The business scene in Oakleigh, a busy Melbourne suburb, is just as diversified as the people who live there. It can be hard for both businesses and individuals to understand the complex rules of accounting and taxation. A good accountant or tax adviser is more than just someone who does numbers. They are an important part of your financial journey. But there are so many choices —how do you pick the advisor whose goals and preferences are most similar to yours?
This is where our complete help comes in. We did extensive research and compiled a list of the 10 best accountants and tax advisors in Oakleigh. These people stand out for their knowledge, customer service, and innovative approaches. Not only are these people good with numbers, but they are also strategic thinkers who can turn financial data into actionable ideas.
EWM Accountants And Business Advisors
EWM Accountants specialises in providing targeted tax advice to alleviate tax-related challenges for both private individuals and businesses. They are committed to recognising the individual tax needs of each client, offering bespoke tax strategies that prioritise flexibility, economic value, and proactive tax planning to improve cash flow and cater to specific situations.
Their objective is to guide clients in reducing their tax burden, elevating their lifestyle, and employing tax strategies to bolster wealth and open new investment avenues.
Services Offered:
- Advisory on Personal and Corporate Income Tax
- Custom Salary Packaging Solutions
- Payroll Tax Services
- Advice on Capital Gains Tax Implications
- GST Compliance and Strategy
- Taxation Risk Management
- Comprehensive Tax Planning
- Tax-Efficient Structuring
- Fringe Benefits Tax Consultation and Compliance Management
Phone: 03 9568 5444
Email: info@ewmaccountants.com.au
Website: https://www.ewmaccountants.com.au/
Bookkept
Based in Melbourne, Bookkept is an accounting practice that excels at delivering bookkeeping and accounting expertise to small and medium businesses. Their team, comprised of CPA-accredited accountants and advisors, specialises in managing ATO concerns, providing Xero payroll services, and fortifying businesses with the systems needed to scale revenue.
Bookkept prides itself on its bespoke approach, acknowledging each enterprise's unique circumstances and challenges. Far from processing financial data, they aspire to contribute to their clients' prosperity by providing strategic counsel and effective cloud-based accounting solutions, leveraging tools such as Xero and MYOB.
Services Offered:
- Tax and Corporate Accounting Services: Focused on delivering punctual and precise financial reporting, with an emphasis on maintaining orderly books for client reassurance.
- Individual Tax Returns: Skilled in personal and business tax nuances, dedicated to maximising legitimate tax deductions.
- Bookkeeping and BAS Services: Proficient with Xero and MYOB, offering training or complete bookkeeping packages, covering payroll and BAS obligations.
- Cloud-Based Accounting: Specialisation in cloud accounting software, ensuring lucid insights into cash flow and facilitating effortless business accounting.
Phone: (03) 8568 3606
Email: info@bookkept.com.au
Website: https://www.bookkept.com.au/
Tax Window
Tax Window, headquartered in Melbourne, is acclaimed as an elite tax counsel firm, fervently helping businesses and individuals chart their financial trajectories. Their ensemble, fortified by tax savants, unfurls a medley of bespoke accounting and tax strategies, each fine-tuned to address the singular challenges of their clientele.
They champion a comprehensive grasp of every client's narrative, ensuring a seamless advisory experience. By committing to providing top-tier accountants for all, Tax Window epitomises finesse in tax orchestration. Their doctrine is steeped in forthrightness, bypassing the use of international communication hubs or fledgling accountants, thus bestowing undivided, tailor-made support.
Services Offered:
- Tailored SME Accounting
- Tax Liaison
- Corporate Guidance
- SMSF Acumen
- Investment Trajectory Design
- Property Tax Insights
Phone: 03 9999 8538
Email: info@taxwindow.com.au
Website: https://www.taxwindow.com.au/
Tax Store
Tax Store Oakleigh is a new breed of accountants, offering simple, smart financial services solutions tailored for small businesses.
They emphasise their expertise in taxation and accounting, helping clients maximise tax refunds and grow their businesses with the support of qualified accountants. The firm is committed to providing clients with technical, professional, industry, and ethical guidance.
Services Offered:
- Mobile Tax Services: Bringing tax solutions directly to clients, wherever they are.
- Maximising Tax Refunds: Utilising expert knowledge to unlock unique opportunities for clients to maximise their tax refunds.
- Qualified Accountant Team: A team dedicated to driving opportunities and providing sustainable solutions for business growth.
- Business Growth Solutions: Offering a comprehensive team of experts to support and grow the client's business.
Phone: 03 8524 6178
Email: Oakleigh@Taxstore.Com.Au
Website: https://taxstoreoakleigh.com.au/
Aussizz Tax Accountant
Aussizz Tax Accountant is a Melbourne-based tax consulting firm that offers a wide range of services to handle taxation affairs and support business growth.
They are committed to forming close partnerships with clients, understanding their unique situations, and providing customised advice. Their services cater to individuals and businesses, ensuring compliance with Australian taxation obligations and helping clients manage their financial responsibilities effectively.
