The Tax Health Check
Answer a few questions tailored to your situation and we'll run your numbers against current 2025-26 Australian rates, then show you what's likely costing you, what's on track, and what's worth acting on soon. Everything stays in your browser. Nothing is sent unless you choose to book a call.
General information only, current for the 2025-26 financial year. The Tax Health Check applies standard resident rates and thresholds to the figures you enter to produce indicative estimates and prompts; it ignores offsets, deductions, part-year residency, prior-year losses, salary sacrifice already in place and many other factors, and it does not assess your circumstances or constitute personal financial, tax or legal advice. Figures are estimates only. For advice you can act on, talk to us.
About the Tax Health Check
How is this different from just asking an AI?
This runs your actual figures against the current 2025-26 Australian rates and thresholds we use every day, then flags the few things most likely to matter for someone in your exact situation, an employee, sole trader, company, trust or investor. A general chatbot won't reliably know this year's brackets, the base-rate company threshold or the concessional super cap, and it can't follow up with a registered tax agent. You can.
Are my numbers sent anywhere?
No. Every calculation happens in your browser. Nothing you type is transmitted, stored or seen by us unless you choose to book a call at the end and tell us yourself.
Is this personal tax advice?
No. It produces indicative estimates and points to areas worth reviewing. It deliberately ignores deductions, offsets and the detail of your circumstances. For advice you can lodge or act on, book a free consultation and a senior accountant will go through it properly.
What happens after the check?
If anything on your results is worth exploring, you can book a free 30-minute call. We'll tell you honestly whether it's worth acting on and what it would involve. No pressure, no lock-in, and a reply within 2 business hours.
Rather Just Ask a Real Person?
Skip the questions and book a free 30-minute call. Tell us where you're stuck and we'll tell you honestly whether we're the right fit, and what's worth doing next.
Free · No lock-in · 2-hour reply guarantee