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
How To Finance Your Start-Up
You’re going into business. Now you have to figure out how you’re going to pay for it. Why? Well, because you have foregone the security of your job and employment to take a risk and try and improve your financial position. Now, let’s be realistic. You’re probably not going to be making millions straight upfront, but you need to make sure you’re covering your expenses and that you’re effectively paying yourself a wage. Otherwise, you may as well stay working for somebody else.
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Leveraging Technology
There’s never been a better time to start a small business. Advances in technology over the last few years have really given small businesses a lot of tools to leverage their business.
There are tools not only for managing your business and day-to-day financials, but also other tools which are specific to your industry and what you need to run your business.
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When is The Right Time to Invest?
Because investments can go up and down in value over a short period of time, this can make most investors nervous. Some investors will try to figure out the best time to buy an investment (this is commonly referred to as “timing the market”), then worry that they bought it too early or too late. A better investment strategy is Dollar Cost Averaging.
Read More