accounting, tax, bookkeeping, self managed super, audit,not for profit, tax returns

Services

 Basic Individual Tax Returns

– prepared by a CPA qualified Tax Agent. With over 20 years worth of experience you are assured that we will claim every deduction possible in order to maximise your refund. Our clients have a diverse range of occupations including but not limited to; Nurses, Teachers, FIFO, Disability Support, Personal Trainers and Retail employees.

Complex Individual Tax Returns

– we thrive on complex returns and consider ourselves experts when it comes to Sole Traders and Sub-contractors in ensuring we minimise your taxation liability. If your tax affairs are not so basic due to Rental Properties, Shares, Foreign Income or Capital Gains we are the people you can trust.

Partnership/Trust/Company Tax Returns

– we are experienced in preparing Financial Statements and Tax Returns for a diverse range of businesses, operating in many industries including but not limited to hospitality, building and construction, NDIS, Beauty Services, Uber, and Transport.

Self Managed Super Fund Tax Returns

– advice, financials and audit – we can prepare financial statements and income tax returns for your self managed super fund ready for audit by a specialist superannuation fund audit firm that we work closely with.

Small Club Audits

– we can prepare and audit your not for profit association and club Financial Statements to ensure compliance with State Government requirements at a low and affordable cost. Our current clients include local gymnastics, bowls, school P & C, social bowls, and social fishing clubs. We can also prepare reports for Australian Charities and Not-For-Profit Commissions (ACNC).

Taxation & Business Advice

– we can work with you to set up a clear vision of where you want to take your business whilst minimising your tax liability. From business plans to cash flow forecasts, through to sale of business, our team will support you all the way. We can also advise on the best structure for your circumstances whether it be a Partnership, Trust or Company and organise the setup.

Bookkeeping

– our software of preference is Xero and we are a Silver Partner, however we are also a MYOB Professional Partner, Reckon Cloud Advisor and, Quickbooks ProAdviser. Why pull your hair out trying to keep your books up to date when we can deal with everything from data entry to BAS preparation and lodgement. Save time and hassle and let us take the stress out of your books so you can focus on what you do best – running your business.

Our Partners

accounting, tax, bookkeeping, self managed super, audit,not for profit, tax returns

Testimonials

“Quick service at an affordable price.
Flexible hours to suit.”
HELEN FOSTER

“Julie is fantastic.
Friendly, helpful and really cares about her clients and is always trying to help us where ever she can.”
KAY ROSS

“Great service. Explained everything clearly and took the time to understand my situation and got the best results for my tax return.”
MELANIE CORRIE