Building Strategic Tax Partnerships

We've spent years working with accounting firms, financial advisors, and business consultants across Sydney and greater NSW. The thing is — most partnerships we see focus on referrals. We're after something different.

Look, tax compliance isn't glamorous. But when you pair strategic tax planning with financial advice or business consulting, things get interesting. Your clients run businesses that face complex taxation scenarios — and we've built our practice around solving exactly those problems.

Since opening in Parramatta back in 2019, we've collaborated with professionals who understand that tax strategy affects every major business decision. From property restructures to succession planning, it's rarely just about filing returns.

Partnership Models That Work

We've tested different collaboration approaches. Some work brilliantly. Others... not so much. Here's what we've learned actually delivers value to clients and partners alike.

Financial Advisor Collaboration

Your clients make investment decisions. We help them understand tax implications before they commit capital — not after. Works best when you're dealing with property investors, share portfolios, or business owners considering asset restructures.

Pre-investment tax impact analysis
Capital gains planning sessions
Trust structure reviews
Quarterly tax position updates

Business Consultant Partnerships

You're restructuring a business or planning an expansion. Tax consequences can derail good strategy if caught too late. We integrate into your advisory process — not after the fact.

Business structure optimization
Merger and acquisition tax planning
Growth strategy tax modeling
Succession planning frameworks

Legal Practice Integration

Property settlements, estate planning, commercial contracts — they all have tax angles. We work alongside your legal team to identify tax exposures and opportunities while deals are being structured.

Property transaction tax advice
Estate planning tax considerations
Commercial agreement review
Trust and entity establishment

Mortgage Broker Networks

Clients refinancing or purchasing investment property often miss tax planning opportunities. We help brokers add value by addressing tax structuring before loans settle.

Investment property tax structuring
Debt optimization strategies
Refinancing tax implications
Property portfolio tax planning

Professional business collaboration meeting discussing strategic tax partnerships

How We Actually Collaborate

Partnership sounds nice in theory. In practice, it needs structure. We've developed a collaboration model based on what actually works — not what looks good on a website.

Most importantly, we don't compete with partner services. If you're advising on investments, we handle tax. If you're restructuring businesses, we integrate tax strategy. Clear boundaries, clear value.

Direct Client Communication

We join client meetings when tax matters. You stay involved throughout. No siloed advice that contradicts your recommendations.

Proactive Tax Planning

We review upcoming opportunities quarterly. If your client faces a tax decision, we flag it before it becomes urgent.

Clear Engagement Terms

Fixed fees for planning work. No surprises. Clients understand costs upfront, and so do you.

Setting Up a Partnership

We're selective about partnerships. Not every collaboration fits. Here's our typical process for establishing a working relationship that benefits both practices.

Initial Discussion

Coffee meeting, video call, whatever works. We talk about your practice, client types, and where tax planning adds value. Usually takes about an hour. No commitments — just exploring fit.

Trial Collaboration

We start with one or two clients. See how the workflow feels. Test communication patterns. Make sure our advice integrates smoothly with yours. Usually takes 2-3 months to properly evaluate.

Formalize Agreement

If the trial works, we document how we'll work together. Referral arrangements, fee structures, client communication protocols. Everything clear and straightforward.

Ongoing Collaboration

Quarterly check-ins to review how things are going. We adjust processes based on what works. Partnership evolves as both practices grow.

Why Partner With Us

We're not the biggest tax firm in Sydney. Not trying to be. What we do offer is specialized business tax expertise that integrates cleanly with financial and business advisory services.

Specialized Business Focus

We work with trading businesses, property investors, and professional practices. Not individuals filing basic returns. Your clients likely fall into our specialty areas.

Strategic Tax Planning

Beyond compliance. We model tax scenarios, identify optimization opportunities, and integrate tax considerations into broader business decisions.

Partner-Friendly Approach

We don't poach clients or expand into financial advice. Clear service boundaries mean we complement your practice rather than compete with it.

Responsive Communication

Based in Parramatta, available for face-to-face meetings when needed. We respond to partner queries within 24 hours during business periods.

Business tax consultation session with strategic planning documents and analysis

Let's Explore Working Together

If you're advising business owners who need sophisticated tax planning, we should talk. No obligations — just an honest conversation about whether collaboration makes sense.

Schedule a Discussion View Our Services

selantrivoxa