Tech & contractors

Accountant for IT and Tech Professionals in Sydney

Specialist accounting, bookkeeping, and tax services for IT contractors, dev agencies, and SaaS startups. PSI rules, R&D tax incentives, share schemes, and modern toolchain integration handled.

Certified across the platforms that matter

Why Trinity

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.

  • Longevity that compounds

    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.

  • Everything under one roof

    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 pick up the phone

    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 specialist accounting matters

Why every accountant for IT contractors must understand PSI rules

Tech businesses combine personal services income rules for individual contractors, R&D tax incentives for SaaS and product companies, share scheme accounting for startups with employees, and modern toolchain integration that older accountants struggle with. The mix changes as the business grows from one person to a team to a venture-backed company.

Add structuring decisions that have major tax consequences. Add the PSI rules that catch many contractors out. Add R&D claims that need careful preparation. The financial work behind a tech business is sector-specific and rewards specialist attention.

A general accountant can fall foul of PSI rules, miss R&D opportunities, or fail to handle share schemes correctly. Specialist tech accounting understands the contracting rules, the R&D incentive, and the modern operational rhythms of the sector.

  • PSI rules complexity

    Personal Services Income rules catch many IT contractors. Wrong structure or missed tests create significant tax exposure.
  • R&D opportunities missed

    R&D tax incentive available to many tech businesses but easy to miss. Generalists rarely prepare claims well.
  • Share scheme accounting

    ESOP and option scheme accounting has specific tax rules for both the company and the employee. Errors create real cost.
  • Multi-entity scaling

    Tech businesses often grow through holding company, trading company, and IP entity structures. Wrong structure costs at exit.
Specialist accounting for IT contractors, dev agencies, and SaaS startups.

What we do

Our services applied to your industry.

The same accounting and tax services we deliver firm-wide, shaped to the way your business actually runs.

  • Tax Services for IT Professionals and Tech Startups

    The tech sector offers unique tax opportunities that general accountants often miss — especially around R&D incentives, software depreciation, and startup structuring. Business tax returns for IT consultants, developers, and startups. R&D tax incentive claims and government grant applications. Maximum deductions for equipment, software, cloud infrastructure, and home office
    Learn more
  • Business Advisory for Tech Growth

    Beyond compliance, we help tech businesses plan for sustainable growth with tailored business advisory services: Profitability analysis and pricing strategies for SaaS and digital products. Cash flow forecasting to manage funding cycles and investment needs. Business structuring and tax planning for startups and scaling firms
    Learn more
  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more
  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more
  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more

Why clients choose us

Specialist accounting built for tech businesses.

Tech businesses combine PSI rules, R&D incentives, share schemes, and rapid scaling. Trinity provides the accounting expertise contractors, agencies, and startups need to navigate compliance and structure for growth.

  • Tech sector depth

    Familiarity with contractor, agency, and SaaS startup operations including PSI rules, R&D, and share schemes.
  • PSI navigation

    Contractor structures designed to satisfy PSI rules. Tax efficient and compliant with ATO scrutiny.
  • R&D incentive expertise

    R&D claims prepared correctly. Eligible activity identified, supporting documentation maintained throughout the year.
  • Share scheme handling

    ESOP and option schemes accounted for correctly. Tax outcomes optimised for the company and the participating employees.
  • Multi-entity scaling

    Holding, trading, and IP-holding structures designed for growth, investment, and eventual exit.
  • Modern toolchain

    Xero plus the integrations modern tech businesses actually use. SaaS metrics, payment processors, time tracking all wired in.

Accounting engagement

How we take on a tech business as an accounting client.

The same accounting engagement process for every new tech business. Predictable for you, scaled to the size and complexity of the business.

  • Tech Business review

    We review your current financials, accounting setup, and operational structure. Gaps and opportunities are identified before any changes are recommended, and the engagement scope is agreed up front.

    • Three-year review of returns and effective tax rates
    • Current bookkeeping and reconciliation health-check
    • PSI rules, R&D eligibility, and modern toolchain reviewed
    • Onboarding meeting to agree priorities for the year ahead
  • System setup

    Xero configured for your tech business. Chart of accounts built around how your business actually runs, integrations and tracking established, and reporting templates tailored to tech business management.

    • Chart of accounts structured for your tech business
    • modern integrations, contractor structures, and R&D tracking configured
    • Bank feeds, integrations, and recurring rules configured
    • Reporting dashboards for project profitability and SaaS metrics where applicable
  • Ongoing engagement

    Monthly financial reporting, quarterly tax planning, and annual review. You always know where the tech business stands financially, what is changing, and what is coming up. We are accessible whenever a decision needs financial input.

    • Monthly profit and loss, balance sheet, and cash flow
    • Quarterly tax planning and BAS preparation
    • Annual review against benchmarks and goals
    • Direct line for advisory questions as they arise
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Who we work with

Tech businesses we work with.

If your situation fits one of these descriptions, we have done the work before.

  • IT contractors and consultants

    Independent contractors with PSI considerations and structuring decisions.
  • Development agencies

    Software, web, and digital agencies with project-based revenue and team operations.
  • SaaS startups

    Pre-revenue and early-revenue SaaS businesses with R&D, share schemes, and growth funding considerations.
  • Product tech companies

    Hardware, IoT, and product-based tech businesses with R&D and IP-holding structure needs.

About Trinity Accounting

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.

Dedicated team members in business attire smiling during a client consultation at the office.
The Institute of Public Accountants (IPA) logo featuring colorful overlapping shapes and the IPA acronym, representing a professional accounting organisation in Australia.ASIC Registered AgentLogo of Trinity Accounting Practice, an Australian accounting and tax advisory firm based in Beverly Hills, NSW, established in 2003.A green circular icon featuring a white checkmark and a stylized leaf, symbolizing reliable tax compliance and advisory services.Xero migration specialist logo featuring a blue geometric design and the text "Xero migration specialist" for accounting and bookkeeping services.Xero Gold Partner badge indicating Trinity Accounting Practice's status as a trusted Xero partner for accounting and bookkeeping services in Beverly Hills, NSW.
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What our clients say

The reviews speak for themselves.

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

5.0
Based on 100+ Reviews
See all reviews
  • 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!

Common tech business questions

What tech businesses ask before engaging us.

The questions tech businesses most often have before working with us. Same answers we give in person, just in writing.

Pricing depends on size, structure complexity, and engagement scope. IT contractors typically start at a fixed monthly fee. Agencies and SaaS startups are quoted as a package.

Yes. Personal Services Income rules are central to contractor structuring. We review your situation and design the structure that works for tax efficiency and compliance.

Yes. R&D claims are prepared, lodged, and defended at audit. Eligible activity is identified and supporting documentation maintained throughout the year.

ESOP and option scheme accounting handled correctly for both the company and employees. Tax outcomes optimised on both sides.

Yes. Independent IT contractors, dev agencies, SaaS startups, and product companies all within scope. Each has different structure and compliance considerations.

Yes. Xero plus the integrations modern tech businesses actually use. Payment processors, time tracking, SaaS metrics tools all wired in.

Still have a question? Contact us.

Get specialist accounting for your tech business.

Book a free consultation. Twenty minutes, no obligation. We will tell you straight if we can help.