Tax Planning Service Fees

Catherine Smith of Wholistic Financial Solutions has specialised in the area of Taxation for a long time.  She stopped counting at 20 years.  She had 11 years experience with the Australian Taxation Office as an Audit Manager and a Fraud Investigator.  She qualified as a Designated Taxation Specialist with CPA and completed her Master Degree in Taxation with UNSW averaging High Distinctions.  Catherine has been running her own taxation practices since 2002.

Catherine's enjoys ensuring that her clients minimise their tax laibility to the full extent permissable by the law.  She is able to provide quality, educated advice on a large range of taxation issues and is able to provide fully researched reports on the more complicated areas of taxation.  Catherine is a Fellow Member of the NTAA and maintains her education by completing 30 hours technical training per year.

She is also very familiar with ATO's policies and procedures and maintains an amicable working relationship with the regulatory departments.

Get Expert Planning Advice

Our fee for this advice is based on a consultation rate of $250 per hour and the advice is given by fully qualified CPA/NTAA Accountants with over 20 years experience in taxation, business, finance, superannuation and property.

Alternatively choose our Plan - Implement - Review service where for a fixed price of $550 we willmeet with you for 1 hour to discuss your business needs, advise on the best business structure, answer any other questions you may have, setup the recommended structure for you*, and then guide you via follow email and phone calls until you are on your way.

*cost of structure not included

For all your tax planning needs email taxation@wfscanberra.com.au

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