Tax support that’s clear, calm and under control

schedule a free discovery call

FOR SMALL BUSINESS OWNERS

No more late nights, last-minute lodgements or mystery tax bills.

We take tax off your plate with practical, proactive support — so you can stop stressing and start feeling in control.

160+

clients supported

4.9+

star rating on google

98%

client retention rate

16

years as a property investor

Tax support for small business owners who want less stress and more structure.

Tax Packages

Annual Tax Planning

For business owners who want to plan ahead, reduce surprises and take control of their outcomes.

Tax planning lets you shape the story while you’re still writing it. We’ll review your numbers before the financial year wraps up and give you a clear strategy to reduce tax, optimise cashflow, and avoid last-minute decisions. It’s your chance to stay flexible and agile, and actually change the course of your business’s results.

  • Annual tax planning meeting — timed before EOFY for maximum impact
  • Review of business performance + profit
  • Estimated tax position + strategic recommendations
  • Scenario planning for tax optimisation
  • Clear action plan with timelines

Investment: From $1,100 + GST

Company Tax Returns

For business owners operating through a company who want tax done properly, with expert eyes on every number.

Company tax is never one-size-fits-all. We’ll prepare and lodge your financial statements and company tax return with precision and care, making sure your obligations are met, your deductions are maximised, and you’re not caught off guard by what’s ahead.
  • Preparation of year-end financial statements
  • Preparation and lodgement of company income tax return
  • Review of expenses and deductions (so you get the best result)
  • Lodgement reminders and compliance tracking (to avoid penalties)
  • Plain-English explanation of your results and next steps

Investment: From $3,000 + GST

Sole Trader Tax Returns

For business owners operating as sole traders who want their tax sorted with clarity, care, and no last-minute panic.

Running a business as a sole trader doesn’t make your tax return simple, but we’ll make sure it feels that way. We take care of your individual tax return with business income and expenses included, ensuring you get the best possible result while staying fully compliant. There’s no jargon, no confusion, and no cut corners. Just expert advice and clear communication, every step of the way.
  • Preparation and lodgement of your individual tax return (including business income/expenses)
  • Review of deductions — to make sure nothing is missed
  • Expert advice on allowable business expenses
  • Clear summary and recommendations (so you know what’s working)

Investment: From $1,200 + GST

Property Investor
Returns

For property investors who want to maximise their deductions and get the best possible result at tax time.

We specialise in tax returns for property investors who want to stay compliant while getting the most from their investments. With over 16 years of personal property investing experience, Sarah understands what to claim, what to avoid, and how to get the best outcome, all while keeping you in the ATO’s good books.

This isn’t a generic service. It’s tailored, expert support for investors who want confidence in their tax returns
  • Preparation + lodgement of your individual tax return
  • Review of rental income and expenses — so you claim everything you should
  • Assistance with tax depreciation schedules — for eligible properties
  • A clear summary of your return — so you understand exactly where you stand

Investment: From $600 + GST

Trust Tax Returns

For business owners with a trust structure who need expert-level compliance and care.

Trust structures offer flexibility and protection, but they also come with specific tax obligations. We prepare and lodge your trust’s financial statements and tax return with precision, ensuring everything is compliant, clearly documented, and strategically managed. We’ll help you meet your responsibilities, maximise your deductions, and feel fully across how your trust is performing.
  • Preparation of year-end financial statements
  • Preparation and lodgement of trust income tax return
  • Review of deductions and distributions
  • Lodgement reminders and ATO compliance tracking
  • Plain-English summary of your results

Investment: From $2,500 + GST

Here's how it works

step 1: Book a call

step 2: we'll chat

step 3: Tax sorted, stress gone

Click here to book a free discovery call — or fill out the contact form if that’s more your style.

step 1: Book a call

step 2: we'll chat

step 3: Tax sorted, stress gone

We’ll talk through your business setup, what you need, and how we can help — no pressure, no jargon.

step 1: BOOK A CALL

step 2: We'll CHAT

step 3: Tax sorted, stress gone

We take care of the tax stuff so you can get back to running your business with clarity and calm.

"Not only did they improve our accounts but they identified opportunities and went above and beyond in every way!"

Adam FauLkner

We engaged with Sarah and the team at Bond Financial to review and improve our business accounts. Not only did they improve our accounts but they implemented more robust reporting and processes, identified opportunities and went above and beyond in every way! I highly recommend Bond Financial!

