Empowering Your Finances,

Elevating Your Future:

Welcome to Plan Tax, Where Excellence is Standard

Services

Accounting

Specialised tax accounting services for small business owners:

Income Tax Returns
Payroll
Business Activity Statements (BAS)
Business Registrations
Fringe Benefits Tax (FBT)
Financial Statements

Bookkeeping

Stay in tune with your small business finances:

Invoicing
Record Keeping
Financial Reports and Statements
Reporting

We’re certified in cloud-based accounting software including Xero, MYOB and QuickBooks

Advisory

Proactive and strategic guidance for small business owners:

Business structures
Business plan
Minimizing Risk
Protecting Assets
Starting Up
Growth
Profitability and cash flow
Investment Opportunities
Property tax
Exit Strategies
Financial Forecasting

Innovation

We integrate technology to improve your business operations.

SMSF

Take Control of Your Finances with Our All-Inclusive Services:

Compliance & Administration
Tax Planning & Optimization
Financial Reporting
Investment Strategy
Audit Preparation
Retirement Planning

Access

Access our comprehensive network to manage all your financial affairs:

Mortgage Brokers
Financial Advisors
Insurance Companies
Banks & Lenders
Solicitors
Associations & Government Bodies
Investors

What Our Clients Say

About Us

I’m a Chartered Accountant with experience of 15 years. I’m passionate about helping small to large businesses by resolving their day-to-day accounting problems. I’m numbers person and like to empower and educate clients on their financial journey to elevate their future.

Empowering Your Finances, Elevating Your Future

Manish Devnani

Chartered Accountant

Stay connected and when we have special deals, useful resources and tools that can help you prepare for the future.

Location

1341 Dandenong Road Chadstone
VIC 3148

Industry

Ecommerce

Digital Agency

Trades

Professional

Property Developers

Property investors

Plan Tax acknowledges Aboriginal and Torres Strait Islanders as the first Australians. We recognise the land that we work on, the Mornington Peninsula, is home to the Bunurong/Boon Wurrung members of the Kulin Nation. They have lived here for thousands of years and have traditional connections and responsibilities for these lands & waters. We pay our respects to all Elders, past and present.