Pricing & Offers

Our pricing depends on the work involved. We will confirm the scope and fee before starting.

Enquiry only—no online purchase or premium access yet

The prices and terms below define the planned offers, but secure checkout and automatic access are not enabled. No order will be created and no payment will be taken on this site. Enquire to confirm availability and next steps.

Tax Review

A focused professional review of one individual or sole-trader tax position for one income year.

$299one-off

One-off · AUD · GST included

Individuals and sole traders who want a clear second look and practical next steps before deciding on further accounting work.

Eligibility questionnaire and secure document request
Review of one individual or sole-trader position for one income year
One 30-minute consultation
Written findings and prioritised action list

View exact terms Enquire—no payment

Self-service toolkit

Business Tax Toolkit

Eight practical, accountant-curated checklists and worksheets for tax-time and record-keeping routines.

$49one-off

One-off · AUD · GST included

Australian sole traders and small-business owners who manage their own records and want a consistent preparation system.

Sole-trader tax preparation checklist
Practical record-keeping system
Monthly bookkeeping checklist
BAS preparation checklist

View exact terms Enquire—no payment

Compliance Companion

Ongoing educational resources, general deadline reminders and group support—not outsourced accounting or lodgement.

$29per month

Monthly · AUD · GST included

$290per year

Annual · AUD · GST included · Two months less than monthly billing

Australian sole traders and small-business owners who remain responsible for their own records and lodgements but want a clearer routine.

Full premium resource library while the subscription is active
New premium resources released during the active subscription
Monthly general compliance action checklist
General deadline reminders and regulatory-change alerts

View exact terms Enquire—no payment

Full offer details

Scope, eligibility and fulfilment

These boundaries are part of each offer. Work outside them is not silently added or charged; it requires a separate discussion and quote.

Tax Review

A focused professional review of one individual or sole-trader tax position for one income year.

$299one-off

One-off · AUD · GST included

Included

• Eligibility questionnaire and secure document request
• Review of one individual or sole-trader position for one income year
• One 30-minute consultation
• Written findings and prioritised action list
• One clarification email within seven days of delivery
• $299 credit toward an eligible annual McGregor Accounts engagement accepted within 30 days

Not included

• Tax return preparation or lodgement
• Amendments, bookkeeping or record reconstruction
• Entity restructures, financial advice or legal advice
• ATO correspondence, objections or representation
• Additional entities, income years or follow-up consulting unless separately quoted

Eligibility

• Australian individual or sole trader
• One income year and one taxpayer per purchase
• Requested information must be complete before the review begins
• McGregor Accounts may recommend a separately quoted engagement where the matter is outside this scope

Fulfilment & terms

• Delivery target: five business days after all requested information is received
• Consultation is arranged after the initial review
• Written findings are delivered to the authenticated purchaser
• The engagement credit is available only for an eligible annual engagement accepted within 30 days
• The review is based on information supplied by the purchaser and is not a tax return lodgement

Refund summary: A refund may be requested before professional work begins. No change-of-mind refund applies after the review has commenced, without limiting rights under the Australian Consumer Law.

Business Tax Toolkit

Eight practical, accountant-curated checklists and worksheets for tax-time and record-keeping routines.

$49one-off

One-off · AUD · GST included

Included

• Sole-trader tax preparation checklist
• Practical record-keeping system
• Monthly bookkeeping checklist
• BAS preparation checklist
• Deduction evidence checklist
• Tax provision and cash-reserve worksheet
• Document-retention guide
• End-of-financial-year handover checklist

Not included

• Personalised tax, accounting, financial or legal advice
• Bookkeeping, BAS preparation or lodgement
• Tax return preparation or lodgement
• Future products that are not updates to the purchased toolkit

Eligibility

• One authenticated purchaser
• For personal or internal use by the purchaser's business
• Not licensed for resale, redistribution or publication

Fulfilment & terms

• Access will be granted only after verified payment when online checkout is enabled
• Purchased resources may be viewed, downloaded and printed by the named user
• Corrections and updates to the purchased toolkit are included through the applicable income year
• The licence is non-transferable
• General educational material must be checked against the purchaser's circumstances before action is taken

Refund summary: A refund may be requested before digital access is granted. No change-of-mind refund applies after access is granted, without limiting rights under the Australian Consumer Law.

Compliance Companion

Ongoing educational resources, general deadline reminders and group support—not outsourced accounting or lodgement.

$29per month

Monthly · AUD · GST included

$290per year

Annual · AUD · GST included · Two months less than monthly billing

Included

• Full premium resource library while the subscription is active
• New premium resources released during the active subscription
• Monthly general compliance action checklist
• General deadline reminders and regulatory-change alerts
• Quarterly group compliance clinic
• Access to prior subscriber checklists and updates while subscribed

Not included

• Bookkeeping, payroll processing or record reconciliation
• BAS or tax return preparation and lodgement
• ATO account monitoring, extensions or representation
• Personalised tax, accounting, financial or legal advice
• Guaranteed compliance outcomes or deadline management on the purchaser's behalf

Eligibility

• One authenticated subscriber
• Suitable for general Australian small-business education only
• Customers needing work completed or advice applied to their circumstances should use the fee schedule or request a quote

Fulfilment & terms

• Month-to-month or annual billing with no minimum term
• Cancellation takes effect at the end of the paid billing period
• A seven-day payment-recovery period applies before access is suspended
• The subscription renews automatically until cancelled
• Monthly billing is $29 per month; annual billing is a single $290 charge
• Access ends when the paid period or payment-recovery period ends

Refund summary: Cancellation stops future renewals and access continues to the end of the paid period. Fees already paid are not refunded for change of mind, without limiting rights under the Australian Consumer Law.

Looking for accounting work to be completed?

Tax returns, BAS, bookkeeping, payroll and advisory engagements are not included in the Toolkit or Compliance Companion. Review the separate Fee Schedule for those services.

View fee schedule