Brisbane tax accountants. Proactive planning, on-time lodgements.

Discovering a tax problem after 30 June leaves you with no options. That’s why we plan ahead. We review your position during the year, so you can make informed decisions before the deadlines, not after them.

We look after your business, your structure and your personal tax affairs together. The result is smarter tax outcomes, fewer surprises and complete confidence that your obligations are met

Book a free 15-minute consultation

Or call 07 2101 9070, 9am to 5pm weekdays.

Chartered Accountants

Registered Tax Agent

Xero Platinum Partner

Fixed-fee pricing

Who we work with

Who this is for

Businesses wanting ongoing tax advice, not just a return once a year

Owners with companies, trusts or multiple entities

Queensland builders and trades needing QBCC reporting

SMSF trustees who want their fund managed properly

Businesses with overdue tax returns or ATO debt to resolve

Businesses providing cars or other benefits to staff that trigger FBT

Company directors needing ASIC annual reviews and corporate compliance handled

Businesses facing an ATO review or audit

Owners who want their tax planned before 30 June, not after

Businesses paying PAYG instalments that no longer reflect their actual income

Our process

What happens after you get in touch

Free consultation

we review your current structure, lodgements and any outstanding issues

Onboarding

We become your tax agent and bring any overdue lodgements up to date.

Planning

We meet before 30 June to review your position and plan the year ahead

Compliance

We prepare and lodge everything on time, with a clear lodgement calendar

Ongoing Support

You can call us whenever a decision has tax consequences.

What we need from you

Your last set of financials and access to your accounting file.

One signature on the ATO agent transfer.

15-minutes on the phone.

Most handovers finish inside three weeks.

Inclusions

What is included

Business tax returns

Company, trust and partnership tax returns
Sole trader and individual tax returns for business owners
Year-end financial statements (profit & loss and balance sheet)
Division 7A loan management and minimum repayment calculations

Tax planning

Pre-30 June tax planning meetings and projections
Timing of income, deductions and asset purchases
Capital gains tax (CGT) planning, including small business concessions
Tax-effective remuneration, dividends and super contributions
Tax planning for property, investments and business sales

BAS, GST and employer obligations

BAS and IAS review and lodgement
GST advice on complex transactions
Fringe benefits tax (FBT) returns
Payroll tax registration and annual reconciliations

ATO support

Managing ATO correspondence on your behalf
ATO reviews, audits and information requests
Payment plans and remission of penalties and interest
Private ruling applications

SMSF compliance

SMSF annual financial statements and tax returns
Coordination of the independent SMSF audit
Member statements, contribution and pension reporting
Advice on contribution caps and fund compliance

ASIC corporate compliance

Acting as your ASIC registered agent
Annual company statement reviews and solvency resolutions
Changes to officeholders, shareholders and addresses
Company registers, minutes and resolutions

QBCC Reporting

Preparing annual Minimum Financial Requirements (MFR) reporting for QBCC licensees
Net tangible assets and current ratio calculations
Advice on staying within your licence category and planning to move up

Why Xcel for tax

Registered Tax Agent and Chartered Accountants: technical expertise you can rely on.
Proactive, not reactive: we plan throughout the year, not just at lodgement time.
Everything in one place: your bookkeeping, tax and advice are joined up.
Fixed fees: you know the cost up front.

Tax planning

Your tax result is decided before 30 June

Most of what can change a business tax result has to be decided before 30 June. Timing of income and expenditure, asset purchases, superannuation, dividend and trust distributions, and how profit moves through the structure.

We review the position with you in the third quarter, model the result, and agree what to do while it can still be done. In October we lodge a return you already understand.

Structure

Structure and corporate compliance

The structure that worked when you were a sole trader with two staff rarely suits a company with twenty, a licence to protect and assets that need safeguarding. We review your current setup, map it out clearly and tell you honestly whether it still fits, and what to change if it doesn’t.

Day to day, we take care of your corporate compliance: registered office, ASIC annual reviews, officeholder and shareholding changes, minutes and company registers. Everything stays current, so nothing lapses while you’re busy running the business.

See how structure reviews work in an advisory engagement ›

The offer

The free 15-minute consultation

Spend 15 minutes with a Chartered Accountant, at no cost. We’ll talk through your lodgement position, your business structure and the deadlines coming up.

