We are a boutique firm that has been servicing small to medium businesses in the local community as well as clients elsewhere in Victoria, interstate and overseas for over 20 years.

 

Services

We offer a wide range of services focused on assisting individuals and businesses in setting and achieving their goals. We specalise in providing specialist advice as follows:

 

Compliance

  • Financial statement/accounts preparation
  • Income tax returns for individuals, partnerships, companies, trusts and self managed superannuation funds
  • Business activity Statements
  • PAYG instalments including variations
  • Payroll tax and workcover
  • Bookkeeping services

 

Individual Tax Returns For;

  • Rental property investors
  • Share investors
  • Business income for sole traders
  • Capital gains
  • Contractors
  • Motor vehicle expense claims
  • Late or multiple year returns
  • Amendments to prior year returns

 

Tax Advisory

  • Business structures to match clients needs
  • Property transactions including investment property and negative gearing advice
  • Capital gains tax advice and calculations
  • Starting or buying a Business
  • GST obligations
  • Assistance with ATO audits
  • Tax planning

 

Corporate Secretarial

  • Registered office
  • Incorporations
  • Deregistrations
  • Business names
  • TFN & ABN/GST registrations

 

Business Referrals

We have built an alliance with the following professionals:

  • Financial planners
  • Mortgage brokers
  • Vehicle and equipment finance specialists
  • Property consultants