Northern Beaches · NSW 2103
Tax agent in Mona Vale
BAS, business tax returns and practical planning for Mona Vale's small businesses, trades and professional practices, and the people who run them. From a registered tax agent based in Avalon Beach.
Overview
Small business tax, without the scramble
Mona Vale's commercial centre, and the trade and light-industrial businesses around nearby Warriewood, make this part of the peninsula a working hub: builders and trades, retailers, health practices, consultants and service businesses of every kind.
For business owners, tax is a year-round rhythm rather than a once-a-year event. There's BAS each month or quarter, super with every pay run, and the decisions before 30 June that shape the final result. Jan's role is to keep that rhythm steady and flag opportunities and risks early.
You deal directly with Jan Jansen, a registered tax agent and former Tax Manager at a Northern Beaches CPA practice, with a fixed-fee quote before any work starts.
Services
Services for Mona Vale businesses
From quarterly BAS to company and trust returns, with planning built in.
BAS, GST & PAYG
Quarterly or monthly activity statements prepared, checked and lodged on time — so GST, PAYG withholding and instalments never become a scramble.
From $165Learn more
Companies, trusts & partnerships
Year-end financial statements and tax returns for companies, family trusts and partnerships, with the planning conversations that should come before 30 June.
From $1,200Learn more
Sole traders & contractors
Tax returns, GST and PAYG instalments for tradies, creatives, consultants and contractors — with practical advice to keep more of what you earn.
From $495Learn more
Tax planning & advice
Considered, forward-looking advice before 30 June — structures, timing and the decisions that shape your tax position, explained in plain English.
From $180Learn more
The business tax year
What happens, and when
A simple view of the obligations most small businesses juggle. Exact due dates depend on your situation, and on whether a registered agent lodges for you, so Jan maps out your own calendar when you engage him.
Every pay run
Wages, withholding and super
Report payroll through Single Touch Payroll and, under Payday Super from 1 July 2026, pay super guarantee with each pay run rather than quarterly.
Each month or quarter
Activity statements
Report GST, PAYG withholding and any PAYG instalments on your BAS. Lodging through a registered agent can give you extra time for some quarters.
Before 30 June
The planning window
Review expected profit, asset purchases, super contributions and, for trusts, distribution decisions while there's still time to act.
After 30 June
Year-end
Financial statements and tax returns for the business and its owners, plus a taxable payments annual report if you pay contractors in certain industries, such as building and construction.
The local picture
Trades, shops and practices
Common situations around Mona Vale and Warriewood, and where Jan can help.
- 01
Builders and trades
Vehicles, tools, subcontractors and progress payments. Jan handles BAS and year-end returns, reviews vehicle and equipment claims, and checks whether a taxable payments annual report is required.
- 02
Retail and hospitality
Stock, staff and GST on every sale. Jan prepares and lodges your activity statements and reviews stock and asset purchases at year-end.
- 03
Health and professional practices
Physiotherapists, dentists, allied health practitioners, consultants and other professionals may operate through a company or trust. Jan prepares entity returns and explains how profit reaches the owners, whether as salary, dividends or distributions, and the tax on each.
- 04
Growing businesses
Moving from sole trader to company, taking on staff or buying premises raises structural questions. A planning conversation before you commit can save costly rework later.
Meeting
Meeting in Mona Vale
Jan is based in Avalon Beach, a little north of Mona Vale, and can meet somewhere convenient locally by arrangement. Regular BAS work usually runs smoothly online, with a face-to-face catch-up when there's something bigger to plan.
In person
In Mona Vale or nearby, by arrangement
Online
Phone or video calls, with documents sent by email
Hours
Monday – Friday, 9:00am – 5:30pm
Evenings & Saturdays: by appointment
Questions
Mona Vale questions
Answers to questions that come up in Mona Vale. Every situation is different, so treat these as a starting point.
Should my business be a sole trader, partnership, company or trust?
There's no single right answer. Structure affects the tax on profits, how money reaches you, and the ongoing costs and paperwork. The 2026–27 Budget also announced a minimum tax on discretionary trusts from 1 July 2028, so trust structures deserve a fresh look. Jan can compare the options for your situation in plain English.
Do I need to lodge a taxable payments annual report?
You may, if your business pays contractors for certain services, including building and construction, cleaning, and courier or road freight services. Jan can check whether the reporting applies to you and prepare the report from your records.
Can I claim a new ute or tools straight away?
Possibly. If your business has aggregated turnover under $10 million and uses the simplified depreciation rules, eligible assets costing less than $20,000 can be written off immediately, a threshold that is permanent from 1 July 2026. More expensive assets, including most new utes, are generally depreciated over time, and any private use has to be excluded.
When should we start planning for 30 June?
Ideally in April or May, while there's still time to act on the numbers. A planning session looks at expected profit, asset purchases, super contributions and bonuses and, for trusts, the distribution resolutions that generally need to be made by 30 June.
Nearby
Around Mona Vale
Jan can also help in the neighbouring suburbs, online or in person by arrangement.
- Warriewood
- Bayview
- Newport
- Ingleside
Along the coast
Mona Vale & online
Steady, year-round support for your business.
Tell Jan a little about your situation and he'll come back to you within one business day to arrange a free 15-minute intro call. No obligation, no hard sell.
Based in Avalon Beach · Online Australia-wide, in person on the Northern Beaches by arrangement