You’ll walk away knowing what’s outstanding, what needs attention first and what it would take to get your business back on track. The advice is yours to keep whether you work with us or not, with no sales pitch and no obligation.

Book a free 15-minute consultation

Social proof

What our clients say

    
 
 
       Posted on Google  
    Brad Mole 
 
 
 
 Trustindex verifies that the original source of the review is Google. James has been my accountant for the last two years and has been great to have his expertise and professional guidance as I  grow my business. He is extremely knowledgable and provides excellent advice to make sure I am being as tax effective as possible as a small business owner. If you are looking for the right tax and corporate structure advice moving forward, James and his team are your best choice.
  
 
      Posted on Google  
    Brian Lynch 
 
 
 
 Trustindex verifies that the original source of the review is Google. Xcel Advisory have been exceptional. From the first conversation, their team demonstrated a deep understanding of business strategy, financial clarity, and practical growth planning. They don’t just give advice — they take the time to understand your goals and deliver clear, actionable guidance that actually makes a difference. If you’re looking for advisors who are genuinely invested in your success and bring professionalism, insight, and results to the table, Xcel Advisory is the team you want. Highly recommended.
  
 
      Posted on Google  
    J.T Artistry 
 
 
 
 Trustindex verifies that the original source of the review is Google. James at Xcel Advisory is an absolute legend. Super trustworthy and explains everything in everyday simple easy to understand terminology, which makes a huge difference for someone like me who dislikes numbers.. You always feel confident you’re getting the right advice. Overall great bloke and excellent accountant. Highly recommend!!!
  
 
      Posted on Google  
    Johnie Bobonica 
 
 
 
 Trustindex verifies that the original source of the review is Google. We work with Xcel Advisory and were impressed with their accounting expertise and professionalism. We are a small marketing agency and James and the team helped us with all business activations when we started the business.

I strongly recommend any business in Brisbane that needs accounting services, bookkeeping and anything tax related.

Xcel Advisory are great accountants in Brisbane.
  
 
      Posted on Google  
    The Bayside Investor 
 
 
 
 Trustindex verifies that the original source of the review is Google. James has been a wealth of knowledge since I started working with him to set up my business.  I work in Finance but the world of Tax and Accounting is far from my specialty.  James is always able to articulate everything in simple, easy to understand language and always responds promptly when i need something.  Highly recommend James and his team for all of your Business Advisory and Tax needs.
  
 
      Posted on Google  
    Local Property Network 
 
 
 
 Trustindex verifies that the original source of the review is Google. James and the team are very professional, their communication is superb, honest, accuracy and they take the time to explain things to you.
I highly recommend James and the team of Xcel Advisory.
  
 
      Posted on Google  
    Martin Salvo 
 
 
 
 Trustindex verifies that the original source of the review is Google. Thank you to James and the team for your professionalism and guidance. As a business owner, its hard to get excited about your accountant/bookeeper, but somethings you want is honesty, accuracy and them always having your best interests in mind. I can say James and the team have proven to have these qualities/traits time and time again.

Questions

Questions we get about business tax and compliance

Is tax planning part of the monthly fee?

Yes, for clients on an ongoing engagement. We look at the position before year end while decisions can still be made, not in October when the year is closed.

How hard is it to switch accountants?

Easier than most people expect. Once you’ve signed on, we contact your previous accountant for your records and update your tax agent details with the ATO. You don’t need to have an awkward conversation.

Are you a registered tax agent?

Yes. Registered Tax Agent 26230491, and Chartered Accountants ANZ. You can verify both before you call us.

Can you take over ASIC compliance?

Yes. Registered office, annual review, officeholder and share changes and the corporate register are handled by us so nothing lapses.

Do I get more time to lodge if I use a registered tax agent?

In most cases, yes. Clients on a registered tax agent’s lodgement program generally have later due dates than those who lodge themselves, though we’ll always recommend lodging early when there’s a refund or planning benefit.

Can you manage tax for my company, trust and personal returns together?

Yes. We look after the whole group, which means distributions, dividends and personal tax are planned together rather than in isolation.

Get in front of the next deadline

Fifteen minutes with a Chartered Accountant, no cost and no pitch. We go through what is lodged, what is outstanding, and what needs dealing with first.

Book a free 15-minute consultation

Call 07 2101 9070

138 Juliette Street, Greenslopes QLD 4120. Open 9am to 5pm, Monday to Friday.