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Sole Traders & ABN Holders

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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.

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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.

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

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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.

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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.

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​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 from $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 @ $440.00
    Short Term Rental Returns @ $550.00
    Investor: Managed Funds Returns @ $300.00
    Investor: Crypto Returns @ $400.00
    Sole Traders Under $20k @ $350.00
    Sole Traders Over $20K @ $450.00
    Sole Traders GST Registered @ $550.00

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

ABN Holder

Additional Support

Non GST Registered ABN Holders
 

Basic Support @ $220.00 Quarterly ($74.00 p/m)

Quarterly Bookkeeping

Invoiced Beginning of each Quarter
 

Growth Package @ $330.00 Quarterly ($110.00 p/m)

Quarterly Bookkeeping

1 x 30 minute Quarterly Consult

PAYG Review

Review P&L

Goals & Direction review

Benchmarking

Invoiced Monthly
 

Premium Package @ $660.00 Quarterly ($220.00 p/m)

Details As Per Growth Package plus:
Monthly Bookkeeping

Monthly 20 Minute Consult

6 Month Contract invoiced monthly
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GST Registered ABN Holders

BAS Lodgement Program (BLP) @ $330.00 Quarterly ($110.00 p/m) 

Monthly Bookkeeping

BAS Lodgement

Software Functionality

Dedicated CRM

Invoiced Monthly
 

BLP Premium Program @ $660.00 ($220.00 p/m)

Details As Per BLP plus:

Monthly 20 minute Consult

Cashflow Review

PAYG Review

Review P & L

Goals & Direction review

Benchmarking

6 Month Contract invoiced monthly

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We specialise in personalised tax, accounting and small business support. With offices in NSW and QLD, we offer expert advice, local knowledge and over 40 years of experience.

NEWCASTLE

(HEAD OFFICE)

13-17 The Boulevarde, Toronto NSW 2283

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PO Box 232, Toronto NSW, 2283

GOLD COAST

Unit 8/46-50 Spencer Rd, Nerang QLD 4211

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PO Box 572 Nerang, Qld, 4211

Registered Tax Agent
IPA Member

PH: 1300 487 589   |   E: Info@taxinvestaccounting.com.au

© Tax Invest Accounting Pty Ltd 2025 - Liability Limited by a scheme approved under Professional Standards Legislation

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