Verified customer reviews and ratings for the best tax planning advisors serving Sydney. Sorted by rating.
See all tax planning advisors across NSWBFS Partners is a registered tax agent and ASIC agent providing accounting, tax advisory, wealth creation, audit and assurance, business planning and bookkeeping services. They specialise in asset protection and tax planning strategies with cloud-based accounting solutions.
Ezy Tax Consultants is an ATO-compliant tax advisory firm based in Sydney and Parramatta with over 16 years of experience. They provide tax planning, compliance and strategic financial guidance to individuals, businesses, SMSFs and property investors.
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Look for TPB (Tax Practitioners Board) registration, which is mandatory for tax advice in Australia. Many hold CPA, CA, or CTA qualifications. Ask about their experience with your specific situation—NRI taxation, small business, investment income, etc.
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Confirm TPB registration, ask about their experience with your tax situation, clarify fees (hourly, fixed, or percentage-based), discuss communication preferences, and ask how they stay current with tax law changes.
Usually an initial consultation to understand your income, assets, and goals; a review of your current tax position; recommendations for legitimate deductions or structures; and ongoing advice before tax time or after significant life changes.
Most advisors recommend annual reviews, especially if your income, investments, or family situation change. A good tax planner will proactively flag opportunities during major life events.
