

Tax Planning & Accounting for Growing Businesses
Most accountants lodge your return and send the bill. That's compliance. It's the minimum.
If your business is past $1M revenue, compliance isn't enough. Your tax position needs to be managed across the year — not reported after the fact. That's the difference between an accountant who reacts and one who plans.
HelloLedger works with business owners who want the second kind.


What we handle
Everything that affects what you pay, what you keep, and how your business grows.
Tax compliance is part of what we do — not the whole of it. We handle your income tax returns, BAS, EOFY preparation, and ATO obligations. But we do that as part of an ongoing tax strategy, not as a once-a-year transaction.
What that looks like in practice:
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Your tax position is mapped well before year end, not summarised after it
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Opportunities to reduce tax are identified while there's still time to act on them
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Structural decisions — distributions, superannuation, entity choices — are made deliberately, not by default
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You're contacted throughout the year, not just when a lodgement is due
No surprise bills. No calling us in June to ask what happened in July.


Who Is This For
Built for businesses that have real complexity.
If you're running a professional services business, a growing agency, a law firm, a consultancy, or a trade business with staff and revenue above $1M, your accounting needs are different from a sole trader's.
You're making decisions that have real tax consequences — hiring, structure changes, distributions, asset purchases, super contributions. Those decisions need an accountant who's across your numbers before you make them, not after.
That's what this service is designed for.
At this level, the decisions you make now shape your tax position for years. Getting the structure right, timing distributions correctly, maximising super contributions, these aren't things to figure out at tax time. You need an accountant who's thinking about you all year-round.



Why Choose HelloLedger for Tax Planning & Accounting
Proactive, not reactive
We map your tax position months before it's due. If something needs to change, we tell you while you can still do something about it.
Senior-level attention
You work with a CPA, not a junior. Every client gets direct access to their accountant through the HelloLedger Client Portal — questions answered when they come up, not at the next scheduled meeting.
Year-round visibility
You'll always know where your tax position sits. No waiting until EOFY to find out what the year looked like.



What's included
Our Accounting & Tax service covers:
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Income tax returns for companies, trusts, and individuals
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BAS and GST obligations
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PAYG and payroll tax
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EOFY preparation and tax planning
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ATO correspondence and audit support
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Ongoing tax position monitoring
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Proactive advice throughout the year
Everything managed by one accountant who knows your numbers, your structure, and where you're headed.

Ready to work with an accountant who plans ahead?
Book a free 15-minute discovery call. We'll have a straight conversation about where your business is now, what your current accounting is missing, and whether we're the right fit.
We don't take on every client — we work with businesses where we can make a genuine difference. If that sounds
like yours, let's find out.