Sole Traders & ABN Holders

Running a business on your own? You don't have to manage the finances alone.
As a sole trader, you're wearing many hats, from delivering services to finding clients and managing admin.

Tax Invest Accounting takes the financial pressure off your plate. We help you stay compliant with ATO obligations, track your income and expenses effectively, and claim all available deductions to reduce your tax bill.

Whether you're just starting out or looking to grow, we provide tailored advice and ongoing support to help your business thrive.

With us, you gain a tax partner who understands what it's like to be in business for yourself, and has your back every step of the way.

Our Booking Process:

This 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.

See below other ways we can help!

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 Setup & Training @ $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 @ $375.00
Investor/Crypto 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.

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