Everything from your annual return to running the whole back office
We group our services into six clear areas. Whether you need a one-off return or an accountant in your corner all year, you’ll find a starting point below — and we’ll tailor the detail to your circumstances.
The problem it solves: Personal returns that miss deductions, or investment properties and capital gains that get handled without a real plan.
Suitable for: employees, professionals, sole-income households, and property investors.
What’s included
Individual tax returns
Rental property schedules
Capital gains calculations
Work-related deductions
What you can expect
A correct, on-time return that claims everything you’re entitled to — plus a clear note of anything worth doing differently next year.
Sole trader, company & trust tax
The problem it solves: Business returns that are late, inconsistent, or prepared without understanding how the structure affects your tax.
Suitable for: sole traders, partnerships, companies, and family trusts.
What’s included
Company tax returns
Trust & partnership returns
Financial statements
Director & distribution advice
What you can expect
Compliant returns and financials, plus clarity on how your structure is working and whether it still suits you.
BAS, GST & bookkeeping
The problem it solves: Messy records, missed BAS deadlines, and GST that’s never quite reconciled.
Suitable for: GST-registered businesses and anyone behind on bookkeeping.
What’s included
BAS & GST lodgement
Ongoing bookkeeping
Bank reconciliations
Management reporting
What you can expect
Books that are current and accurate, BAS lodged on time, and numbers you can rely on through the year.
Business setup & structuring
The problem it solves: Starting out in the wrong structure, or registering for the wrong things — mistakes that are costly to unwind later.
Suitable for: new ventures, startups, and businesses changing structure.
What’s included
ABN, TFN & GST registration
Structure selection advice
Company & trust setup support
Payroll & super setup
What you can expect
A clean, correctly registered setup and a structure chosen for your goals — explained so you understand the trade-offs.
Tax planning & advisory
The problem it solves: Tax decisions made too late, and big choices made without anyone to talk them through.
Suitable for: business owners and investors planning ahead.
What’s included
Pre-year-end planning
Tax estimates & provisioning
Decision support sessions
Risk & control review
What you can expect
Fewer surprises, legitimate strategies to manage tax, and a sounding board when decisions matter.
Reporting, cash flow & performance
The problem it solves: Reports that don’t answer real questions, and no visibility over cash until it’s tight.
Suitable for: growing businesses that want to make better decisions.
What’s included
Management reports
Cash-flow forecasting
KPI dashboards
Cloud accounting setup
What you can expect
A clear picture of performance and cash, refreshed regularly, so decisions are based on facts not guesswork.
Service questions
Before you get in touch
Are you a registered tax agent?
Yes. TaxPoint Advisory provides tax agent services under The Accounting Academy Services Pty Ltd, a registered tax agent (No. 26233096). Your returns are prepared and lodged under proper registration and professional supervision.
How much do you charge?
Fixed fees, quoted upfront — no surprises. After a free initial chat, we give you a clear fixed quote for the work you need, so you always know the cost before anything starts.
When is my tax return due?
If you lodge yourself, the deadline is usually 31 October. Once you’re on our client list as a registered tax agent, you’ll generally qualify for a later lodgement date — often into the following May — provided your earlier returns are up to date. Deadlines depend on your circumstances, so check with us about your specific situation.
Can everything be done online?
Yes. We’re based in Point Cook and work with clients across Australia entirely online — documents, signatures, and consultations by phone or video. You’re also welcome to meet in person in Melbourne if you’d prefer.
I haven’t lodged for a few years. Can you help?
Absolutely. We regularly help people bring several years of overdue returns back up to date, deal with the ATO, and put a system in place so it doesn’t happen again. The sooner you start, the more options you usually have.
What can I claim as deductions?
It depends on your work and situation — but common claims include work-related expenses, and for investors, rental property costs, interest, and depreciation. We review your circumstances so you claim everything you’re entitled to, correctly and with the right records to back it up.
Do you work with property investors?
Yes — it’s one of our core areas, and as a property investor myself, I understand these questions first-hand. We handle rental schedules, capital gains, gearing, and structuring advice so your portfolio works tax-effectively year to year.
Do you offer bookkeeping and BAS for small businesses?
Yes. We take care of BAS, GST, and bookkeeping, and can set up cloud accounting so your records stay clean and lodgements stay on time — plus management reporting so you can see how the business is really tracking.
How do I switch from my current accountant?
Start with a free, no-obligation chat. If you’re switching, we handle the handover with your previous agent and manage the paperwork — it’s usually straightforward and there’s no awkward conversation for you to have.
Not sure which service you need?
Tell us a bit about your situation and we’ll point you to the right starting point — free, and with no obligation.