For a first scope check and to decide whether further advice or lodgement work is required.
Tax Lodgement
Tax consulting — business structure, rental property, GST, CGT and ATO matters
Consulting fees
Tax consulting fee
We first define the issue and documents required. Complex advice or written opinions are quoted after the scope is clear.
Quoted based on documents, complexity and whether written advice is required.
Accountant support
Handled by accountants familiar with Australian tax, ATO/ASIC issues and business structures
Tax Way Accountants reviews income structures, business models, family entities and transaction background to provide practical next steps.
- CPA accountant support
- Registered Tax Agent
- Mandarin and English service
- Scope confirmed first
Process
Define the issue first, then confirm documents and next steps
- 01 Send the background and key question
- 02 Confirm the scope and whether consultation is suitable
- 03 Review available documents
- 04 Discuss tax risk and practical options
- 05 Confirm whether lodgement, amendment or written advice is needed
Records to prepare
Prepare these records before we start
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1
ATO or ASIC notices
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2
Prior tax returns or financial statements
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3
Contracts, transaction background and timeline
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4
Business structure details
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5
Your key questions
After completion
What you receive and what we can keep supporting
Suitable consultation topics
- Property or business sale planning
- Company, trust or sole trader structure questions
- ATO or ASIC notices
- GST, CGT, foreign income or residency questions
After consultation
- Priority of issues
- Missing records
- Available pathways
- Whether a separate quote or written advice is required
Tax consulting FAQs
Can tax consulting be done online?
Yes. Most consultations can be handled by phone, video or email documents.
What does the free initial consultation include?
It is mainly used to understand the issue and decide whether further documents, advice or lodgement work is needed.
Does consulting replace tax return or BAS lodgement?
No. Consulting helps assess and plan. Actual tax return, BAS, bookkeeping or amendments are handled as separate services.
Next step
Ready to proceed? Send the documents first so we can confirm the scope
Please send the information listed in the checklist to simon.wang@taxway.com.au. If some records are missing, you can still send what you have first. We will confirm the gaps, scope and next steps.
Keep reading
Related services and articles
If you are still comparing structures, GST, ATO/ASIC compliance or ongoing tax obligations, these notes may help.
