Accounting & tax.
Tax returns, BAS, financial statements and year-round tax advice for small businesses, investors and individuals across the Northern Beaches and Lower North Shore.
Book a free call20+ years experience · Xero, MYOB & QuickBooks · Northern Beaches & Lower North Shore
Local accountants who look behind the numbers
Trinity Partners has been providing accounting and tax services around the Lower North Shore and Northern Beaches for over 20 years. When you call us, you talk to an expert who knows your business, not a call centre.
We don't just lodge your returns. We look at what the numbers are telling you and help you plan ahead, so tax time holds no surprises.
- An experienced, local accountant you can talk to
- Fixed fees agreed up front
- Proactive tax planning, not just compliance
- Xero, MYOB and QuickBooks certified
Accounting & tax services
Everything you need to stay compliant with the ATO and ASIC, with advice to help you keep more of what you earn.
Individual & investor tax returns
Personal returns for employees, sole traders and property and share investors, with every deduction you're entitled to.
Company, trust & partnership tax
Annual tax returns and year-end compliance for companies, family trusts and partnerships, including trust distribution planning.
BAS, GST & PAYG
Quarterly or monthly activity statements prepared, reviewed and lodged on time, so you stay on the right side of the ATO.
Financial statements
Year-end financial statements and management reports that give you, your bank and your investors a clear picture of performance.
Tax planning & advice
Pre-30 June planning, business structuring and ATO correspondence handled by an experienced tax accountant.
SMSF & ASIC compliance
Self-managed super fund accounts and annual returns, plus company secretarial and ASIC annual review obligations.
Our business packages
Our business plans are simple and flexible. We have one for every stage of growth — or contact us and we'll customise a plan to suit your business needs.
Startup
Services Included
Perfect for the startup business where you want just the basics taken care of and a proactive accountant on standby. See also our Startup Services.
- Monthly bank reconciliationMax 25 transactions a month
- Payroll for 1 staffAdditional staff at $5 per payslip
- Quarterly Health Check-Up
$399(monthly)
Choose PlanGrowth
Services Included
You are kicking goals and have big ideas, and need time to implement them. Your accountant should be your business partner, providing a sounding board and advice.
- Monthly bank reconciliation for up to two bank accounts
- Payroll for up to 5 staffAdditional staff at $5 per payslip
- Data entry automation via Hubdoc
- Monthly Business Health Checks
$599(monthly)
Choose PlanEstablished
Services Included
With a firmly established business you now need people who can look after the details. You may even need a CFO or advisor to help make important financial decisions.
- Payroll for up to 10 staffAdditional staff at $5 per payslip
- Xero integration and data entry automation
- Management reporting and advice, as well as all your compliance needs taken care of
$1,100(monthly)
Choose PlanBook your obligation-free meeting
Meet us in person in Dee Why, call us on (02) 9045 1511 or book a time online.