Taxation Services
Solution Driven
Keeping you up to date and one step ahead of your tax, bookkeeping and payroll compliance
As a small family run, hard-working firm, we are committed to providing our clients with professional, timely and thorough taxation, bookkeeping and payroll services, maintaining strong relationships, and providing solutions specifically tailored to you personally and your business.
We are pleased to offer a variety of financial services to our clients which include:
Tax & Tax Planning
Understanding your complete picture can make a significant difference to effective tax planning, ensuring you are utilising the best financial structure for you personally.
Solutions for your best financial outcomes
From your Family Trust to your Personal Income Tax Return, we can assist with all of your compliance needs. Furthermore, our personalised and relationship based approach will ensure we look beyond the numbers and plan ahead to assist you in your taxation planning.
Have our fully qualified and registered taxation specialist assist with your: individual tax returns; sole trader returns; company tax returns; trust tax returns and financial statements.
Bookkeeping
We understand that running your business effectively is important to you, and you may not have the time or expertise to manage and maintain your books efficiently.
Taking away the hassle of bookkeeping
When done accurately bookkeeping provides critical financial information, key performance indicators and aids decision making.
Therefore, bookkeepers need to be qualified. Richard is a qualified accountant and BAS Agent registered with the Tax Practitioners Board.
BAS Agent Services
As per Australian tax laws, it is a legal requirement for businesses to maintain and lodge regular BAS statements when their turnover exceeds $75,000 per year. For some business owners this can be quite overwhelming and take up time that would be much better spent working on their business.
With a solid understanding of ATO regulations, we can help remove the stress out of the preparation process and assist you in the management of your BAS statements each quarter and even monthly, where necessary.
Payroll
All businesses are required to maintain the appropriate record keeping for their payroll, but this can be quite a big job that you may not have the capacity to maintain on your own. With Richard's accounting background and a broad range of knowledge and experience, we can help ensure all your processes are streamlined and all aspects of your payroll requirements are managed efficiently.
Richard offers initial one-on-one consultations. With years of experience across multiple industries both here in Australia as well as in international locations, Richard can assist with all aspects of your employee payments.
Our Clientele
Servicing a diverse range of clientele including Real Estate, Construction, Trades and Professionals, we work with many individuals and business owners and have a wealth of experience spanning across a multitude of industries, which sets us apart from other firms.
Over the years we have built up a large client base throughout Australia, particularly Melbourne and Sydney, and now the Sunshine Coast, delivering quality and assurance through proven practices, setting you and your business up for successful outcomes each and every time.
We are Xero Accounting Software Specialists, with 100% of our clients using Xero to manage the demands of their accounting and business needs.
We use the Xero accounting system exclusively giving you instant access to information in real-time.
This means you benefit from:
- 24/7 access to up-to-date financial information and reports from any device with an internet connection including your smartphone or tablet,
- Knowing your sensitive financial data is always secure and backed up automatically,
- No system downtime because all software upgrades are done automatically. This worry-free maintenance saves you time and hassle.
About the Team
Richard Barrett
Originally from the UK, company director Richard is a qualified accountant and has been working with clients for over 20 years. Since moving to Australia in 2013, Richard has expanded his practice and is a registered BAS agent, working exclusively with Xero Accounting Software, in order to ensure his clients receive the most effective results.
Jane Barrett
Working alongside Richard is his wife Jane, who joined the business 5 years ago, coming from a strong administration background with over 20 years of experience, and currently training to become a BAS Agent herself.
For more information on how we can help you, we invite you to reach out and book an appointment with us today!