Professional Accounting, Tax & SMSF Services
Accounting & Tax Planning
TaxBox Accountants delivers structured accounting, tax, and compliance solutions that reduce risk and improve financial clarity.
We work with clients year-round, providing practical support and reliable systems tailored to personal, business, and family needs.
Being equipped with in-depth tax knowledge allows us to identify opportunities, risks, and challenges within your business, providing valuable advice and strategic direction.
Our taxation services include:
– Monthly, quarterly, and annual Business Activity Statements (BAS)
– Monthly Instalment Activity Statements (IAS)
– Preparation of year-end financial statements for companies, trusts, partnerships, and sole traders
– Lodgement of income tax returns for companies, trusts, partnerships, and sole traders
– Fringe Benefits Tax (FBT) calculations and returns
– Capital Gains Tax (CGT) calculations and advice
– Small business concessions calculations and guidance
– Specialist advice for unique or one-off tax matters
Our services are tailored to your individual or business needs. Contact us for a personalised quote
Business Consulting & Strategy
Being equipped with the right knowledge allows us to analyse problems, risks, and opportunities within your business, providing valuable advice and strategic direction. Our services include:
Planning and Strategy Sessions
– One-on-one sessions with our business advisors to gain clarity around your numbers and goals
– Understand what your business needs to achieve desired outcomes
– Follow-up support through ongoing accountability meetings
Performance, Accountability, and Reporting
– Quarterly Accountability Meetings
– Hour of Power Monthly Advisory Sessions
– Monthly/Quarterly Management Reporting
– Board Meetings and other tailored reporting services
– Provides independent insights on performance and guidance for improvement
Cashflow Forecasting and Budgeting
– Clear visibility of where your money belongs and when
– Helps scale your business, make informed decisions, and maintain positive cashflow
– Provides direction and planning for business growth
Tax Planning & Strategy Sessions
– Estimate taxable income and tax payable for the current financial year
– Implement strategies to reduce tax liability before 30 June
– Offers peace of mind and identifies tax minimisation opportunities
Business Structure & Establishment
– Guidance on the most effective structure for your personal and business circumstances
– Advice on tax minimisation, asset protection, and taxation obligations
– Establishes a solid foundation for long-term business success
Business Restructuring
– Support for established businesses considering restructuring
– Focus on asset protection, limited liability, tax effectiveness, and succession planning
– Tailored advice to optimise your business structure
Self-Managed Super (SMSF)
We assist you in navigating the intricacies of Self-Managed Superannuation Funds (SMSFs) by providing specialized tax and accounting services to ensure adherence to ATO regulations. Although we do not offer SMSF advice, our team is here to help you manage your fund efficiently so that you can reach your retirement objectives.
Why do you need us to handle your SMSF?
It is an ATO requirement that an audited SMSF return is lodged each year.
An annual return is an important document that covers the tax return, financial statements, auditors report and member contribution reporting.
ATO compliance is imperative when managing your own super fund. The ATO have the power to change the status of your fund to ‘Regulation Details Removed’ when your annual reporting is lodged late. This means that the SMSF is unable to receive super guarantee payments from employers, or rollovers from other funds. The ATO can also issue failure to lodge and administration penalties for non-lodgement compliance.
This is where TaxBox Accountants can provide the most value for your SMSF management! We will work with you to ensure your lodgements are kept up to date each year, helping you remain compliant and operate your fund effectively.
Bookkeeping & Payroll Services
We provide reliable bookkeeping and payroll services to help your business run smoothly and stay compliant with tax regulations. We handle everything from accurate financial record-keeping to managing employee pay and benefits, saving you time and reducing costly errors. Let us take care of the details so you can focus on growing your business with confidence.
Our bookkeeping services are tailored to your business needs and provided on monthly fixed fee packages. Services include
– Bank reconciliations – ensures all transactions are recorded accurately
– Debtor recording – schedule of all monies owed to the business
– Creditor recording – schedule of all monies the business owes
– Payroll processing – processing payroll and reconciliation
– Superannuation processing – ensures staff superannuation guarantee obligations are processed and recorded on time
– Monthly or quarterly financial reports – summarising monthly and year to date positions for easy decision making
– Phone and email support packages – we’re here to answer all your questions whenever you have them
