• Beverly Medical Practice

    Medical Practice
    $24k
    Saved across partners through tax planning

    The Challenge

    A three-doctor general practice with messy income splitting, FBT exposure on company cars, and no formal partnership agreement. Each partner was paying tax differently with no clear logic.

    Our Solution

    Reviewed the practice structure end to end, set up service trusts where appropriate, formalised the partnership agreement, and tightened up FBT compliance on vehicles.

    The Results

    • $24,000 in combined annual tax savings across the partners
    • FBT exposure on vehicles eliminated
    • Partnership agreement that finally matches the reality
    • Quarterly partner meetings backed by clear financials

    What Our Clients Say

    The reviews speak for themselves.

    Sole traders, growing companies, and trustees who keep coming back. Here’s why.

    Treats everyone equally
    Spoke with Ramy over the phone and I tell you what! I couldn't be more happier ! I know I'm not making as much as some businesses out there however, he has assured me that doesn't matter. Thank you Ramy. God bless
    Switched and stayed
    Transitioned to Ramy from my previous accountant who retired. Ramy has been extremely supportive and has worked very hard to get everything organised. He has been amazing.
    Tax return by phone
    I completed my tax return with Ramy over the phone. He was extremely helpful and we completed my return very easily. This is my first time with Ramy and I intend to get my future returns done by him.
    Down to earth
    Ramy is extremely knowledgeable, highly professional and a very approachable, down to earth, kind person. He knows his job so well and committed to help his clients. Very reliable and always looking after the best interest of everyone. Keep up the great work and God bless in everything that you do. Highly recommend!
    Above and beyond
    Ramy went above and beyond! Knowledgeable profession who helped us with the smooth process and my husband and I are one happy clients. Definitely recommend Trinity accounting practice! Thank you Ramy!
    No more tax stress
    Ramy is a kind, friendly, generous, and helpful person. He is a highly skilled professional who patiently explains things until they are fully understood. He is always available to assist and answer questions. Since Ramy became my accountant, I no longer worry about my taxes; he handles everything expertly. I have complete trust in him. Based on my experience, I would happily recommend Ramy to anyone. Thank you, Ramy, for not only being our accountant but also for being a true friend.

    Ready to make a change?

    Book a free 30-minute consultation with our team.