Your Tax Plan is Active Button
Your Tax Plan is Active

Welcome to Your Tax Plan

Join over 500,000 businesses using Lawpath to stay tax compliant and grow with confidence.

Your Plan Benefits

Dedicated Tax Agent

Work with a registered tax agent who manages your business's tax obligations from start to finish.

Initial Tax Consultation

Begin with a 1:1 onboarding call to understand your business and tailor your lodgement schedule.

BAS Statement Lodgements

Includes preparation and lodgement of up to 4 upcoming quarterly or annual BAS statements.

Annual Financial Statements

We prepare compliant financial reports for your business's end-of-year tax obligations.

Annual Business Tax Return

We lodge your company's tax return with the ATO, ensuring accuracy and compliance.

Year-End Tax Consultation

Wrap up the financial year with a strategic review to optimise your tax position for the future.

Your Getting Started Checklist

STEP 1

Book Your Onboarding Call

Kick things off by scheduling a 1:1 call with an onboarding specialist. During the session, we'll activate your Tax Plan, add Lawpath to your accounting software, and begin linking your ATO records.

To prepare for your call, please have ready:

STEP 2

Complete Your Checklist in Your Account

After the call, you'll be guided through key setup tasks inside your Lawpath dashboard.

Your tasks will include:

STEP 3

Meet Your Dedicated Client Manager

Once onboarding is complete, your Client Manager will introduce themselves and be your go-to for support. They'll assist with:

How to Speak with Your Team

Live Chat

Have a question? Reach our team through live chat in your Lawpath account.

Phone Call

For complex matters, contact your Client Manager via their provided email or phone number.

Your Account Managers

Your dedicated account managers are your personal guides to success on the Lawpath platform. They're here to ensure you maximize every aspect of your subscription and get the best possible outcomes for your business.

Richelle Mamangun

Senior Account Manager

Hasmin Lancion

Senior Account Manager

How Your Account Managers Help You

Onboarding & Setup

Tax Plan Walk-through

ATO Agent Linking Assistance

Help connecting TFNs, ABNs, and ATO authorisations

Software & System Integration

Support connecting your accounting platform (e.g. Xero, MYOB)

Expert Matching

Assigning Your Registered Tax Agent

Coordinating with Bookkeeping or Payroll Experts (if needed)

Ongoing Support

Regular Check-ins on Lodgement Status

Escalation Support with the ATO

Your Tax Team

Experts in business tax, compliance, and growth.

Timothy Quinn

Head of Tax & Accounting

Patrick Sargent

Tax Director

Pradi Hamid

Senior Accountant

Karan Sankepalli

Senior Accountant

Chris Nguyen

Senior Accountant

Jack Arnold​​

Senior Accountant

Jeremy Brittan

Senior Accountant

Arwa Bohra

Senior Accountant

Stina Evinger

Senior Accountant

James Pham

Senior Accountant

Orianne D Silva

Accountant

Ongoing Support Includes

Our tax and accounting professionals provide year-round assistance to simplify your compliance, improve financial visibility, and support business growth.

Tax Planning & Strategy

  • Annual tax consultations

Quarterly GST & BAS Compliance

  • BAS preparation and submission
  • PAYG instalment management
  • GST registration and updates
  • Annual BAS reconciliation

Business Structure Support

  • Guidance on changing or setting up company structures
  • Annual Tax Consultations

Financial Reporting & Tax Return

  • Preparation of Annual Financial Statements
  • Preparation and lodgement of Annual Tax Return

Payroll & Bookkeeping (extra)

  • STP-compliant payroll setup
  • Superannuation compliance and lodgements
  • Bookkeeping account setup and categorisation
  • Backlog bookkeeping and historical clean-up

Advisory & Business Growth Support (extra)

  • Business performance reviews and strategy sessions
  • Detailed tax planning reports with scenario analysis for different business structures
  • Cash flow and working capital optimisation
  • Financial modelling for growth or investor readiness
  • Business succession and exit planning

Frequently Asked Questions

A dedicated tax agent, BAS lodgements, financial statements, tax return, and year-end review — all managed through your Lawpath account.

It depends on your GST turnover. Your tax agent will confirm during onboarding and lodge accordingly.

Yes — this is included. We prepare and lodge all your upcoming BAS as part of your plan.

These services are available for an additional fee. We’ll provide a clear quote before starting.

Ongoing bookkeeping is not included, but we offer it as an additional service.

Lawpath Tax & Advisory will act as your registered agent. You’ll be introduced to your individual agent post-onboarding.

You can reach your Client Manager or tax agent via phone, email or live chat for assistance throughout your subscription.