Tax Accountants in Melbourne for Every Entity Type
Returns, BAS, planning and ATO disputes, all handled by registered tax agents. We work with individuals, sole traders, companies, trusts and self managed funds across Melbourne. Clients on our lodgement program generally have until 15 May rather than 31 October, which is six extra months to get it right.
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Tell us what you need and one of our accountants will call you back within one business day.
36k+
4k+
Trusted Clients
25+
Years Experience
Tax Handled Properly, Start to Finish
Tax work is more than a form in July. We look at how your income is earned, how your entities are structured and what is coming up over the next twelve months, then lodge on that basis. Asking the right questions in August is what keeps the return straightforward in May.
Every client gets a lodgement calendar, a quoted fee before any work starts, and reminders ahead of each due date rather than after it. If the ATO writes to you, we answer it. If a return is already late or a debt has built up, we take that on as well instead of turning the file away. Most of our work arrives by referral, which only happens when the last return went smoothly.
Our Taxation Services
Individual Tax Returns
Company Tax Returns
Trust Tax Returns
Tax Planning
BAS, GST and PAYG
ATO Audits & Reviews
Capital Gains Tax
Fringe Benefits Tax
Payroll Tax
Land Tax
Call us today to book a free consultation.
How We Work
We work from three offices in Kew, Hoppers Crossing and the Melbourne CBD. Clients in Richmond, Hawthorn, Camberwell, Doncaster, Werribee, Point Cook and Tarneit use whichever is closest, and plenty never come in at all. Appointments run in person, by phone or over video, and documents move through a secure portal.
First Conversation
We ask what you earn, what you own and what changed this year.
Review
We check prior returns, your structure and what the ATO already holds.
Prepare and Quote
You get the scope and the fee in writing before work starts.
Lodge and Follow Up
We lodge, confirm the assessment and diarise the next due date.
Who it’s for
Individuals
Wage earners, landlords and investors who want a stress free 31 October.
Sole traders
Freelancers and contractors juggling BAS against a growing workload.
SMEs
Companies and partnerships that have outgrown the spreadsheet.
Trusts & SMSF
Family trusts and self managed funds with reporting that has to be right.
Individuals
Wage earners, landlords and investors who want a stress free 31 October.
Sole traders
Freelancers and contractors juggling BAS against a growing workload.
SMEs
Companies and partnerships that have outgrown the spreadsheet.
Trusts & SMSF
Family trusts and self managed funds with reporting that has to be right.
ATO Key Dates, FY 2026/27
The 2026/27 financial year runs from 1 July 2026 to 30 June 2027. Below are the dates that catch people out. Clients on our lodgement program pick up the later agent dates automatically.
| Date | Obligation | Agent Concession |
|---|---|---|
|
Every payday, from 1 Jul 2026 |
Payday Super. Contributions must reach the employee's fund within 7 business days of payday | Quarterly SG dates no longer apply |
| 28 Oct 2026 | Q1 BAS and PAYG instalment, Jul to Sep 2026 | 25 Nov 2026 |
| 2 Nov 2026 | Self-lodged 2025-26 income tax return | — |
| 1 Mar 2027 | Q2 BAS, Oct to Dec 2026. Standard date 28 Feb falls on a Sunday | No agent extension for Q2 |
| 31 Mar 2027 | Returns for individuals and trusts whose last tax bill was $20,000 or more | — |
| 28 Apr 2027 | Q3 BAS, Jan to Mar 2027 | 26 May 2027 |
| 15 May 2027 | Agent lodgement due date for most individual, partnership and trust returns | May 2027 concession if payment is also made by then |
| 30 Jun 2027 | Financial year ends | — |
| 28 Jul 2027 | Q4 BAS, Apr to Jun 2027 | 25 Aug 2027, subject to ATO confirmation |
Expertise
Our accountants hold Chartered and IPA qualifications and work across individual, company, trust and superannuation tax. Jignesh Patel, our director, has more than 25 years in the field and sits on the board of the Institute of Public Accountants. Technical training runs continuously here, because the rules move every year and a return prepared on last year’s understanding is a return worth arguing about.
Everything Else
Under One Roof
Tax rarely sits on its own. Most clients use us for two or three of the below, which is what keeps the advice consistent from one year to the next.
Tax Questions We Get Asked Most
When is my tax return actually due?
If you lodge it yourself, the 2025-26 return was due 2 November 2026. If you are on a registered agent’s lodgement program, most individuals and trusts have until 15 May 2027. You need to be on an agent’s list before the self lodgement date passes to get that extension, so it is worth calling in October rather than April.
How much does a tax return cost?
It depends on what is in it. A wage earner with one employer and a few deductions is a different job to a family trust with a property and franking credits. We look at your prior year return first, then quote a fixed fee in writing before starting. You will not get an invoice with a surprise on it.
Can you lodge returns that are years overdue?
Yes, and a fair number of our new clients arrive that way. We work out what is outstanding, request your ATO data, lodge the years in order and then deal with any penalties or interest that come back. Voluntarily catching up is treated very differently to being chased, so the sooner it starts the better it goes.
What do I need to bring to the first appointment?
Your prior year return or notice of assessment, income statements, and details of anything you bought, sold or rented out during the year. If you are not sure what counts, bring it anyway. We would rather sort through too much than lodge on too little.
I owe the ATO money and cannot pay it. Can you help?
Yes. We can negotiate a payment arrangement, apply for remission of failure to lodge penalties and general interest charge where there are grounds, and get the lodgements current, which is usually the ATO’s first condition for any arrangement. See our tax debt assistance page for how that works.
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