Where people count
Taxation Services
Our motto is “Where People Count”, because we look beyond the numbers on the page to engage with the people behind the paper. After all, we are business owners and investors ourselves, and we understand the benefits of a supportive, professional, accessible and relatable relationship.
Get to know us
We offer business advisory services tailored to meet the unique needs of salary and wage earners, businesses, investors, and everyone in between. Our approach is designed with each client's specific circumstances in mind, supported by proactive compliance.
Taxation Services
We service all types of industries, all over Australia. If you are looking for a professional, efficient and friendly service, where advice and strategies are tailor made for you and your business, then look no further. We value our relationship with each and every client, and aim to always offer a personal approach to our services and advice offered. We listen to you, your needs and tailor advice for you and your situation. Our taxation services include: Business and Individual Tax Returns, Correspondence Service, Investments and Rental Properties, Preparation of Financial Accounts, Capital Gains Tax, BAS and PAYG and Self Managed Super Funds.
Business Tax Returns
Businesses have extensive reporting responsibilities with numerous lodgement and payment dates for Tax, Payroll, Super and GST to name a few. Ensuring you complete your tax return by the ATO imposed due date will assist you to understand your current business position and we will work with you to understand how to best manage any changes to outcomes for the following year. We communicate with you through every stage and ensure the best outcome possible for your taxable position.
Individual Tax Returns
We offer a professional approach to completing your taxation return, maximizing your return in line with ATO guidelines and legislation. We ensure a professional and friendly environment, offering extended consulting hours during July – September for your convenience. We utilise Electronic Lodgement for fast and efficient refunds straight to your bank account. We are also able to deduct our fee from your refund, and forward the balance to you if you wish.
Correspondence Service
If you aren’t local to our office location, or simply struggle to find the time to do your tax, we offer a simple, fuss free correspondence service via email, postal mail or drop off to our office. Suitable for businesses and individuals, we can discuss queries via email or phone and find this an efficient way to meet your lodgement obligations with the ATO without impacting your schedule.
Investments and Rental Properties
When investing in shares or property, there is so much to consider. Ensuring you maximise allowable deductions in an always changing tax landscape can have a huge effect on the amount of tax you pay. Whether buying or selling, considering renting out your current primary residence, or have received an inheritance, ensuring your receive the relevant taxation advice for your personal situation is imperative to minimise your tax position.
Preparation of Financial Accounts
As a part of our service, we are able to provide a full set of completed financials for your Business. Financial Accounts assist you to manage your business effectively, and provide a “bigger picture” perspective of your Business’ financial position while ensuring all the “checks and balances” have been ticked off for the financial year.
Capital Gains Tax
Before you buy or sell any investment, advice from one of our team is imperative to provide you with an understanding of the implications your investment could have on your tax position, either now or in the future. Capital Gains Tax calculations can be complex and the legislation is lengthy. We ensure we maximise allowable concessions to minimize your Capital Gains Tax, allowing more profit to remain with you.
BAS and PAYG
GST can be confusing, and PAYG even more complex. With varied reporting obligations, we aim to simplify the process for you and offer a no fuss service for preparation and lodgement of your GST/PAYG.
Self-Managed Super Funds
Self-Managed Super Funds are complex, with ongoing obligations and requirements to remain compliant. We can assist you to navigate your tax and compliance obligations, and work with your Financial Planner to ensure the best outcome and advice for you.
Contact Us
Looking for help with your business or personal finances? Contact us to find out more about how we can help with our friendly team for expert advice and personalised accounting service.