…we actually are.

Honesty is the best policy.

No Fuss. Here is how it works:

Step 1 – The Foundations

Lets kick things off with a free-chat. No catches and no hidden sign ups. Just a couple of humans, having a chin-wag about tax and business.

Step 2 – The Scope

Not everyone cares about business and tax the way we do… and that is totally fine! You tell us how far down the rabbit hole you want to go, and we won’t over sell.

If you want to meet once per year for your annual returns, that’s awesome!

Quarterly? See you then!

Monthly? We’ll bring the coffee!

Step 3 – The Relationship

We won’t invite you into some sterile, character-less office and spit out empty promises. We want you to know us, and we want to know you. Lets connect at a café, a pub, or your workplace. We want to hear about your plans now, your plans in the future, your goals, and your needs.

Step 4 – The Magic

Once we are on the same page, that’s when things heat up. Here, we’ll be in contact throughout the year with optimisations, strategic-hacks, and quality of life updates to keep your personal and business affairs cruising.

For us, this is all about learning. Behind the scenes, we are constantly learning about new taxation laws, the economy, the direction of the future, advancements in tech, and anything else which we think might add value to your world.

Step 5 – The Basics

We know its not exciting, though the first round of tax-compliance reads like a book. This is the boring part, however it really gives an insight your world and gives a chance to prove ourselves to you.

We do promise to make this part as fun as possible. Think: meetings on picturesque rooftops; local parks on a sunny day; or at your favourite café (coffee is on us). All with some incredible banter about current events alongside.

Step 6 – The Future

This is the best stage! We know that any relationship worth having takes time and effort – and we are keen to hold up our end of that bargain.

In this final part, the learning in Step 4 is wrapped up into a collection of ideas, pathways, goals, and challenges. All of which are designed to maximise your business plans, create an easier day-to-day, strategize a tax effective investment portfolio, or just work through any upcoming plans; readying ourselves to do it all over again next year.