top of page
shutterstock_1504966082 (3).jpg

We give you clarity, confidence, and peace of mind at tax time

What We Deliver

Our Peace of Mind Guarantee 

Tax isn’t about forms and numbers — it’s about certainty. At True North Accounting & Advisory, we replace stress with clarity, complexity with simplicity, and uncertainty with confidence.

Our Promise to You

True North Accounting & Advisory

Client Charter

Peace of Mind Guarantee

Transparent Pricing - no hidden fees

Fast & Reliable Turnaround - within 5 business days

Audit Support & Insurance Available

Backed by Professional Standards - Registered Tax Agents

Clear & Consistent Communication - returned within 2 business days

The Experience

Box of receipts

Simple

Just complete questionnaires and upload your documents securely and we’ll take care of the rest.

Our process is streamlined to save you time and remove the stress from tax season.

Clear communication

Clear

We explain your position in plain English, so you always know exactly where you stand. No jargon, no confusion — just clarity.

Relaxing at the beach

Confident

We handle all correspondence with the ATO on your behalf, so you never have to worry. You can relax knowing your return is accurate, compliant, and fully supported even after lodgement.

Our Services

EMPLOYEES

  • Salary & wages

  • Work-related deductions (tools, uniforms, travel, etc.)

  • Other income (allowances, reimbursemnts, scholarships)

  • Motor vehicle & travel claims

  • Home office expenses

  • Income protection & professional memberships

INVESTORS & TRADERS

  • Rental property schedules

  • Share & managed fund portfolios

  • Dividend and interest income

  • Investment expense tracking

  • Positive/negative gearing reviews

CAPITAL GAINS

  • Capital Gains Tax calculations & schedules for property & share disposals

  • Capital Gains Tax planning & advice in line with ATO exemptions & concessions 

SOLE TRADERS

  • Sole trader business schedules 

  • Business income reconciliation

  • Record keeping assistance & advice 

Our Packages

1

Essential Clarity
 

  • Salary & wages

  • Deductions under $300

​

Great for students, straight-forward employees or

first-time lodgers

2

Confidence Plus
(Most Popular)

  • Salary & wages

  • Simple deductions

  • 1x rental property

  • Small share or managed fund portfolio
    (<10 holdings)

​

Ideal for investors and employees claiming higher-value deductions

3

Complete Peace of Mind

  • Salary & wages

  • Complicated deductions

  • ​Multiple rental properties

  • Larger share or managed fund portfolios 

  • Capital Gains Tax (CGT)

  • Sole trader business schedules

​

Best for employees claiming advanced deductions requiring substantiation, business owners and investors with complex needs

IMG_1590_edited_edited.jpg

Visit our free resources page for checklists and guides

Are You Ready for Peace of Mind?

Your tax return is just the beginning. With True North Accounting & Advisory, you’ll gain the guidance and strategies to move forward with certainty — not just at tax time, but all year round.

 

Create an account to access our secure portal and dashboard 

bottom of page