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More Than a Checklist

Tax Returns for Professionals Who Need More Than a Generic Checklist

For doctors, lawyers, consultants and other professionals — deductions and structuring advice specific to how you actually earn, not a one-size-fits-all return.

What's Covered

Everything Your Profession Actually Needs

Profession Deductions

Profession-specific deductions reviewed, including CPD and memberships fully.

Equipment & Insurance

Equipment and indemnity insurance claimed correctly, not left off by mistake.

PSI Assessment

A proper Personal Services Income assessment, based on how you actually earn.

Structure Advice

Structure advice — employee, contractor or company — based on your income.
How it works

How We Simplify Your Compliance & Filings

We ask about your specific profession and income sources, not a generic intake form, so nothing about how you actually earn gets missed.

We assess whether Personal Services Income rules apply to your income, so any structuring or deduction limits are understood upfront.

Your return is prepared with every legitimate profession-specific deduction included, from CPD to equipment to indemnity insurance.

Once you’re happy with everything, it’s confirmed and lodged on your behalf, with nothing left for you to chase up afterwards.

Your Questions, Answered

Frequently Asked Questions

What is Personal Services Income and does it apply to me?

If most of your income comes from your own labour or skills (common for consultants and contractors), PSI rules may limit what you can claim through a company. We'll assess this properly, not skip it.

Can you claim my professional memberships and CPD?

Generally yes, if they relate to maintaining or improving your role — we confirm what applies to your specific profession.

Should I be a sole trader, employee, or set up a company?

Depends on your income level and how it's earned — we'll walk through the actual difference for your situation.

What if my previous accountant missed profession-specific deductions?

It happens more than you'd think with generic accountants — we review your prior return as part of the process and flag anything overlooked.

Book a free 20-minute chat.

Let’s discuss your business goals and explore how we can simplify your accounting and bookkeeping.

Pricing Package

Value-Driven Investment Plans

Choose a plan that fits your goals and scale as you grow.

Monthly

Yearly20% off

Starter Plan

Best for New Investors
Featured included
  • Financial assessment
  • Basic investment strategy
  • Portfolio setup & asset allocation
  • Quarterly performance reports
  • Email support

$19.00

Growth Plan

Designed for Growing
Featured included
  • Comprehensive financial review
  • Advanced investment strategy
  • Diversified portfolio optimization
  • Monthly performance reports
  • Priority email & chat support

$89.00

Premium Plan

Best for High-Net-Worth
Featured included
  • Holistic financial assessment
  • Fully investment strategy
  • Active portfolio management
  • Real-time performance tracking
  • Dedicated advisor & priority support

$219.00

Starter Plan

Best for New Investors
Featured included
  • Financial assessment
  • Basic investment strategy
  • Portfolio setup & asset allocation
  • Quarterly performance reports
  • Email support

$119.00

Growth Plan

Designed for Growing
Featured included
  • Comprehensive financial review
  • Advanced investment strategy
  • Diversified portfolio optimization
  • Monthly performance reports
  • Priority email & chat support

$689.00

Premium Plan

Best for High-Net-Worth
Featured included
  • Holistic financial assessment
  • Fully investment strategy
  • Active portfolio management
  • Real-time performance tracking
  • Dedicated advisor & priority support

$1219.00