Tax returns, prepared and lodged
For business owners and individuals, with deductions claimed correctly under ATO guidelines.
Tax agent in Black Rock
Your tax and your business, managed properly.
We are a boutique practice for tax, business structures and bookkeeping. Your first assessment is free of charge.
We handleTax, structures and the books
RegisteredTax agent with the TPB
OfficeUnit 6, 5 Love Street, Black Rock
Call Belucci0458 686 463
Tax returnsBusiness structuresBookkeepingDivision 7AATO debtTrustsForensic accountingBudgeting
What we do
Complex accounting, explained in plain English
Our forte is tax law, tax compliance and setting up business structures that suit how you actually work.
Division 7A and directors' loans
We check loans between you and your company so they do not turn into a tax bill.
Contractors and PSI
Personal services income rules for subcontractors, sorted before the ATO asks.
Business and trust structures
We restructure your business or trustee activities to lower tax and set up income distribution.
Budgets you can run
A full budget on our template, so you and we see your whole position at once.
Building your assets
We help you channel income towards deductible, growing assets such as property.
All your bookkeeping
We keep the books for you, then prepare and lodge your returns from them.
A chart of accounts that fits
Every line of your profit and loss set up around what your business really does.
Home office deductions
We map your home office use for business or PAYG work under the ATO rulings.
Outstanding ATO debt
We work to resolve what you owe the ATO and put a plan in place.
Past tax concerns
Worried about earlier years? Tell us everything and we will look at it in confidence.
Forensic accounting
Careful work through complex or messy records to find what really happened.
How we work
Our mandate in three words
Manage, maintain, monitor. That is our mandate, and here is what it means for you.
Step one
Manage
We start with an assessment.
- We check your tax compliance, deductions and your position with the ATO.
- We look at your debts, your budget and your goals.
- If it suits us both, you start as a casual client.
Step two
Maintain
We set it up properly.
- We restructure your business and trust activities where it helps.
- Outstanding ATO debts are dealt with.
- Bookkeeping and lodgements run on time.
Step three
Monitor
We keep you across it.
- A Client Running Agenda shows where every job is up to.
- We tell you about ATO rulings and changes that affect you.
- A retainer when it makes sense, not before.
First meeting
Book a first meeting or call
Pick a time that suits you. We will call or text to confirm it.
Request sent.
We will call or text you to confirm your time.
About us
We treat each client as if they were our only client.
Our values: honesty, integrity and compliance.
Local
Your accountant on the bay
We work from Love Street, Black Rock, close to the beach.
Common questions
What does the first assessment cover?
Your tax compliance and deductions, Division 7A and PSI issues, your relationship with the ATO, your debts and tax owed, your budget, your risk profile and your goals. We ask for a full picture of your finances, including any past tax concerns.
Do I have to sign up to a retainer?
No. If the assessment shows we can help, you start as a casual client. A retainer comes later, and only if it suits what you need.
Can you help if I am behind with the ATO?
Yes. Resolving outstanding ATO debts is part of what we do. Tell us the whole story at the first meeting and we will work out the next step with you.
What should I bring to the first meeting?
Your last tax returns, any ATO letters and a rough idea of what comes in and goes out each month. If you are unsure, bring what you have and we will tell you what else we need.
Another question? Ask us
Send us a note and we will get back to you. For a meeting, book a time.
Thanks, we have your details.
We will reply by phone or email.