Business Tax Returns for Penshurst Businesses
Specialist business tax return preparation for Penshurst businesses. We handle company, trust, partnership, and sole trader returns, with year-round tax planning so there are no surprises in October
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.
Why Penshurst businesses need a local tax accountant.
Penshurst has a strong professional services and allied health character, with consultants, lawyers, medical practices, and small companies operating throughout the residential streets and around Penshurst Plaza. Many practitioners run as companies or discretionary trusts, balancing PSI rules, super contributions, and family income splitting.
Business tax services for Penshurst companies.
Tax return preparation is the visible piece. The work that makes it accurate, and minimises tax, happens through the year.
A local business tax accountant who answers the phone.
Trinity is small on purpose. The principal, Ramy Hanna, is on every engagement. No account managers, no offshore work, no surprises on the invoice.
How we take on a Penshurst business as a tax client.
Same three steps for every new client. Predictable and scaled to the size of your business.
Twenty minutes by phone or in person at our Beverly Hills office. We learn your business, structure, and what is on the table for this financial year.
We collect prior year returns, set up our access to your accounting software, and prepare a tax planning conversation before the lodgement deadline.
Annual tax return plus quarterly BAS, year-end planning, and ad-hoc advice when something changes. Same principal, year after year.
Penshurst businesses like these.
If your business fits one of these descriptions, we have done the work before.
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!
What Penshurst businesses ask before engaging us.
The questions we hear most often. Same answers we give in person, just in writing.
Pricing depends on entity complexity, not hourly rate. Sole traders and small companies start at $1,200. Multi-entity groups are quoted as a package after the initial review. We always quote up front, before any work starts.
Most companies and trusts have until 15 May or 5 June the following year if they lodge with us as a registered tax agent. Self-lodging takes the deadline back to 31 October.
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.
Tax planning is built into the engagement, not extra. Quarterly check-ins, pre-EOFY distribution decisions, and structure reviews come as part of the ongoing fee.
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.
Once you’ve decided to work with us, onboarding is straightforward. New clients complete an identity verification step (a Tax Practitioners Board and AUSTRAC compliance requirement for all registered tax agents in Australia), sign a standard engagement letter outlining the scope of work, and provide any existing financial records. We’ll guide you through each step.
Send it to us before you respond. Many ATO letters have specific procedural requirements where the response shape matters as much as the content. Forty-eight hours to triage is enough for almost any matter.
Yes. BAS preparation and payroll processing are included in our bookkeeping service. Because we handle your books and tax compliance, we ensure your BAS is correct and filed on time, and your payroll is processed accurately.
