Taxation and Accounting for Individual clients

Individual Tax Return

We are a registered tax agent with experience in preparing and lodgement of income tax returns for a wide range of individual taxpayers including employees, self-employed, investors, professional consultant, developers, tradesman, self -funded retirees,  and deceased estates. All works are done by qualified accountant and member of CPA and IPA.

In order to maximize the refund, we invest our time and use our  in depth knowledge of taxation legislation and extensive experience to look thoroughly at your specific situations and claim maximum allowable deductions. We also allow time to clarify your tax positions and plan ahead for future returns.

There are two main ways that we can get your tax done. You can book an appointment in advance. Alternatively, you can email or post the paperworks then we can sort them out and get back to you with requests for additional information or clarifications, again you can email or post or call us to provide the information, we then can complete your return and send back to you for reviewing and signing. We will lodge your tax once we received your signed copy of Tax Return.

Our prices are very competitive and affordable. Our fee for standard tax return is $80.00. We love and reward your referral.

Tax advice

We provide taxation advice to help individuals achieve the best tax outcome allowed by the law. We have extensive experience and a wealth of knowledge in provision of tax advice for individuals in the following areas:

  • Employment related income and tax deductions to maximize refund.
  • Advice on centre link payment and family tax benefit, child care benefit and childcare rebate.
  • Negative gearing arrangement through investment property or shares under individuals or through the trust.
  • Advice on tax planning strategy for income splitting, asset protections and maximizing legitimate tax deductions and estate planning.
  • Business valuation, advice on buying and selling small business
  • Advice on business structure that is the most tax effective for your specific requirements.
  • Registration for ABN, GST, PAYG, business name for the self-employed
  • Capital Gain Tax where the investments are sold.

We normally provide assistance free of charge for the above tax advice to our existing clients prior to any transactions. We also provide free initial consultation or advice via email to our new clients. Please give us a call or just email us when you require a tax advice. When you send us an enquiry via our website, we guarantee we will get back to you with detailed answers within 24 hours.

Taxation and Accounting for small business clients

Small Business Tax Return

As a registered tax agent, we can prepare and lodge all your business regulatory forms and returns including

  • Income tax return for Sole trader, Partnership, Trust, SMSF, Companies and not for profit organisation across  all industries
  • Business Activity Statements (BAS), Instalment Activity Statements (IAS), Fringe Benefit Tax (FBT), Payroll Tax and Land Tax
  • Superannuation Guarantee Charges – Quarterly Statement 

Business Tax advice and planning

  • Advice on the most tax effective structure to meet your specific requirements
  • Advice on the bookkeeping systems for cash business to meet ATO audit requirements.
  • Advice on tax planning strategy including income splitting, asset protections, equipment and motor vehicle purchases as well as business funding for maximum tax benefit.
  • Advice on cash flow to prepare for payment of tax and other obligations
  • Assisting in requesting remission of penalties and General Interest Charges (GIC)
  • Special Prior Year End Tax Planning: Review your data file within one month before the end of the financial year and advice the most tax effective measures to maximize the tax benefits to all related entities of your business

Accounting, bookkeeping and payroll Services

  • We can relieve you an enormous burden by taking care of all your accounting, bookkeeping and payroll requirements. We can provide you with up-to-date and accurate financial information quarterly or monthly ready for BAS, PAYG reports and reviewing the performance of your business on timely manner.
  • We can relieve you the stress of having to update your financial report for Finance Loan Application. Our periodic report is always available in a short time.
  • We can prepare your annual financial accounts for all different structures for Sole Trader, Partnerships, Companies, Trusts and Super Funds for the income tax, business appraisal and planning purposes.

Business advisory

We provide you with following business services

  • Preparing business plan, budgets and financial projections for start up business
  • Advice on internal control for all areas of business including cash handling, record keepings, marketing and human resource management.
  • Review business performance, advice on improvements and managing growth.
  • Assisting in computerising the business process to improve productivity and efficiency.

Administration of Superannuation, worker cover renewal, long services leave reporting

  • Set up a default superannuation fund for your business
  • Set up online access to manage superannuation guarantee reporting and payment for employees
  • Completing worker cover renewal documents including declaration of actual wages and estimated wages.
  • Preparation and lodgement of long service leave return for employees in Building and Construction as well as cleaning contractor industries and self-employed certificate of services.

MYOB training and support

  • Advice on software that meet the business requirements at the lowest cost.
  • Set up properly the company data files including chart of account, nice invoice template,  correct tax reporting and payroll
  • Hand on training in data entry, bank reconciliation, payroll processing , running reports , back up procedures and roll over.
  • Update the software to meet changing requirements at a fraction of cost.
  • On going telephone and email support

Audit of SMSF, Solicitor Trust Accounts and not for profit organisation

  • We specialize in providing the audit to the Self Managed Super Fund, Solicitor Trust Accounts and non for profit organisation
  • We also work closely with a registered company auditor to handle specific client audit needs for Travel Agents and Real Estate Agents.

Audit of monthly sales reports to meet Shopping Centre requirement

  • We can provide an audit service for monthly sales reports to meet the Shopping Centre’s requirements

ATO audit assistance

  • We can represent you to attend ATO audit and advice on preparation of documents to meet the audit requirements
  • We can negotiate with ATO on your behalf  for reductions in penalty and General Interest Charges and payment arrangements.

Other services

  • Setting Up the Company, Trust, Super Fund: We can help setting up your Company, Super Fund, or Trust in 24-48 hours. We can apply for TFN, ABN and GST for the new entity to be ready to start immediately. We also provide the initial bookkeeping advice for your business such as advice on software, a chart of account and cash business benchmark.
  • Finance/ Loan: For Home Loan, Commercial Loan, Equipments/ Motor Vehicle Leasing, Refinancing, we work closely with an External Strategic Loan Planner to ensure the best Loan option for you. As your accountant, we have the knowledge and the information to structure your business / investment loans to maximize your tax benefits. Tell us what you need and we will look after you.
  • Tax Agent Services
  • Tax Accounting and MYOB Services
  • Audit Services

Thank you for visiting us. For a free consultation or quote, please use our online enquiry form.

Testimonials

Thank you for guiding us through the challenging start up phase of my business as well as supporting us to grow  and manage my business with practical marketing, managerial and internal control knowledge & skills. You provides us with good advice as well as quality services at very affordable price. I would like to recommend my family and friends to you. Anthony Pham, Bankstown NSW

Disclaimer
The material and contents provided on this web site and in our print, email or downloadable publications are informative in nature only. It is not intended to be advice and you should not act specifically on the basis of this information alone. If expert assistance is required, professional advice should be obtained. Liability limited by a scheme approved under Professional Standard Legislation

 

Accountants and Bookkeepers

Accountants and Bookkeepers

We are good at what we do

Personal Tax Services
  • Individual Tax Return
  • Late and multiple years
  • Tax Return for deceased estate
  • Tax Advice and estate planning
  • ABN & TFN application
Business Tax and Accounting Services
  • Business Tax Return
  • BAS and PAYG reportings
  • Tax advice and planning
  • ATO audit assistance
  • Business advisory
  • Accounting, bookkeeping & payroll services
  • Audit of SMSF and not for profit organisation
  • Audit of monthly sales reports to meet Shopping Centre requirement
  • Administration of Superannuation, worker cover renewal, long services leave reporting
  • Bookkeeping, Payroll, MYOB, Handisoft  training and support
  • Work Ready Practical Training for Graduate Accountant
  • Other services including setting up company, trust, SMSF, assisting with home and business loan applications

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