Book A Time For Your Tax Return
You can select a team member on the next page for your individual tax or couples tax return.
Saving Tax
Building Wealth
Business Growth
Protecting Assets
Dear Entrepreneur
Do you sometimes feel that despite having built a successful business when it comes to numbers, you still don’t fully understand how your business works?
Do you have to chase your accountant to ensure the taxes are filed before they’re due?
Are you still unsure if your business is structured properly?
No fee surprises
No tax bill
No stuffy accounting talk
No fee surprises
No tax bill
No stuffy accounting talk
See Our Expert Team
TERRY SOFRA
Director/ Senior Partner FCA, CPA, CFP
TRACEY SOFRA
Partner/Financial Advisor, CPA, CFP
GLENN TRICKEY
Partner/Financial Advisor, CFP
TRENT HADFIELD
Partner B.Com, CA
Here's how it works:
Step 1
Book a free meeting
Step 2
Implement proven and easy to apply strategies
Step 3
Watch your business grow
Anyone can prepare a tax return, we provide tax advise that could reduce your tax bill by 75%
If we can legitimately reduce your tax by half or more, would you be prepared to pay $20K?
Not ready to get in touch? Grab one of our free ebooks
The 7 Biggest Mistakes when Choosing an Accountant
Selecting the right accountancy firm is an essential component in the growth and success of any business. Yet it’s an often-overlooked step that is leaving many businesses at a disadvantage.
Download our free e-book to find out the crucial information when you are choosing an Accountant.
“Why Businesses Stop Growing & What You Can Do About It“
Terry Sofra and Steve Hackney show you exactly what you need to do to ensure that your business not only survives in any economy, but thrives:
Blogs
Planning Your Cash Flow Budget
An essential part to any business plan is the Cash Flow Budget.
This involves planning out the income and expenses you’re expecting from your business; it’s really important because you need to have a guide or something that you can work to. Also, when you’re providing business plans to banks and other financial institutions, they would like to see how you’re actually going to make money, and if it’s going to work out with business. Now, it’s important when doing a cash flow budget that you are realistic — it’s very easy to overestimate your income and underestimate your expenses — so one key thing is to be realistic.
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Tracey Sofra Wins Financial Planner of the Year
Tracey Sofra was announced as the Financial Planner of the year in the 2017 Women in Financial Services Award. This award looks to recognise an outstanding female professional working in financial planning.
Read More
Larger Corporations Are Becoming Increasingly Slow Payers: Here’s how to lessen the pain!
We are seeing a growing trend experienced by our SME clients whom provide services to large companies, this is the large corporations are pushing out their payment terms. We have […]
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