Individual Tax Return Checklist Business Tax Return Checklist Rental Tax Return Checklist

Accounting & Tax Matters

Is a local, family-run accounting firm based in Hervey Bay, QLD. Established in 2007 by Julie Morrison, Accounting & Tax Matters is unlike other accounting firms. Our friendly home-based business operates with a small support team (as well as our fur-babies!), which means your affairs will always be attended to by Julie herself.  We specialise in the accounting and tax needs of individuals and small businesses. Our aim is to truly understand your situation and help you to reduce your tax and grow your business.  Julie and our friendly team look forward to assisting you with your tax and accountancy needs.

Our Team

 

About Julie

Julie has a Bachelor of Business (major in Accounting) and a Graduate Diploma of Taxation from Central Queensland University. She is a CPA (Certified Practicing Accounting), Tax Agent, and Justice of the Peace.

Julie was born in Maryborough, and has lived in the area her whole life, bar three years in Rockhampton for university study, and seven years gaining professional experience on the Gold Coast.

She is an active member of the community being involved with parkrun for a number of years as well as other various community organisations.

 

 

About Anita

Anita is our Administration Manager here at AATM, originally from Tasmania, she has made Hervey Bay her new hometown.

Anita has worked for many years in Administration and retail roles and loves nothing better than a shoebox full of receipts to organise.

A lover of all animals (except spiders) she enjoys live music, cooking and a good gin & tonic.