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Top 27 Tax Planning Advisors in Sydney, NSW

Verified customer reviews and ratings for the best tax planning advisors serving Sydney. Sorted by rating.

See all tax planning advisors across NSW
Finding the right tax planning advisor in Sydney means looking for TPB registration, relevant experience, and clear communication. All reviews on TopAccountantsAustralia are verified and based on real client feedback. Use this directory to compare credentials, specialisations, and track records before making contact.
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#1 Tax Planning in Sydney
Sydney, NSW
4.9(92)

BFS 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.

Accounting & Tax AdvisoryTax PlanningAsset ProtectionWealth Creation
Indian Tax Agent in Australia | Nobilis NRI Taxation Pty Ltd
Sydney, NSW
5.0(28)

Nobilis NRI Taxation is a tax consulting practice offering specialized services to Non-Resident Indians worldwide. They provide end-to-end assistance on tax regulatory issues in India and abroad, with offices in India, Australia, and the United States. Their services include tax compliance, property sale planning, business setup, and accounting for NRIs.

Tax filing and returns (Australia and India)Property sale and tax planning (India)Setting up a business in IndiaSetting up a business in Australia
Sydney, NSW
5.0(15)

Swanson Reed assists companies claim the R&D tax incentive. With offices nationwide, they manage all facets of the R&D tax incentive program, from claim preparation and audit compliance to management of full claim disputes in the Administrative Appeals Tribunal (AAT) and beyond. One of Australia's largest specialist R&D tax advisory firms with approximately $500 million of R&D tax incentive claim spend under management.

R&D Eligibility AssessmentsR&D Tax Incentive Claim PreparationAssurance and AdvisoryAudit Advisory
Expert Business and Tax Advisory
Sydney, NSW
5.0(14)

Expert Business and Tax Advisory provides comprehensive tax planning, compliance, and business advisory services to individuals and businesses across Australia. They offer statutory registrations, tax returns preparation, virtual CFO services, SMSF accounting, and government grants assistance.

Tax planning and complianceBusiness advisoryTax returns preparationSMSF accounting
George Kemp & Associates
Sydney, NSW
5.0(8)

George Kemp Associates is a family-run chartered tax accounting and advisory firm located in Sydney's CBD, providing tax, accounting and advisory services to a diverse client base including medical professionals, entertainers, executives, entrepreneurs and small business owners.

Tax planning and advisoryAccounting servicesBusiness advisory
Waterhouse Tax Lawyers
Sydney, NSW
4.7(27)

Waterhouse Lawyers is a boutique law firm specializing in all tax matters. Led by Tania Waterhouse, a former ATO Director with almost twenty years of legal experience in tax, the firm assists clients with ATO disputes, tax audits, tax debts, and tax planning.

Tax AdviceTax AuditTax DebtTax Dispute
Sydney, NSW
5.0(5)

Mathews Tax Lawyers is a tax law firm specializing in Australian Federal and State tax law, providing expert advice on personal and business tax matters, tax disputes with the ATO, and tax agent regulatory matters. The firm is led by Mark Mathews, a legal practitioner with more than 30 years of experience in tax law.

Personal tax adviceBusiness tax adviceTax disputesATO audits
Nexia Australia - Sydney Office
Sydney, NSW
4.6(9)

Nexia Australia's Sydney office provides advisory, tax, and audit services to individuals and businesses. They offer personalised tax strategies, business consulting, financial reporting, and sector-specific expertise across multiple industries.

Tax planning and strategyAudit and assuranceBusiness advisoryWealth management
Sydney, NSW
3.5(6)

MGI Sydney is an accounting and advisory firm that provides services including accounting, tax compliance, audit and assurance, superannuation, and business advisory to both domestic and international clients.

Accounting and tax compliance servicesAudit and assurance servicesTax consultingSuperannuation services and SMSF accounting
ACE BIZ
ACE BIZServes Sydney
Norwest, NSW
5.0(85)

ACE BIZ is an accounting firm in Sydney providing accounting, taxation, bookkeeping, payroll, and financial advisory services to businesses of all sizes. Established in 2012, the firm has over three decades of collective experience and partners with Big Four firm backgrounds.

