Business Tax + Advisory Services
Halo Tax + Accounting is more than just a traditional tax and accounting firm.
Our friendly tax professionals guide you through the complexities of business taxes and offer tailored advice for Sole Traders, Partnerships, Companies and Trusts.
We make it easy for you to understand your financial situation so you can focus on running your business and plan for the future with confidence.
WHO WE HELP
Businesses, big and small
Yours may be a Business of One, Some or Many.
You may operate online or in-person; across the suburb, the country or the world.
Your business is unique, and we at Halo Tax + Accounting champion that and want you to succeed.
We work with Sole Traders, Family businesses, Small to Medium Enterprises (SMEs), Partnerships, Companies and Trusts across the eastern suburbs of Sydney with:
- Full suite business tax and accounting services.
- Professional advice to help manage your entity’s fiscal health.
Our clients are vibrant and diverse, operating from sole traders to large companies across:
- Professional Services
- Trades and construction
- Retail
- Hospitality
- Entertainment & the Arts
- Law
- Architecture
- Consulting
- Service based industries
- Health and Wellbeing
- Education
- Medical
BUSINESS TAX PREPARATION
Every day and every EOFY, we’re here to help +
Whether you’re:
- considering starting a business,
- have just launched a business,
- are adapting your business to new challenges such as COVID
- scaling up your business, or
- are a well-established business owner,
Halo Tax + Accounting supports your business to launch, grow, pivot or mature in the most fruitful way possible.
If your business is ready for the next stage, let’s plan it to thrive.
HOW WE HELP
Business Tax & Advisory Services +
We provide you and your business with a full suite of TAX and ADVISORY expertise:
TAX +
COMPLIANCE
BUSINESS
ADVISORY
BOOKKEEPING
SERVICES
CORPORATE
SECRETARIAL
Business Tax + Compliance
BUSINESS TAX RETURN LODGEMENT
Our team has extensive expertise with all tax structures and business types.
We prepare your business tax return at a reasonable price, advise on minimizing tax payable, and ensure you take advantage of every legal deduction you’re entitled to.
STRESS FREE Tax COMPLIANCE
You’ll have peace of mind knowing that your tax return is fully compliant with Australian taxation law.
This is especially important as we encounter changes in taxation regulations and government business support since 2020.
ATO LIAISON
We communicate with the ATO on your behalf for lodgement deferrals, waiver/reduction of penalty & interest, or payment arrangements.
Business Advisory
Structuring
We inform you on the best ways to set up your SME, Partnership, Company, Joint venture or Trust for a smooth launch and efficient growth.
- Initial business setup to facilitate tax effectiveness and asset protection
- Cashflow Management Tips: We advise on the best habits and methodology for successful cashflow – the lifeblood of your business. See Bookkeeping below.
- Restructuring advisory
- Due diligence on sale or purchase of a business
- Exit strategies & succession planning
Performance Reporting
We create snapshots of your business that are critical for checking the present and future health of your business.
- Your Business Performance Reporting
- Industry Comparison Performance Reporting
- Financial statements
- Audit statements
- Management reports
- Success Snapshot, covering the entire money ecosystem of your business:
- Equity
- Cashflow
- Expenses and Assets
- Profit
- Surplus
Strategy and Future-Thinking
Continued success takes grit, energy and expert guidance. We run alongside you, equipping you with the advice you need to make smart business decisions.
- Initial business setup to facilitate tax effectiveness and asset protection
- Cashflow Management Tips: We advise on the best habits and methodology for successful cashflow – the lifeblood of your business. See Bookkeeping below.
- Restructuring advisory
- Due diligence on sale or purchase of a business
- Exit strategies & succession planning
Our Business Advisory services help you achieve your goals, smarter, better, faster.
Why just survive in business, when you can thrive?
Have a chat with us today.
Bookkeeping
ASSISTANCE WITH SINGLE TOUCH PAYROLL
We help you set up your single touch payroll system if you do not currently use it.
And if you do, we check the correct tax rates are applied for your employee salaries and wages, pay as you go (PAYG) withholding and superannuation.
BUSINESS ACTIVITY STATEMENTS
Let us tame the BAS beast! We compile and lodge your quarterly or annual BAS statements for you, ensuring full compliance to the latest regulations and requirements.
We calculate your installments such as Pay As You Go (PAYG), GST, Fringe Benefits, Luxury Car, Fuel Tax, Capital Gains and more.
GST REGISTRATIONS
If your business income will soon reach the Goods and Services Tax (GST) threshold, our friendly team can register your business for GST and advise you on how GST works.
We then manage your tax return, calculating items such as input tax credits, small business GST tax concessions, and adjustments.
Corporate Secretarial
Corporate Secretarial work is a major part of a company’s governance framework.
Our experienced accountant can navigate your company through complex regulatory policies, automate transactional processes and ensure ASIC and ASX compliance.
- ASIC compliance service
- Review and Maintenance of Records and statutory books
- Reservation or Registration of Business Names
- Preparation and Lodgement of Forms for ASIC
- Provision of Registered Office
- Address for Local and Foreign Companies
- Local Agent services for Foreign Companies
- Minute Taking at Board Meetings
- Attendance to all other statutory requirements
- Documentation when forming or deregistering a company
With Halo Tax + Accounting as your corporate secretary, your Company Directors save time, money, and can make more confident decisions.
Book with us +
We are currently upgrading our online booking form.
To book an in-office, phone or video conference appointment with Halo Tax + Accounting, please call 02 9497 5005.
Greg Bartels
MAcc PGDipMgt MIPA
YOUR REGISTERED TAX AGENT AND PUBLIC ACCOUNTANT
We’re on your team +
“My team is friendly and approachable – feel free to ask us anything. I understand how important your time is, because I’m a business owner myself.
I work closely with you and tailor my advice specifically to your needs.
Outsourcing your tax management to us is easy. We could get started this week!
Book a Standard appointment if you are a sole trader, or small business owner with simple tax affairs.
Book an Extended appointment if you run a medium or large business, or a Company.
What our clients say.
“By far the best accountant I’ve dealt since being in Australia”
I’ve been using Greg for a couple of years now and he is by far the best accountant I’ve dealt since being in Australia. He’s thorough and helpful and always wanting to get the best result for you.
– Connor Dunne
“Greg came highly recommend.”
Greg came highly recommended. As this was my first time using an accountant I wasn’t sure what to expect.
Greg was very professional and clearly explained all my options and made it simple for me to understand my personal and new business tax lodgement. Thank you!
– Sam Guevara
“Greg helps his clients understand important financial issues relevant to them.”
Greg Bartels is personable, professional and takes the time to help his clients understand important financial issues relevant to them. Highly recommend his services.
He has helped me reconcile my tax affairs abroad and at home which is one of his special skills.
– Gerrit Lebbink
Read more reviews here
Visit us +
We are more than happy to meet you in person in our offices, or over the phone.
Let us know what works best for you.
Level 7, 14 Martin Place, Sydney NSW 2000
Phone: (02) 9497 5005
Mobile: 0422 452 536
Email us: [email protected]