Tax and lending. One firm.
Tax accounting for individuals, businesses and investors.
Registered tax agent · Fellow of the National Tax & Accountants' Association
Mortgage and finance broking, structured with your tax position in view.
Complimentary lending consultation. Lenders usually pay our broker fee, so in most cases there's nothing for you to pay. If a fee ever applies, we'll tell you in writing first.
Coming January 2027
Superannuation, insurance and retirement planning. We're not providing financial advice yet, but you can hear first when we launch.
How it works
Tax returns in three steps
Mostly online, so you can do it whenever suits you. No meeting needed unless you want one.
Choose how to start
Online with no meeting, a weekday chat, or an evening or Saturday call. Whatever suits you.
Fill in your secure checklist
Sign your engagement letter online, then answer a short checklist and upload your documents in our secure portal.
Review, sign, lodged
I prepare your return and send it to you to check and sign online. Then I lodge it with the ATO.
Meet your adviser
Hi, I'm Frank.
I've been doing tax since 2004, spent over ten years as a financial adviser, and have been helping clients borrow since 2021, with firms including WHK Horwath, Westpac Private Bank, Citibank and AON.
I started Exigo because too many clients were juggling advisers who weren't working towards the same goal. I'm a calm presence who makes the complicated clear, and I'll make sure your tax, business and borrowing all pull the same way.
Clear, upfront pricing
All prices include GST. We'll always confirm your fee, and any extra work, before we start.
Tax returns
Once a year. You keep your own records and we prepare and lodge your return.
Individual
$199
- $189 when you pay upfront
- Online with no meeting, or book a chat
- Extras like rental property or capital gains from $55
- Fee from your refund available (+$30)
Sole trader
from $329
- Your individual return with business schedule
- For sole traders who keep their own books
- BAS available from $220 a quarter
Business returns
from $440
- For companies, trusts and partnerships
- Tailored to your business. Book a complimentary consultation and we'll give you a fixed quote before we start
- Many businesses save with one of our full-service packages below
SMSF
from $880 /year
- Annual accounts, tax return and administration for your fund
- SMSF audit arranged, from $350
- Setting up a new SMSF? Ask us about establishment
Full-service business packages
Bookkeeping includedWe look after your books every month, lodge your BAS and do your year-end tax, all for one monthly fee.
Sole trader
from $239 /month
- Monthly bookkeeping in Xero or MYOB
- Quarterly BAS
- Your tax return with business schedule
Company or trust
from $299 /month
- Monthly bookkeeping in Xero or MYOB
- Quarterly BAS
- Financial statements
- The entity's tax return
Business plus
from $349 /month
- Monthly bookkeeping in Xero or MYOB
- Quarterly BAS
- Financial statements and the entity's tax return
- Tax returns for two owners
- Annual tax planning meeting
Packages assume up to 100 bank transactions a month. Payroll and our ASIC agent service are charged separately. Consultations are complimentary, on weekdays, evenings or Saturdays.
One conversation.
Everything sorted.
Tell us a little about where you're at, and we'll get back to you within 24 hours. Or skip ahead and lock in a time now.
Carlisle office
47 Star Street
Carlisle WA 6101
Client parking: enter via Archer Street
North Beach office
2/103 Flora Terrace
North Beach WA 6020
Inside Flowspace · meetings by appointment
Or we can come to your home or business anywhere in Perth, or meet by video wherever you are in Australia.
Prefer we call you?