Tax Returns & Planning
Lodged on time, optimised every time. Our CPAs dig into your situation to find every legitimate deduction — and help you plan ahead so you're not surprised come tax time.
Lodged On Time. Optimised Every Time.
Tax returns shouldn't be stressful. Whether you're an employee with multiple income sources, a small business owner, or an investor with property and shares — we handle every scenario with accuracy and care.
Julia Mai and Tan Nguyen are both CPA-registered accountants with deep expertise in Australian tax law. They don't just lodge your return — they look for deductions you might have missed and check whether your current structure is costing you money.
We also handle overdue returns without judgment. If you've fallen behind, we'll catch you up, communicate with the ATO on your behalf, and get you back on track.
What We Handle
From simple individual returns to complex business and trust structures — we cover the full range.
Individual Tax Returns
Salaried, part-time, or multiple jobs. Work-related deductions, working from home, vehicle use — we find what you're entitled to.
Business & Company Returns
Sole trader, partnership, company, or trust. We prepare and lodge your business return with full deduction review and ATO compliance.
Trust & SMSF Returns
Discretionary and unit trust returns, SMSF annual returns and audit coordination. Handled by CPAs with specialist trust experience.
BAS Preparation & Lodgement
Quarterly or monthly BAS prepared accurately and lodged on time. GST, PAYG withholding, and PAYG instalment all managed.
Tax Planning & Strategy
Year-round tax planning advice — not just at year-end. Structure decisions, timing of income and expenses, and strategies to reduce future tax liability.
Overdue & Amended Returns
Years behind? We specialise in catching up overdue lodgements, communicating with the ATO, and avoiding or reducing penalties.
Capital Gains Tax (CGT)
Property sales, share disposals, business asset sales. We calculate CGT correctly, apply concessions, and advise on timing to minimise your liability.
Investment Income
Shares, dividends, managed funds, crypto — we handle investment income correctly and ensure franking credits and foreign income are applied properly.
Rental Property Tax
Depreciation schedules, interest, repairs, property management fees. We maximise your investment property deductions — including travel and home office claims.
How It Works
Getting your tax done with us is straightforward — we handle the complexity.
Gather Your Documents
Collect your income summaries, deduction receipts, and investment records. We send you a simple checklist upfront — no guesswork.
We Review & Optimise
Our CPAs go through your situation in detail, checking for all available deductions and ensuring your return is correctly structured.
Pre-Lodge Review Call
For complex returns, we walk you through the numbers before lodgement — no surprises, full transparency.
Lodged & Reported
We lodge directly with the ATO and send you a full summary. Refunds land in 2–3 weeks for most clients.
Who We Work With
We handle tax for individuals, businesses, investors, and families across Australia — including Vietnamese-speaking clients.
Salaried Employees
Single or multiple jobs, working from home, vehicle use, education expenses. We find deductions most people miss.
Small Business Owners
Sole traders to companies. Full business return including deductions, super, business asset write-offs, and BAS.
Property & Share Investors
Rental property, shares, crypto, and managed funds. CGT calculations, depreciation schedules, and franking credits sorted.
Vietnamese-Speaking Clients
Julia and Tan are both fluent in Vietnamese. We serve Vietnamese-Australian community in their preferred language — no language barrier.
Chúng tôi phục vụ tiếng Việt
Julia và Tan đều nói tiếng Việt thành thạo. Chúng tôi phục vụ cộng đồng người Việt ở Úc.
Fast, reliable, and professional service. Done properly — with your best outcome in mind every time.
— Minh T., Small Business Owner, Footscray
Related Services
Bookkeeping & Financial Control
Accurate books all year means tax time is seamless. We reconcile, process payroll, and lodge BAS so year-end is never a scramble.
Learn more →Business Advisory
The right tax structure is just the start. Our advisory service turns your financial data into a growth strategy.
Learn more →Stop Overpaying. Start Planning.
Book a free consultation and find out exactly where you stand. Most clients find deductions they didn't know they had.