As year-end is rapidly approaching, Dream Financing can forecast your income and tax estimate year-to-date, then also detail any recommendations and the associated tax savings.
We offer assistance across a range of tax planning categories that you may wish to consider in the lead up to year-end:
Many clients find it helpful for us to complete a ‘pre’ year-end review of figures to give them prior warning of how high that tax bill may be with plenty of time to make adjustments. In conjunction with a tax review estimate we can also discuss legitimate strategies to help reduce your tax liability.
If you would like to opt-in for our tax planning service, please complete the form below and we will get in touch with a quote to get you started.
Note: final date for opting into this service is 31 May 2021 due to the workload at EOFY. After this date this service will be offered only if places are available.