What we do

Everything we handle, in one place.

Registered tax agents · Fixed fees agreed first · Shepparton and Australia-wide

Ten core services, each with its own page explaining what's included, who it's for and how it works. If you're not sure which one you need, book a free call and we'll tell you.

For individuals

For businesses

Super

Also part of the job

These don't get their own page but are included in, or quoted alongside, the services above:

  • Capital gains tax calculations — property, shares, crypto, business sales
  • Fringe benefits tax returns
  • Taxable payments annual reports (TPAR)
  • PAYG withholding and instalment variations
  • ASIC annual statements and company detail changes (support)
  • Rental property schedules and depreciation
  • Foreign income and residency questions
  • Not-for-profit, club and association accounts
  • ATO objections, private ruling requests and reviews
  • Management reporting and budgets
  • Business sale or purchase due diligence (accounting side)
  • Switching accountants — records transfer and ATO agent nomination

What we don't do

Financial product advice (investments, insurance, choosing a super fund), legal advice and SMSF audits need separately licensed professionals. We can introduce you to independent ones; you engage them directly. We also don't offer fee-from-refund arrangements.

Fees

Every service is quoted as a fixed fee before work starts. How our fees work explains what's included and what moves the number.

FAQ

About our services

Can I use you for just one thing?

Yes. Plenty of clients come to us for a single tax return, a company set-up or a one-off catch-up of overdue BAS. There's no minimum and no pressure to bundle.

Do you work with clients outside Victoria?

Yes. Tax law is federal, and everything we do can be done remotely. We have clients in every state; the only difference is that Victorians can meet us in person at Shepparton North if they'd like to.

What don't you do?

We don't give financial product advice (investments, insurance, choice of super fund), legal advice, or conduct SMSF audits — those need separately licensed professionals, and we can introduce you to independent ones. We also don't do fee-from-refund arrangements.

How do I know which service I need?

Book a free call. In fifteen minutes we can usually tell you what's required, what isn't, and what it would cost.

Not sure where to start?

Book a free call. We'll tell you what you need — and what you don't.