessed

What’s Included (Your Entitlements)

✔ Guidance On Business Software Setup
We’ll help you setup the right accounting software for your business and make sure it’s configured correctly from day one.

✔ Software Basics Training
Practical, easy-to-follow training so you understand how to use your software confidently — invoicing, expenses, and reports that actually make sense.

✔ Two Consultations
Two dedicated 30 minute sessions to:

Answer your business and tax questions
Explain your obligations in plain English
Help you make smarter decisions moving forward & confirm
during the second appointment that you are confident in taking the reigns!

✔ PAYG Instalment Review
We review your PAYG instalments to ensure they’re accurate and appropriate — no overpaying, no nasty surprises.

✔ Record-Keeping Guidance
Clear guidance on:

What records you need to keep
How to keep them
Simple systems that save time and stress at tax time

You’ll walk away knowing what’s working, what needs fixing, and what to do next