Offshore Tax Advisory and Planning Built for CPA Firms

Structured, forward-thinking tax planning services Australia you can rely on. Backed by expert offshore support, our team helps CPA firms, accountants, and enrolled agents deliver fully compliant, white-labeled tax strategies for individual, business, and high-net-worth clients.


Trusted Tax Advisory Support for Firms in Australia

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ATO-aligned planning and documentation

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Retention rate across tax advisory clients

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CPA and accounting firms supported

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Lock-ins, setup costs, or long-term obligations

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Outsourced Tax Planning and Advisory Services Australia

With the increasing complexity of client requirements and ever-tightening compliance rules in Australia, CPAs and accounting firms, and SMB companies are under constant pressure to be able to deliver tax returns. Moreover, they need strategic tax advice. We provide outsourced tax planning and advisory companies in Australia rely on, which enables accountants to better serve clients across business types and income levels.

Our offshore tax advisors serve as your virtual team, which offers sophisticated tax planning techniques, retirement tax planning solutions, and high-income tax planning assistance. Whether your clients are business owners, real estate investors, or entrepreneurs, we create practical plans centered on tax minimisation, compliance, and long-term value.

Our white-label tax planning and advisory services delivery model allows all reports and insights to be delivered under your firm's brand, which enables you to foster trust while scaling capacity without increasing an internal headcount.

Deliver Tax Advice Your Clients Can Act On

Provide high-impact tax planning services without putting internal pressure on a higher level. Your offshore tax consultants operate in the background, as part of your team.

Why Choose Us for Tax Planning Services?

We partner with firms to deliver small business tax planning, personal tax planning services, and corporate tax planning services in Australia that go beyond basic year-end strategies. Our process is built around advisory, not volume, which gives you a consistent, compliant, and client-centric service.

  • Offshore tax advisory and planning consultant in Australia
  • White-labeled insights and reporting for client delivery
  • Support for individuals, SMEs, and complex tax scenarios
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Corporate & Personal Tax Planning That Drives Results

Our tax advisory specialists support firms with structured planning services across all major categories, including individuals, trusts, SMSFs, partnerships, and companies. From high-income tax planning to tax planning for real estate investors, we help CPAs deliver value through every client touchpoint.

Our Tax Planning & Advisory Services Include:

  • Forward-looking analysis to minimise tax exposure
  • Income structuring, investments, and deductions
  • Entity structuring, asset protection, and timing strategies
  • Real estate, startups, capital gains, and asset transitions
  • SMSF planning, super contributions, and legacy-focused advice
  • Final-quarter planning to reduce tax liabilities before EOFY

Build a Smarter, Scalable Tax Advisory Offering

We help accounting firms and CPAs deliver meaningful tax savings and forward-thinking strategies with consistent, white-labeled planning services.

Book a Free Tax Planning Call
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Tax Planning Advisory That Builds Client Trust

Proactive Advice. Compliant Strategies. Delivered Under Your Brand.

We assist you in providing tax advisory that your clients can act upon, not reports that they submit. Our offshore tax planning consultant in Australia provides white-labeled reports, strategy decks, and actionable suggestions across personal, business, and high-income client requirements.

The Globus Prosourcing Advantage for CPAs & Firms

Specialised CPA Tax Expertise

ATO-Aligned Tax Advisory Across All Client Types

From employees to entrepreneurs, we ensure full compliance.

100% ATO-Compliant & Risk-Free Outsourcing

Customised Plans That Support Client Goals

We tailor strategies to income, goals, assets, and business models.

White-Label Tax Services – Work Under Your Brand

White-Label Reports Ready for Client Review

Deliver polished, branded documents that feel fully in-house.

Flexible Engagement Models for CPA Firms

Dedicated Advisors with Local Tax Expertise

Professionals trained on Australian tax laws and deductions.

No Upfront Payments – Pay Only for Results

Flexible Engagements with No Risk

Full control, no contracts, and only pay for what we deliver.

Let’s Build a Power-Packed Team
Offer strategic, forward-looking tax planning without building new teams or internal overhead. We handle the planning to build the client relationship.
Start with Offshore Tax Planning Support

Frequently Asked Questions

Still Have Questions?
Talk to a Tax Planning Specialist
We support tax planning for individuals, families, business owners, investors, and SMSF clients.
Both. We support personal tax planning, small business planning, and corporate tax advisory.
Yes. All documents and planning decks are delivered under your firm's branding.
Yes, absolutely. We adhere to all ATO requirements and are current with legislative updates.
Yes. We accommodate project and seasonal tax planning, as well as ongoing advisory.
Yes. We provide tax planning for entrepreneurs, high-income earners, and real estate investors.
Setup will usually take 3–5 business days, and delivery planning will begin right away.

Latest Insights on Tax Planning Strategies

Let us handle the details. Our offshore bank reconciliation services keep your accounts clean, up-to-date, and 100% compliant—without lifting a finger.