Australian Tax Agent and Accountant Needed
Budget: $250 – $750 AUD
Hello,
I am seeking an experienced Australian Registered Tax Agent to fully prepare and lodge my 2023–2024 tax returns. You must have expertise in trusts, companies, and individual tax compliance, with up-to-date knowledge of ATO rules, tax minimization strategies, and entity structuring.
Scope of Work (FY23/24):
=> Individual Tax Return (Sole Individual)
=> Discretionary Trust #1 — Main Trading Entity
=> Discretionary Trust #2 — Investment Income
=> Discretionary Trust #3 — Small Passive Distribution
=> Company — Potential Bucket Company receiving trust distribution
BAS Review & Lodgments:
=> Review and lodge BAS where applicable for the above entities.
Zero/Nil Return Review:
=> Review and lodge nil returns for inactive entities (additional 2 companies and 2 associated trusts with no activity for the year).
Documentation Preparation:
=> Trust distribution resolutions
=> All required ATO-compliant documentation (payment summaries, distribution statements, etc.)
What I Will Provide:
=> Fully coded, reconciled, and categorized master spreadsheet — extremely clean and ATO-aligned.
=> GST flagged and summarized across all transactions.
=> Video walkthrough explaining full structure, activity, and my tax minimization objectives.
=> Prior year completed tax returns for reference (available to awarded provider).
Budget & Expectations:
=> My CA-qualified registered tax accountant previously handled this identical scope for $400–$700 annually.
=> My budget for this full engagement is up to $700 total.
=> Preference is for experienced registered tax agents working independently (home office/low overhead) who value a long-term client relationship.
Minimum Requirements:
=> Fully Registered Australian Tax Agent (ATO registered)
=> Strong expertise in trusts, companies, inter-entity distributions, and small business structures
=> Experience with bucket companies, Division 7A compliance, small business concessions, and ATO-compliant tax minimization
=> Ability to prepare, review, and lodge all returns confidently on my behalf
Proposal Submission:
=> Confirm your Australian Tax Agent Registration Number
=> Submit your total fixed quote for full scope
=> Provide a brief summary of your credentials, experience, and tax specializations
I look forward to reviewing your proposal and hopefully building a long-term engagement.
Kind regards,
Krishaan
I am seeking an experienced Australian Registered Tax Agent to fully prepare and lodge my 2023–2024 tax returns. You must have expertise in trusts, companies, and individual tax compliance, with up-to-date knowledge of ATO rules, tax minimization strategies, and entity structuring.
Scope of Work (FY23/24):
=> Individual Tax Return (Sole Individual)
=> Discretionary Trust #1 — Main Trading Entity
=> Discretionary Trust #2 — Investment Income
=> Discretionary Trust #3 — Small Passive Distribution
=> Company — Potential Bucket Company receiving trust distribution
BAS Review & Lodgments:
=> Review and lodge BAS where applicable for the above entities.
Zero/Nil Return Review:
=> Review and lodge nil returns for inactive entities (additional 2 companies and 2 associated trusts with no activity for the year).
Documentation Preparation:
=> Trust distribution resolutions
=> All required ATO-compliant documentation (payment summaries, distribution statements, etc.)
What I Will Provide:
=> Fully coded, reconciled, and categorized master spreadsheet — extremely clean and ATO-aligned.
=> GST flagged and summarized across all transactions.
=> Video walkthrough explaining full structure, activity, and my tax minimization objectives.
=> Prior year completed tax returns for reference (available to awarded provider).
Budget & Expectations:
=> My CA-qualified registered tax accountant previously handled this identical scope for $400–$700 annually.
=> My budget for this full engagement is up to $700 total.
=> Preference is for experienced registered tax agents working independently (home office/low overhead) who value a long-term client relationship.
Minimum Requirements:
=> Fully Registered Australian Tax Agent (ATO registered)
=> Strong expertise in trusts, companies, inter-entity distributions, and small business structures
=> Experience with bucket companies, Division 7A compliance, small business concessions, and ATO-compliant tax minimization
=> Ability to prepare, review, and lodge all returns confidently on my behalf
Proposal Submission:
=> Confirm your Australian Tax Agent Registration Number
=> Submit your total fixed quote for full scope
=> Provide a brief summary of your credentials, experience, and tax specializations
I look forward to reviewing your proposal and hopefully building a long-term engagement.
Kind regards,
Krishaan