I'm a Chartered Accountant, Registered Tax Agent and Xero Certified Adviser with over 15 years of experience. I've worked across a wide range of clients — from individuals and small businesses through to large, complex cases covering both Australian and international tax.
My focus is clear, practical advice backed by technical precision. I use modern technology to keep compliance efficient and stress-free, and I'm responsive and proactive year-round — not just at lodgment time.
From simple individual returns to full-service business advisory.
Salary earners and investors — property, shares, CGT, side hustles, employee share schemes.
Sole traders, companies and trusts. Full service business support — compliance, tax planning and structuring — working alongside trusted external partners.
Trusts, deceased estates, overdue returns, international tax — if it's complicated, get in touch.
Fees are agreed upfront, specific to your situation. To give you a sense of what to expect, here are some examples of clients I work with and the fees they typically pay.
Salary earner, no investment property or shares. Wants his return done properly — and a chance to ask questions and get simple advice while it's being prepared.
Owns an investment property and share portfolio. Wants her return done properly, with access to advice when she needs it.
Works for himself under his own ABN, turning over less than $75,000 — so he isn't registered for GST. Keeps his records in a spreadsheet and wants his return and business schedule done properly.
Sole trader registered for GST. His whole compliance load is handled — bookkeeping in Xero, BAS every quarter and his annual return — so nothing is left for him to chase. He's also considering operating through a company and/or trust one day, and wants guidance on when to make the move.
A couple running an established professional services company together. They want an accountant who understands their business, gets back to them quickly, and brings tax-saving ideas before year-end.
A growing business that wants its books and numbers fully handled — and a finance partner on call all year.
Accounting and tax fees are generally fully tax deductible.
I'll understand what you're after, and you'll understand what I can offer. A fixed fee is agreed upfront — no surprises on the invoice.
I manage the handover from your previous accountant and tidy up any outstanding matters.
Individuals, couples, sole traders, companies and trusts.
Fixed fees, agreed upfront before any work begins. You'll know exactly what you're paying before I start — no hourly rates, no surprises on the invoice. See the pricing section above for typical fee ranges.
Once you decide to switch, I handle all communication with your previous accountant to obtain your files and records. Letting your old accountant know directly is optional — entirely up to you.
I work with clients across Australia. Most communication is remote via email and video — location isn't a barrier to working together.
I run a Xero-only practice. Every business client is set up in Xero for bookkeeping, BAS, payroll and reporting. If you're not on Xero yet, I handle the setup and migration as part of onboarding. Sole traders who aren't GST-registered are welcome to keep using a simple Excel spreadsheet — I can help structure it so it's efficient at year-end.
Yes — I've built a trusted network, including lawyers, financial planners, mortgage brokers, business finance brokers and insurance brokers. Clients get referred when it makes sense for their situation. No commissions or kickbacks: I just send people to whoever I think will do the best job for them.
Send an email to chad@chadtax.com.au or complete the form below. I'll respond within one business day, have a conversation about your situation, and let you know if we're a good fit — no obligation either way.
A legal practice with a company-trust setup they'd never used — and a previous accountant who never told them to.
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Read more →Send me an email or complete the form, and I'll get in touch to arrange an introductory, obligation-free call.
I'll be in touch within one business day.