Tax and accounting
Personal and business tax, bookkeeping, BAS and payroll, handled by registered tax agents who also see your wider financial picture. Your tax return, structure, super and loans are planned together, not in separate silos.
What we cover
Salary and wages, rental properties, shares, capital gains and foreign income, with planning before 30 June rather than surprises after it.
Annual financial statements and tax returns for companies, trusts, partnerships and sole traders, with year-end tax planning.
Xero and MYOB set-up, bank reconciliations and regular bookkeeping, so your numbers are ready when you need them.
GST registration, BAS and IAS preparation and lodgement, and a check that what you lodge matches your books.
Single Touch Payroll, superannuation guarantee and payroll tax, set up correctly and kept on schedule.
Accounts and tax returns for family trusts, companies and self-managed super funds, and a check that your structure still fits.
Is this for you
How it works
Tell us what you need. We listen, ask questions and tell you honestly whether we are a good fit.
Scope and fees confirmed in writing. Nothing starts until you sign.
We connect to your software, collect your records and set up your calendar of due dates.
Lodgements on time, regular check-ins and planning before the year ends.
Financial statements and a tax return are the minimum. Our job is to make sure the numbers are right, the structure still suits you, and nothing catches you out next year.
Your one point of contact for the whole year, from the records request to the results meeting.
Prepares the financial statements, tax return and a full working paper file for every balance.
Our tax managers bring more than 10 years' experience and Big 4 or top-10 firm backgrounds. One reviews every file before it reaches you.
Reviews structure, profit extraction and the owners’ personal wealth, so business and family plans line up.
We agree the scope, set your calendar of due dates and send one tailored records checklist.
Before year-end we review your results so far and flag decisions that must be made by 30 June, such as trust distribution resolutions, director loans and asset purchases.
We reconcile every bank, loan and GST account, prepare the financial statements and tax return, and build a working paper that supports every balance.
Anything missing or unclear comes to you in one consolidated list. We can talk it through by phone or in person.
A senior tax manager reviews the file, including Division 7A loans, related-party transactions and anything unusual year on year.
We look beyond compliance: is the structure still right, how should profits come out, and what does it mean for the owners’ personal wealth?
We walk you through your results, tax payable and key changes in plain English, then you sign and we lodge.
We check the ATO assessment, set up PAYG instalments and remind you of your next deadlines.
A BAS is only as good as the bookkeeping behind it. We reconcile first, check the GST coding, and only then lodge, so the year-end accounts hold no surprises.
Keeps your calendar, reminds you before each due date and answers your questions.
Reconciles your accounts, checks GST coding and prepares the BAS with a reconciliation working paper.
Compares the BAS with previous quarters and your payroll records before it goes to you.
Approve the figures before anything is lodged. Nothing goes to the ATO without your sign-off.
Before each quarter ends we remind you what we need and when, based on your calendar of due dates.
We reconcile every bank and credit card account in Xero or MYOB, and check that payroll and super match your Single Touch Payroll records.
We review GST coding on income and expenses, including private use, capital purchases and GST-free items.
Your tax manager compares the BAS with previous quarters and asks you about anything unusual before it reaches you.
You receive the BAS with the amount payable or refundable and the due date. Once you approve it, we lodge it.
We tell you what to set aside for the next quarter and flag anything worth changing, such as PAYG instalment rates.
Clean books make BAS, tax and decisions easy. We reconcile and review, so the numbers you look at are numbers you can rely on.
Your contact for questions, approvals and anything urgent.
Codes and reconciles every transaction, and processes your pay runs.
Compares the figures with previous periods before each BAS goes to you.
Approve pay runs and answer one list of questions.
We review your file, tidy the chart of accounts and bank feeds, and set up payroll correctly from day one.
Every bank and card transaction is coded and reconciled in Xero or MYOB.
Anything unclear comes to you in one list, not a drip-feed.
We process each pay run, report it through Single Touch Payroll and make sure super is paid on time.
Before each BAS, the figures are compared with previous periods and anything unusual is followed up.
Most people put off changing accountants because it feels awkward. It doesn't need to be. We do the heavy lifting.
You receive a written proposal with the scope and fees. Nothing starts until you agree.
With your permission, we ask them for last year's files and working papers. No awkward conversation for you.
We link you to our tax agent account and your Xero or MYOB file, and guide you through any step only you can do.
We check your ATO records for outstanding lodgements and balances, so we start with the full picture.
Keep exploring
Book a first meeting with our team at our Chatswood office or online, in English or Mandarin. Or call us on 1300 913 929.
Tax and accounting services are provided by Everglow Accounting Pty Ltd and Kam & Beadman Pty Ltd, registered tax agents. Liability limited by a scheme approved under Professional Standards Legislation. General information only. It does not take into account your objectives, financial situation or needs.
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