Call 0451497328 or email: info@legacyaccounting.com.au
Services
Personal Tax and Financials
- Eliminate tax return errors to avoid unnecessary ATO audits.
- Meet your PAYG responsibilities with confidence.
- Identify legal strategies to reduce your taxable income.
- Interpret your finances with greater confidence through a virtual CFO.
- Lodge electronic tax return to save you time.
- Make the most from your investments to grow your wealth.
- Meet financial requirement as a trust or SMSF.
Advisory Services
- Budgeting and Cash flow forecasting.
- Create and implement a business plan program with regular check-in meetings.
- Estimate your tax obligations to avoid unforeseen ATO issues.
- Interpret your finance and receive actionable steps to grow through a virtual CFO.
- Accurately estimate upcoming compliance obligations.
- Forecast and improve cash flow to avoid unnecessary financial pressure.
- Review sales, expenses, short and long term business goals.
Bookkeeping Services
- Free up time by receiving expert bookkeeping service and save time in your compliance work.
- Convenient cloud-based system accessible remotely.
- Make confident management decision based on accurate financial position.
- Better understand your financial position through expert oversight of a virtual CFO.
- Digitize receipts, invoices and bills for faster reconciliation and auditing.
Business Compliance
- Receive support dealing with ATO compliance.
- Eliminate time consuming ATO responsibilities including payment plan negotiation, activity statement amendment and due date extensions.
- Monthly and quarterly reviews of your bookkeeping data and BAS/IAS lodgements so you can satisfy tax obligation with confidence.
- Legally register, change or update your company details quickly and efficiently.
- Protect your business from errors and audits and costs associated with it.
- Maintain accurate records for FBT compliance.
- Prepare and lodge your Taxable Payments Annual Report (TPAR) and adhere to the law with confidence.
Business Structure Set-Up
- Receive expert advice regarding your business structure to complement your goal.
- Advice on saving tax on succession planning.
- Advice on securing your business property.
- Advice on best structure for future tax planning so you can save on your tax in a legal way.
Price List
Package Category
You can choose from three different categories to meet your financial need
Compliance
$1000 per month
- All Statutory lodgements.
- Business health check
- Bookkeeping review
- Annual tax planning
- Quarterly business meetings to review business growth potential
- Unlimited phone and email support
Strategy
$1500 per month
All compliance features+
- Monthly strategic meetings to ensure business development
- Annual cash flow forecast, financial budget and monitoring performance
- Business structuring, ensuring the most suitable structure for your circumstances
CFO
$2500 per month
All compliance and strategy features +
- Fortnightly meetings to ensure business growth
- Annual strategic planning to ensure the business is on the most profitable path.
- Evaluating and establishing KPIs and monitoring performance.
- Business system analysis and review.
- Bookkeeping for the business
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Our Story
Passionate About Business
At Legacy Accounting Services, we are passionate about businesses. Mahmood has over seven years of experience in public accounting, taxation and business management. He started the business in 2022 with a view of providing affordable business service for all. He values integrity, compassion and excellence.
Client-Focused Approach
We believe that our clients' needs come first. We take the time to understand our clients' unique situations and tailor our services to meet their needs. Our goal is to provide personalized service and make the business process as easy as possible for our clients.