AccountingTaxationBookkeeping and PayrollSelf Managed Super Fund (SMSF)
Ezy Tax Consultants | Sydney Tax Agents and Advisors
Parramatta, NSW
4.9(105)

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.

Individual Tax PlanningCompany Tax ReturnsSMSF Annual ReturnsBookkeeping
BPTAX
BPTAXServes Sydney
Kingsford, NSW
4.9(49)

BPTAX is a professional accounting and taxation advisory firm based in Sydney with more than 20 years of experience, supporting business owners, investors, and SMEs across Australia. They provide accounting, taxation, business advisory, and wealth structuring services designed to help clients build stronger financial foundations and make confident financial decisions.

Business AdvisoryAccounting & Tax ComplianceTax PlanningWealth Structuring
D.L.I Tax
D.L.I TaxServes Sydney
Oran Park, NSW
5.0(22)

D.L.I Tax is a professional tax services firm specialising in tax, accounting, and general business consulting for individuals and small businesses. Located in Oran Park, NSW, they provide personalised financial solutions with a focus on maximising tax refunds and ensuring compliance with ATO guidelines.

Income tax returnsBAS and GST servicesBookkeeping and payroll managementCapital gains tax consultation
North Kellyville, NSW
5.0(12)

Prime Accounting & Tax Solutions is a boutique accounting and tax practice serving small to medium-sized businesses in Sydney. They provide tax advisory, financial planning, bookkeeping, payroll, and business advisory services with an emphasis on personalized client relationships and compliance.

Tax AdvisoryTax PlanningTax ComplianceBookkeeping
AccuFin Taxation Service
Melonba, NSW
5.0(11)

AccuFin Taxation Service is a registered tax agent and qualified accountant based in Sydney specialising in personalised accounting, taxation and strategic business advice for small and medium size enterprises. They offer individual tax returns, business accounting, company setup, and tax planning services, with online tax lodgement available.

Individual Tax ReturnsCompany Set UpBusiness AccountingABN/TFN Setup
UBS Accountants
UBS AccountantsServes Sydney
Homebush, NSW
4.7(79)

UBS Accountants is a trusted provider of accounting, taxation, and business advisory services in Australia, helping individuals, startups, and established businesses simplify their finances and achieve long-term growth. The team combines technical expertise with personalised solutions designed for compliance and financial stability.

Taxation servicesBookkeepingVirtual CFOSMSF (Self Managed Super Funds)
Brookvale, NSW
5.0(7)

Ideal Business Consultants provides full-service accounting packages including bookkeeping, tax accounting, and tax consulting for small and medium-sized businesses. The team of Chartered Accountants uses cloud-based systems and online tools to help clients manage their finances and compliance needs.

BookkeepingTax AccountingTax ConsultingPayroll
Elite AccountantsServes Sydney
Bankstown, NSW
4.2(25)

Elite Accountants is a firm of Chartered Accountants providing professional accounting and taxation services. They offer bookkeeping, tax returns, business registration, trust, and self-managed super services with availability until 9pm on weeknights.

Tax ReturnsBookkeepingBusiness RegistrationSelf-Managed Super
TND TaxServes Sydney
Strathfield, NSW
2.9(17)

TND Tax provides personalised tax and accounting services to individuals, businesses and investors across Australia. The firm offers personal income tax returns, business tax services, superannuation setup, bookkeeping and financial planning to help clients minimise taxes and build lasting wealth.

Personal income tax returnsBusiness tax returnsSelf-managed superannuation fundsCompany creation

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Tax Planning Advisors in Sydney — FAQs

What qualifications should a tax planning advisor have?

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.

How do I know the reviews are genuine?

All reviews on TopAccountantsAustralia are verified from real clients. We don't publish unverified or promotional content. Check multiple reviews to get a balanced sense of each advisor's strengths and service style.

What should I ask before engaging a tax planning advisor?

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.

What's typically involved in a tax planning engagement?

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.

How often should I review my tax strategy?

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.