Based in Sydney, working with clients across Australia  ·  0452 235 428

Our Services

Practical accounting, taxation and business advisory services for individuals and small to medium-sized businesses.

We help you stay compliant, understand your financial position and make informed decisions with confidence. From day-to-day bookkeeping and tax returns to business structuring, tax planning and ATO matters, we provide practical advice tailored to your circumstances.

Compliance, Accounting & Bookkeeping

Reliable accounting and compliance support to keep your business records accurate, up to date and compliant with its reporting obligations.

  • BAS, IAS & GSTPreparation and lodgement of Business Activity Statements and Instalment Activity Statements, including GST, PAYG withholding and PAYG instalments. We help ensure your reporting is accurate and your obligations are met on time.
  • Bookkeeping & PayrollOngoing bookkeeping and payroll support, including transaction processing, bank reconciliations, accounts payable and receivable, payroll processing and maintaining accurate financial records.
  • Financial Statements & ReportingPreparation of financial statements and financial reports to give you a clear understanding of your business performance and financial position.
  • Payroll, STP & SuperannuationPayroll processing and compliance support, including Single Touch Payroll (STP), superannuation guarantee obligations and Payday Super requirements.
  • FBT ReturnsPreparation and lodgement of Fringe Benefits Tax (FBT) returns, together with advice on the tax treatment and reporting requirements for common employee benefits.
  • ASIC ComplianceAssistance with ongoing company compliance requirements, including annual reviews, company changes, officeholder and shareholder updates, registered office changes and other ASIC lodgements.

Taxation & Tax Planning

Accurate tax preparation combined with practical advice to help you manage your tax obligations and plan ahead.

  • Individual Tax ReturnsPreparation and lodgement of individual tax returns, including employment income, investment income, rental properties, deductions, shares, cryptocurrency and other investments.
  • Company & Trust Tax ReturnsPreparation of company, trust and partnership tax returns, including related financial statements, tax calculations and compliance requirements.
  • Tax PlanningProactive tax planning to help identify legitimate tax-saving opportunities, manage the timing of income and deductions, and make informed decisions before the end of the financial year.
  • Property & Capital Gains TaxTax advice and calculations relating to property and investments, including rental properties, property purchases and sales, capital gains and capital losses.
  • Division 7A AdviceAdvice on the tax implications of private use of company funds and assets, including shareholder and director loans and Division 7A compliance.

Business Advisory & Structuring

Practical advice to help you establish, manage and grow your business with the right structure and financial information.

  • Business AdvisoryPractical business advice based on your financial information and business goals. We can assist with cash flow management, budgeting, financial reporting, business performance and general business decision-making.
  • Business Structure & RestructuringAdvice on business structures including sole traders, companies, partnerships and trusts. We can help assess whether your current structure remains appropriate and consider the tax implications of proposed changes or restructuring.
  • Business Setup & RegistrationAssistance with establishing a new business and setting up the appropriate tax registrations, including ABN, TFN, GST and PAYG withholding registrations, together with guidance on choosing an appropriate business structure.

ATO & Tax Disputes

Professional assistance when you need to communicate with the Australian Taxation Office or resolve a tax matter.

  • ATO CorrespondenceAssistance with ATO correspondence, notices, information requests and enquiries. We can help you understand what the ATO is requesting and prepare the appropriate response.
  • Tax Audits & ReviewsSupport during ATO reviews and audits, including reviewing the issues raised, preparing supporting information and assisting with communication with the ATO.
  • Tax Objections & DisputesAssistance with tax objections and tax-related disputes, including reviewing assessments, identifying relevant issues and preparing documentation for submission to the ATO.

Something Else?

Every individual and business has different accounting and tax needs. If you don't see the service you are looking for, please contact us to discuss your requirements. We are happy to assess your situation and let you know how we may be able to assist.

Not sure which of these you need?

Tell us about the business and we'll tell you what applies — and what doesn't.