Too often I’d meet a business owner with a question that really should have been asked a year earlier. Their returns were lodged on time and nothing was overdue, but no one had ever asked them what they were planning, what was happening with their family, or where they wanted the business to be in five years.
That’s where the real cost tends to show up. Tax that didn’t need to be paid. A structure that has to be pulled apart later. An opportunity that slipped by because nobody thought to mention it.
I started XTAS to do things differently. You work directly with a Chartered Accountant who knows your file. We talk throughout the year, not just at tax time. And when something’s complicated, we take the time to explain it.
The XTAS mark is two halves that meet in the middle. One half is you: you know your business, your family and where you want to go. The other half is us: the technical knowledge, and the experience of seeing how decisions like yours tend to play out.
Good advice comes from where the two meet.
Xpert Tax Advisory & Strategy
Most of our clients are owner-managed businesses and the families behind them. They run companies and trusts, manage their own super, buy and hold property, plan for their children’s future, and in many cases deal with more than one country at once.
They come from a wide range of industries, including:
What these clients have in common is that their business and personal affairs are closely linked. A decision about the company affects the family trust, the super fund and sometimes an overseas tax position as well. We look at the whole picture, not just the return in front of us.
We also act for:
Good advice often needs more than one professional. Over the years we have built close working relationships with trusted specialists, so our clients can get joined-up advice without having to find everyone themselves:
We stay involved throughout, so the tax position is considered at every step, not just at the end.
