Proactive tax strategy, not year-end damage control.
A tax plan that runs all year, not just at EOFY. We review structures, time deductions, and find concessions you might be missing.
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.
Tax planning that starts in May.
EOFY approaches. Your accountant rings about a ‘tax planning meeting’. Two weeks before 30 June. You go in, they suggest a few quick deductions, maybe a super contribution. You sign something, write a cheque, and call it tax planning.
Six months later, the return shows the same tax bill as last year. Structure unchanged. Distribution mix identical. The CGT on that share sale you made in November went exactly as it would have if nobody had thought about it. The ‘planning’ was a tidy-up, not a plan.
Real tax planning is not a meeting; it is a year. Decisions made in July compound into October’s return. Concessions get identified before they apply, not after. Trinity builds tax planning into the year as a quarterly cadence rather than a single pre-EOFY conversation.
Tax planning that runs twelve months.
A tax plan that runs all year, not just at EOFY. Structure reviews, timing decisions, and the concessions most accountants do not surface until it is too late to use them. The work compounds over years, not quarters.
Forward planning, year on year.
Less time on admin. Cleaner records. Better decisions because the numbers are current.
A review, a plan, a year of execution.
Same process for every new engagement. You know what is happening and when.
We map your current position, structures, and history. Identify what is working and what is leaving money on the table.
Quarterly check-ins, mid-year review, and pre-EOFY recommendations documented and signed off.
We execute the agreed actions through the year, then review against actuals at year-end.
Clients we plan with year-round.
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!
Common questions about tax planning.
Tax planning has its own rhythm and its own jargon. Here are the questions clients ask before they engage.
Tax planning is built into our ongoing advisory engagements rather than billed as a one-off. Typical engagements run between $500 and $2,500 per quarter depending on complexity.
Yesterday. The next best time is now. Decisions made in July compound across the financial year. The shortest meaningful engagement is six months.
We do, but we are honest that one meeting before EOFY rarely changes the outcome much. Most of the lever-pulling has to happen earlier.
Most common ones we surface in the first review: small business CGT concessions, instant asset write-off, super contribution caps, division 7A, loss carry-back, R&D tax incentive. Most clients have at least one underused.
Yes, sometimes. If your current accountant handles compliance and you want strategic tax planning alongside, we can co-engage. If they are also doing planning, it is usually cleaner to consolidate.
Compliance is backwards-looking, preparing returns from what already happened. Tax planning is forward-looking, making decisions now that affect what gets recorded later. Both matter; most firms only do the first.
