Tax Planning

Looking to save money with tax planning? Wilson Pateras’ tax advisors can assist you to minimise your tax. Providing you with advice that is tailored to your individual or business goals and requirements, your tax advisor will develop a plan that puts you in the best possible financial position.

award-winning accounting

Minimise the Tax You Pay

There are a number of ways businesses and individuals can legally reduce the amount of tax they pay, whilst still complying with ATO requirements. Wilson Pateras’ expert tax advisors will:

tax advisors

Our Full Range of Taxation Services

We work closely with businesses and individuals to maximise their tax deductions. Our skilled tax consultants can help you with:

Award-Winning Tax Advisors

Our proactive approach helps you make better financial decisions

We don’t only help to minimise your tax but also proactively provide you with financial and taxation advice aligned with your business and personal goals. Our award-winning accountants will take time to understand your current situation and where you want to be in the future. With us you’ll gain a better understanding on your financial position and how your decisions can impact the amount of tax you pay. 

Tax Planning Strategies for Businesses

An effective Tax planning strategy focuses on three key areas, which are: reducing your income, increasing your deductions and using the lower tax rates. For businesses your strategies may include:

Tax Planning Strategies for Individuals

Individuals can claim deductions related to earning taxable income. To be eligible for a work-related deduction, you have to be able to prove that you made the purchase and you must have not received an reimbursement. Your personal income tax planning can also involve:

tax planning

Tax Planning Season

Tax planning  usually takes place from April to June – and it’s a time when your accountant will spend time poring over the last nine months of your financial affairs and strategises the management of your tax obligations. Accountants will ideally get together with you and discuss the year that’s been.  If your income has increased or decreased in the last financial year, your tax bill will be affected. Wilson Pateras’ Tax Advisors will also incorporate any budgetary changes into tax planning for you and/or your business, maximising your wealth.

Get a Complimentary Tax Planning Consultation

Book in a meeting with our skilled tax advisors to learn more about tax planning. The first consultation is free and comes with no obligations, so fill in the form below and one of our tax consultants will get back to you shortly.

Book a consultation

Wilson Pateras Tax Advisors Near You


Level 1, 678 Victoria Street
Richmond VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888

Before you go...

Get this free checklist covering over 50 items you may have failed to claim in your tax return in the past.