"Sarah is such a delight to work with"

Rhianon VICHTA

I'm highly avoidant when it comes to doing tax stuff, but her patient encouragement and advice made it all so much easier. Highly recommended!

“Her guidance & problem-solving abilities are next level.”

Nicky x Natalie

She is always super responsive and takes time to show me HOW to do things so that I become more savvy with the financials of our business. Very grateful to have Sarah and Bond Financial on our team. Our highest recommendation.

“The process was smooth, straightforward, and incredibly fast.”

Jade Lia 

Sarah took her time to understand my unique tax situation, ensuring that everything was handled accurately and in a timely manner. I highly recommend Bond Financial for anyone seeking a professional and efficient accounting firm.

“Thanks for making tax time a breeze!”

Clyde Neilson 

Sarah did an awesome job with our tax return! Sarah is extremely professional and made everything easy to understand. She was very responsive and she really went above and beyond to make sure we got the best return possible.

“Sarah asks things I have never been asked about with previous accountants.”

Indy Leigh Driver 

The whole process has been seamless, and I really appreciate the proactive approach they take to $$. Each of the services are priced at a really reasonable rate, and the quality of service far exceeds that in value. I'm particularly grateful for Sarah's attention to detail, and the gentle prompts & suggestions that have helped me to consider all aspects of my financial situation.

“Super efficient, friendly and approachable on such a daunting topic.”

Mark Johnston 

Such a pleasure dealing with Sarah and her company. They guided us all the way, providing advice and answers to all our questions. Super efficient, friendly and approachable on such a daunting topic. Thank you to Sarah and her team for all the help and advice. We appreciate it and look forward to our ongoing relationship with you and your company.

"My experience with Sarah was nothing short of amazing! "

Ashley

She kindly and patiently guided me through everything, as a young person new to organising personal and business finances, this was a huge help. I would recommend Bond Financial to anyone. Thank you Sarah!

"I’m beyond happy with their service and the extra money they helped me save. "

Nicholas

Thanks to Bond Financial and Sarah for their amazing help with my tax return. Sarah made it a breeze. She walked me through everything, patiently answered my tax questions, and ensured I got all the deductions I qualified for.

"She’s always available for a phone call to answer questions, explain something or provide advice"

Jess

Sarah has been terrific. She’s always available for a phone call to answer questions, explain something or provide advice. She processes my tax returns quickly, even though there are a lot of moving parts. On top of that, she’s just a lovely person to work with. 

After years in corporate accounting (and getting fired for taking a birthday holiday), I knew I wanted to do things differently. Not just lodge returns, but actually support people — with clarity, care, and straight-up advice that takes the stress out of tax.

We work with small business owners who are ready to stop feeling overwhelmed and start feeling in control. No jargon. No judgement. Just practical support that makes business feel lighter.

Clear, calm tax support from someone who actually gets it.

hey! I'm SARAH

ABOUT US

Frequently Asked Questions

What if I’m behind on my tax or haven’t done it properly in years?

You’re not the only one, and you’re definitely not beyond help. This is a judgement-free zone. We’ll get you up to date, clean things up, and put simple systems in place to keep things on track.

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I hate dealing with the ATO — can you handle that?

Yes, absolutely. We act as your registered tax agent, so we deal directly with the ATO on your behalf. You won’t have to speak to them unless you want to.

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Will I understand what you’re doing with my tax?

Yes. We explain things in plain English, not accountant-speak. You’ll know exactly what’s going on, what’s being lodged, and what it means for your business.

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Do I need to have bookkeeping sorted first?

Not at all. If your books are a bit of a mess, we can help clean them up, or we’ll work with your existing bookkeeper to get those numbers sparkling clean and ready for action. Either way, you won’t be doing it alone.

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How much does it cost?

We work on fixed fees, quoted upfront — no surprises, no mystery invoices. Costs depend on your business structure and what’s involved, but we’ll chat it through with you first so you know exactly what to expect.

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What do I need to send you to get started?

Once we’ve had a quick discovery call, we’ll send a checklist of what we need from you — no guesswork, no back-and-forth.

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Ready to feel calm, clear and in control come tax time?

ENQUIRE NOW

Let’s get this sorted

Tap below to book your free discovery call. We’ll talk through where you’re at, what you need, and how we can help. It’s friendly, pressure-free, and designed to make your next tax return the easiest one yet.

Spots are limited — we only take on a small number of new tax clients each quarter to give each one the support they deserve.

At Bond Financial we provide practical, judgement-free accounting support for small business owners who are done doing it all alone.

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