we will do it together

Tax Strategies for Individuals

Panbo Ye

FCPA | SSA | MBA | AFP | MFAA | JP

I help people discover POWERFUL unknowns 💪 in Tax Ideas | Wealth Strategies | Finance Solutions!

Paying Tax is a Duty, Paying More is Not

Panbo Ye

Book now!

Discover Powerful Unknowns with Panbo Ye

Your job is to set a goal, and my job is to achieve it with strategies. 

Watch the video to see some tactics!

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The six Steps at Tax Ideas

1. Tax Wellbeing Check

We will go through your previous tax return together to identify issues and oppotunities.

2. Develop a Goal

Tax return is not about filling forms, it's a process to achieve your goals. Better cash flow? More refund? More deductions?

3. Collect data

We use technologies to collect data. Such as receipt bank and the portals, or it can be simple as emails.

4. Prepare Tax Return

Your tax return will be prepared in house, we do not outsource our work to keep your privacy.

5. Develop a plan

Your tax return can tell us a lot. So we know how to help you further. We will have strategies ready to improve your position for the coming year.

6. Present and lodge it

Your tax return and the improvement plan will be presented to you either face to face or online. We will only lodge your return after you are happy with it.

Why wait?

book now!

  • Chatswood
  • North Sydney
  • Zoom Online Meeting
  • Ph: +612 83181545 
  • Mb: +61488066266