Get the refund the ATO owes you, not less.
Personal returns with every deduction you are entitled to. Whether you are PAYG, sole trader, investor, or all of the above, we claim what is claimable and lodge on time.
Three reasons our clients stay.
We’re a boutique accounting practice built on long-term client relationships, offering personalised tax, accounting, and advisory services to businesses and organisations across Sydney.
Twenty-three years in practice as of 2026. Same firm, same principal, same standards since 2003. Some clients have been with us almost the whole way. The work compounds, and so does the trust. Over four hundred SMSFs managed and thousands of tax returns lodged.
Tax, books, advisory, SMSF, Xero. One team that knows your business. No handoffs between firms, no missed details between specialists, no questions you have to answer twice. Numbers flow cleanly from books to BAS to tax return because the same people are looking at all of them.
We are old-fashioned about this. You get a name, a direct line, and someone who actually knows your file. We watch for trends, flag issues before they become fines, and call when something needs attention. Most clients hear from us between quarters, not just at lodgement time.
Returns lodged, with the easy questions skipped.
You handed in the receipts. The accountant lodged the return. The refund came through, or maybe it did not, and you assumed that was the right outcome.
Then a friend in a similar situation got a noticeably bigger refund. Then you noticed your novated lease was missing entirely. Then you remembered the rental property repairs nobody had asked about, and the work-related deductions a previous accountant had said ‘we will not bother with that one’ on.
Personal returns drift toward processing rather than preparation. Receipts in, numbers out. The questions that find the extra few thousand dollars only get asked when the person preparing the return is paying attention. Trinity treats personal returns as advisory work first, lodgement second.
A return prepared properly, not processed.
Personal returns that go deeper than the receipts. We ask the questions about side income, investments, novated leases, and crypto that previous accountants did not bother with. Every claim documented, every deduction in writing, every assumption checked twice before lodgement.
The difference senior preparation makes.
Less time on admin. Cleaner records. Better decisions because the numbers are current.
Three steps from receipts to your refund.
Same process for every new engagement. You know what is happening and when.
We send you a checklist tailored to your situation. You upload, we follow up on the gaps.
We prepare the return, query anything unclear, and document every claim. Nothing gets lodged without you seeing the numbers.
Sign-off, lodgement, and we handle any ATO correspondence that follows.
People we prepare returns for.
If you see your situation below, we have done this work before. If you do not, ask anyway.
A small firm by design.
Trinity Accounting Practice opened in Beverly Hills in 2003. Ramy Hanna, a registered tax agent and Fellow of three Australian accounting institutes, has run it since. The firm has stayed deliberately small, deliberately local, and deliberately senior. The principal you talk to today is the principal who will be reviewing your return next October.
Most of our work comes from referrals. Most clients have been with us for years, some for decades. We think that says more about the work than any award would.
The reviews speak for themselves.
Sole traders, growing companies, and trustees who keep coming back. Here’s why.
Doesn't cut corners
I'm so glad I found Ramy & Kim from Trinity Accounting. They have helped me and my business tremendously. They really care about their clients and don't cut corners. Very impressed with their knowledge and level of customer service.
Business and personal
Trinity Accounting Practice is knowledgeable and professional for business and personal finances, providing clear advice.
Diligent and professional
Trinity Accounting Practice is highly professional and diligent. I highly recommend them to anyone seeking any accounting advice.
The best, hands down
Ramy is the best accountant in Sydney. He helped me solve my problems. He is the best. I really thank you Ramy for everything.
Medical practice expertise
I have a medical practice. I met with many accountants before, but I found Ramy Hanna has a very well organised accounting practice and he is very knowledgeable and has great experience.
A real lifesaver
Trinity Accounting has been a lifesaver for my construction business. Ramy's knowledge of BAS, GST, and tax is unmatched. Great service and support!
Personal tax questions, answered.
Most people who walk through our door have the same five or six questions about their return. Here they are.
Personal returns are charged at a fixed fee based on complexity, not hourly. We quote up front, before any work starts. Most simple returns sit between $200 and $400. More complex returns with rental properties, share portfolios, or business income range higher.
If you lodge with us as a registered tax agent, you typically have until 15 May the following year. That is much later than the 31 October deadline you would face lodging yourself.
Income statements (PAYG summary), bank interest, dividend statements, rental property income and expenses, investment records, and any work-related deduction receipts. We send you a tailored checklist when we onboard you.
There are a few methods: actual costs, fixed rate, and the shortcut method. The right method depends on your situation. We work out which gives the best outcome each year.
Yes. We can amend returns up to four years back if there are legitimate deductions that were not claimed. Common cases include depreciation on investment properties and unclaimed work expenses.
The ATO requires you to keep records for five years from the date you lodge. We keep digital copies of every working file we prepare for you, so the records are always accessible.
