Maitland Personal Tax

Our Services

At our boutique firm, a team of chartered accounting professionals is driven by a profound passion for empowering businesses to reach their utmost potential by optimizing growth and minimizing tax burdens.

Our distinguished reputation is built on consistently delivering top-notch advice, fostering enduring relationships, and embracing an innovative and unconventional approach to problem-solving. With a dedicated commitment to our clients’ success, we offer a comprehensive range of accounting and taxation services, enabling them to accomplish their financial, business, and personal aspirations. At every step of the way, we strive to provide excellence, support, and guidance, ensuring our clients’ journey towards success is smooth and rewarding.

Professional Services

  • Business growth advice and strategies
  • Tax minimisation strategies and advice
  • Financial reporting (profit and loss and balance sheet)
  • Interim and management reporting
  • Preparation of budgeting and cashflow Forecasts
  • Business Structuring and establishment (start-up & restructure – company, trust, superannuation funds)
  • Benchmarking
  • Business valuations
  • Audit – (small and medium business)
  • Management advice
  • Accounting software advice
  • ASIC compliance and lodgement requirements
  • MYOB, Quickbooks and Xero experts

Tax and Audit

  • Taxation – all entities (companies, trusts, superannuation funds, personal ITR’s)
  • Taxation (business and personal)
  • Rental Property – (negative gearing)
  • GST Advice (BAS & GST advice)
  • Tax planning
  • Tax effective structuring
  • Employee share scheme advice
  • Living away from home allowance advice
  • Superannuation – DIY self managed funds (account, tax & audit)

Extra Services

  • Tax effective structuring
  • Succession planning
  • Business and strategic planning