Brnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrand LogoBrnad Logo
Brnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad Logo

Maximise Your Savings. Minimise Your Stress.

At Y&S Accounting Brisbane, we don’t just lodge your tax return—we help you plan for it. Our tailored tax planning services are designed to help individuals and small business owners reduce their tax liability, stay compliant with the ATO, and make smarter financial decisions all year round.

What is Tax Planning?

ax planning is the process of analysing your financial situation or business structure to ensure all elements work together to allow you to pay the lowest amount of tax legally possible. It goes beyond compliance—it's a proactive strategy that saves money and builds wealth.

What’s Included?

Health Check

Audit & clean up your current Xero file

Setup

Done-for-you or guided setup from scratch

Training

Learn how to manage your Xero with confidence

Is This Service Right for You?

Sole Traders & Freelancers

If you're self-employed or contracting, you’re likely paying more tax than necessary. We help you structure your income, claim all allowable deductions, and manage your quarterly PAYG instalments so you’re never caught off guard.

Small Business Owners & Company Directors

From reviewing your business structure to managing director salaries, super contributions, and trust distributions, we ensure your setup is aligned with your goals. Tax planning is essential to preserve profits, boost cash flow, and reduce end-of-year tax surprises.

Property Investors

Own one or more investment properties? Our expert guidance helps you optimise rental deductions, depreciation schedules, and capital gains tax (CGT) planning—especially if you’re planning to sell or renovate.

High-Income Earners

If your income exceeds $120,000 per year, you're likely impacted by Medicare Levy Surcharge, Division 293 tax, or trust distribution complexities. We’ll work with you to explore tax-effective investments, salary packaging, and super strategies.

Our tax planning service includes:

Forecasting your tax payable based on year-to-date performance

Identifying and implementing last-minute strategies before June 30

Reviewing your business structure for tax efficiency

Superannuation contribution strategies

Investment and CGT minimisation advice

Access to tailored checklists and tax-saving tools

Guidance on trust distributions and dividend planning

PAYG instalment planning to avoid cash flow shocks

Our Process

1. Book a Discovery Call

We start with a quick chat to understand your goals and financial situation.

2. In-Depth Review & Forecast

We assess your income, deductions, and tax obligations to identify opportunities.

3. Strategic Implementation

We suggest and help you apply legal strategies to reduce your tax bill before deadlines.

4. Ongoing Support

Stay ahead with quarterly reviews, PAYG monitoring, and tax law updates.
    

Excellent advice and service. They processed my tax return and Superannuation claim once I left Australia. Even with difficulties due to the different name appearing on my passport/visa, they worked with dedication to get it done.

Juan Pablo Nicolas Ranieri

Take Control of Your Tax. Start Planning Today.

The earlier you plan, the more you save. Don’t leave your tax to chance—partner with Y&S Accounting Brisbane for smart, strategic, and stress-free tax planning.

What You Get:

Save on tax legally

Avoid nasty surprises at year-end

Get tailored advice from expert tax advisors

Suitable for individuals, investors & businesses

Book Your Free 15-Minute Tax Strategy Call

Speak with a tax expert and discover how much you could be saving. No obligations—just clear answers.

Book My Free Strategy Call

Limited availability before June 30. Secure your spot now.

Frequently Asked Questions

What happens during the free 15-minute exploration session?
I already have a Xero file — can you check it?
I’m completely new to Xero. Can you help me from scratch?
How long does the process take?
Do you offer support after training?
Do you help with payroll and STP (Single Touch Payroll)?
Can I just get the training without the setup or health check?
Do you only work with Brisbane-based clients?
    

Very knowledgeable and professional. My return was filed quickly and I got the money back within weeks.

Orlando Guerra
    

Very knowledgeable and easy to get in contact with. Excellent customer service. Highly recommended!

Cristian Campo
    

Excellent service! Total transparency and professional solvency. Very timely and diligent advice I received from Sebastian.  100% Recommended!!!

Paula Guerra Sanchez
    

The service I have received from Sebastian has been exceptional. With several years of experience he is always very up to date.
Of course I would do any procedure with them again because of their high level of knowledge on the subject.

Sebastian Gonzalez
    

I highly recommend their accounting services as the assistance we have contracted is highly professional showing great expertise in all business and personal accounting matters. I surely believe the value for money received well overpasses the expectations of service

Eastman Velasquez
    

The team at Y&S Accounting is super efficient. Always ready to help and advise in the best way.  Thanks again. 100% recommended

Alvaro Guilarte
    

Highly recommended! Professional, prompt and effective service. They guided and advised us well throughout the whole process.

Juan Polanco
    

Excellent service! I did the tax return and superannuation with them, and everything went smoothly. Very professional when it comes to answering and giving information. I would 100% recommend them to anyone who requires this type of service.

Valentina S
    

Very knowledgeable and professional. My return was filed quickly and I got the money back within weeks.

Orlando Guerra
    

Very knowledgeable and easy to get in contact with. Excellent customer service. Highly recommended!

Cristian Campo
    

Excellent service! Total transparency and professional solvency. Very timely and diligent advice I received from Sebastian.  100% Recommended!!!

Paula Guerra Sanchez
    

The service I have received from Sebastian has been exceptional. With several years of experience he is always very up to date.
Of course I would do any procedure with them again because of their high level of knowledge on the subject.

Sebastian Gonzalez
    

I highly recommend their accounting services as the assistance we have contracted is highly professional showing great expertise in all business and personal accounting matters. I surely believe the value for money received well overpasses the expectations of service

Eastman Velasquez
    

The team at Y&S Accounting is super efficient. Always ready to help and advise in the best way.  Thanks again. 100% recommended

Alvaro Guilarte
    

Highly recommended! Professional, prompt and effective service. They guided and advised us well throughout the whole process.

Juan Polanco
    

Excellent service! I did the tax return and superannuation with them, and everything went smoothly. Very professional when it comes to answering and giving information. I would 100% recommend them to anyone who requires this type of service.

Valentina S