Tax returns & planning
Discuss individual, sole trader, company, partnership and trust tax returns, preparation and planning.
EVERYDAY ACCOUNTS. COMPLEX QUESTIONS.
A clearer picture.
A considered next step.
Accounting services for individuals, self-employed people and businesses.
From keeping the books in order to working through a complicated situation, tell us where you are and what needs attention. We’ll discuss the work involved, the information needed and the next step.
ACCOUNTING SERVICES
Support that starts with your situation.
Bookkeeping & accounts
Day-to-day bookkeeping, bank reconciliations, records, catch-up work and financial statements.
BAS, GST & PAYG
Support with business activity statements, GST records and PAYG reporting requirements.
Payroll & superannuation
Discuss payroll, Single Touch Payroll reporting, employee records and superannuation obligations.
Business reporting & cash flow
Understand your accounts, budgets and cash-flow forecasts, and discuss the accounting implications of business structures.
Complex situations
Overdue returns, incomplete records, ATO debt, multiple entities or a change in circumstances? Tell us the background so we can review what is involved.
ONE CONVERSATION AT A TIME.
Not everything needs to be in order to start.
Let us know what you need help with, any deadlines and whether there are outstanding matters. We’ll confirm the service scope, responsible practitioner and fees before work begins.
Questions before we begin.
Can I enquire if my records are incomplete?
Yes. Tell us which periods are involved and what records you have. We’ll discuss how to review the gaps and what is needed next.
Can you look at a complex or overdue situation?
Yes. Share a brief outline and any deadlines. The team will review the circumstances and discuss a suitable scope of work.
What should I send in the first enquiry?
A short description and your contact details are enough to start. Please leave tax file numbers, identity documents and detailed financial records out of the enquiry; we’ll arrange the appropriate way to share supporting information.