Accountant & tax agent in Mooroopna

Mooroopna sits on the west bank of the Goulburn River, a short run across the causeway from Shepparton. SMT Accounting is on the other side of the river at Shepparton North, close enough to drop in by appointment and far enough that most Mooroopna clients simply work with us by phone, WhatsApp, email and video.

How working with us works from Mooroopna

You choose how much you want to see us. Our office at 53 Mootwingee Crescent, Shepparton North is open by appointment and is about 11 minutes' drive from Mooroopna via the Midland Highway and the Goulburn Valley Highway. If you would rather not make the trip, nothing is lost: documents arrive by WhatsApp photo or secure upload, we talk through the return on a call or video, and you sign electronically. Sohail Yasin (CPA, registered tax agent) and Syed Shah (IPA member) do the work themselves rather than passing you between staff, and the same two people answer the phone next year.

Who we help in Mooroopna

Mooroopna's working life is shaped by fruit. The Ardmona cannery operated here for most of the twentieth century before the business merged with SPC, and the orchards around Ardmona, Mooroopna and Toolamba still set the rhythm of the local year, with picking and packing crews arriving each season. Alongside the growers there is a main-street retail strip along McLennan Street, a cluster of trades and transport operators, and a large number of households whose income is a mix of wages, seasonal work and a side business.

The clients we typically see from Mooroopna are:

• Orchardists and packing businesses needing primary production returns, fuel tax credits and seasonal payroll. See our agriculture and horticulture page for the detail.
• Seasonal and casual workers with several employers in a year, sometimes on working-holiday or other temporary visas, who need a return lodged correctly and quickly.
• Tradies and owner-drivers running a sole-trader or company business with vehicle, tool and subcontractor costs.
• Shop and café owners on McLennan Street dealing with GST, staff and the tax side of a lease.
• Families and retirees with a straightforward return, a rental property or a small share portfolio.

Services Mooroopna clients use most

• Individual tax returns, including work-related deductions for pickers, packers, nurses and drivers.
• Business and company tax for sole traders, partnerships, companies and family trusts.
• BAS, GST and IAS lodged on time each quarter, with fuel tax credits where you are eligible.
• Bookkeeping in Xero or similar cloud software so that you can see where the business stands.
• Payroll and STP, ready for Payday Super from 1 July 2026.

What to bring (or send)

• Your tax file number and photo ID for our identity check (a legal requirement for tax agents).
• Income statement details, which we can usually pull from the ATO once you have nominated us.
• Receipts or a summary of work-related expenses, and a logbook if you claim a vehicle.
• For a business: bank feed access or statements, invoices, and last year's return and financials if you are moving from another accountant.
• Rental property statements, share and crypto records, and private health insurance details if they apply.

Not sure what counts? Our deductions guide covers the common claims, and we will tell you what else we need after the first call.