SECOND OPINION REPORT

Second opinions give you peace of mind that either everything is satisfactory with your accounts, or that you have some additional options to consider.

Thorough and Effective

What Do We Check?

Last Year’s Accounts And Tax Returns

Our team review the most recent Financial Statements and Tax Returns prepared by your accountant and look for anything that could have been done differently to reduce your tax bill.

Business Record Keeping

Is your record keeping taking too much time or giving you inaccurate information? We can recommend process and software changes to fix the problem.

Current Financial Performance

Our team compare your current business performance and cashflow position with Benchmarks specific to your industry and give you any feedback we have on your overall performance.

Business Structure

We look at your current business structure and let you know if you could benefit from a change and if your current structure is being used as well as it could be.

Paid $15,000 Too Much Tax

In less than an hour, Phil found that I’d paid $15,000 in tax that I could have avoided with a smarter approach. Needless to say, my Accountant & I had a serious conversation about their work.

Luke

LF Sign Group

Saved $20,000 In Tax

A Panic Atax Second Opinion saved me $20,000 in tax. I used that money to buy new equipment with cash rather than having to borrow from the bank. Great result!

Steve

Shephard’s Painting

Our Process

How It Works

1. Make A Call

Call our team to talk through the process and determine if your business is a good fit for a Second Opinion. We will also discuss the information we need from you to complete the review.

2. Our Review

Our team will work through your information looking for anything we believe could have been done differently. What are we looking for? Primarily, we aim to find opportunities to save you time, reduce your tax bill for the current year and ways to improve your business moving forward.

3. Second Opinion Report

We draft our review findings into your Second Opinion Report. The report outlines everything we found as well as our recommended solutions. The report is yours, no strings attached!

4. Report Walkthrough

We set up a 1-hour meeting in person, via Zoom or on the phone to talk you through the report and explain all the recommendations. The meeting is a crucial part of the process. You came to us with questions, and we want to make sure they’re answered!

Our Money Back Guarantee

Your investment for the full Second Opinion process is $500 + GST. If our team cannot find at least $500 in overpaid tax, we will refund our fee, in full, and you get to keep the report!