Services Offered:
- Individual Tax Returns
- Tax Return with ABN Income
- Business Tax Services
- Activity Statements
- Bookkeeping, Payroll & Liaising Services
- Self-managed superannuation Fund (SMSF) Returns
Phone: 0390754967
Email: info@aussizztaxaccountant.com.au
Website: https://aussizztaxaccountant.com.au/
Halifax Accountants & Tax Agents
Halifax Accountants & Tax Agents is a professional accounting firm based in Oakleigh South, VIC, Australia. They take pride in their close relationships with clients and offer a comprehensive package of services tailored to meet various financial and taxation needs.
The firm specialises in superannuation, accounting, and taxation services, ensuring compliance and offering strategic advice for financial management and business planning. Halifax is dedicated to providing expert advice and service, focusing on delivering quality solutions and upholding professional excellence.
Services Offered:
- Superannuation: Services for self-managed superannuation funds, including establishment, compliance, administration, and account preparation.
- Accounting: Preparation of periodic and annual accounts, financial management advice, business planning, budgeting, cash flow analysis, payroll services, and computer accounting.
- Taxation: General tax advice, tax planning, audits, payroll taxes & work cover, GST & PAYG, Capital Gains Tax, Fringe Benefits Tax, superannuation compliance, and preparation of individual and company tax returns.
Phone: 1300 368 720
Email: contact@halifaxaccountants.com.au
Website: https://www.halifaxaccountants.com.au/
Craig Allen & Associates
Craig Allen & Associates, led by registered tax accountant and business advisor Craig Allen, is a Melbourne-based firm assisting clients with their financial and business goals for over 30 years. The firm is known for its personalised approach, ensuring that each client's unique needs are met with the utmost flexibility and professionalism.
They specialise in various industries, including medical, legal, building & construction, manufacturing, entertainment, and retail. They are committed to improving their clients' profitability, providing stable financial platforms, and offering expert tax planning strategies.
Services Offered:
- Accounting & Bookkeeping: Accurate record-keeping and Xero accounting services for efficiency and data security.
- Tax Services: Preparing business or personal income tax returns, tax-planning strategies, and advice on improving tax results.
- ASIC Compliance: Management of business structures, business name renewal, and preparation of company annual statements.
- Self-Managed Super Fund (SMSF): Processed financial statements and ensured compliance with current laws.
- Financial Planning: Working with financial planners to fine-tune strategies for individual financial goals.
Phone: (03) 9558 7316
Email: web@craigallen.com.au
Website: https://www.craigallen.com.au/
Mint Financial Solutions
Mint Financial Solutions is a multifaceted financial services firm in Oakleigh East, Melbourne, dedicated to providing a one-stop financial solution for businesses, families, and individuals. They pride themselves on delivering services with excellence, backed by a team of experienced, accredited, and registered advisors. The firm offers a broad spectrum of financial services ranging from financial planning and accounting to lending and real estate services.
Their mission is to secure clients' futures without compromising their present, guiding them towards achieving their financial goals, whether paying off debt, buying a house, investing, starting a family, or planning for a dream retirement.
Services Offered:
- Financial Advisory: Independent licensed financial advisors and investment specialists.
- Accounting: Taxation advice and practical solutions for all taxation matters.
- Finance & Lending: Personal and business finance services, including loans.
- Taxation Planning: Comprehensive tax planning to navigate the complexities of finances.
- Business Consulting: Expert consulting for small to medium businesses.
- Bookkeeping: Professional bookkeeping services with MYOB, Xero, and Reckon.
- SMSF: Accounting, tax, and compliance services for self-managed super funds.
- Investments: Strategies for growing investments safely.
- Superannuation: Advice on choosing funds, making contributions, and investment mix.
- Retirement Planning: Planning for a financially secure retirement.
- Personal & Business Insurance: Insurance cover to protect families or businesses.
Phone: 1300 431 653
Email: enquiries@mintfinancialsolutions.com.au
Website: https://mintfinancialsolutions.com.au/
Uplift Accounting
Uplift Accounting is a Melbourne-based accounting firm that offers a comprehensive suite of services to support businesses and individuals in managing their financial affairs. The firm is dedicated to transforming clients' businesses by uplifting their bottom line through a range of accounting and tax services.
They focus on providing expert advice and solutions tailored to their clients' unique needs, ensuring they receive the best possible support for their financial and tax-related matters.
Services Offered:
- Industry Expertise
- Accounting & Tax Services
- Business Structure Setup
- Compliance and Advisory Services
- Bookkeeping and Payroll Management
- Software Integration
Phone: 03 8510 7527
Email: hello@upliftaccounting.com.au
Website: https://www.upliftaccounting.com.au/
Unicorn Taxation & Accounting
Unicorn Taxation & Accounting is a Melbourne-based chartered accounting firm established in 2017, providing taxation, accounting and advisory services across Victoria and Australia. They cater to individuals, businesses, trusts, partnerships, charities and self-managed superannuation funds (SMSFs). Their approach emphasises integrity, simplicity and continuous learning, positioning them as a growth partner rather than a purely compliance service.
They offer a broad range of services, including audit & assurance, business income tax returns, tax planning, BAS/GST lodgements and financial reporting. Their team emphasises modern accounting methods and tailored tax-efficient structures for diverse clients.
Services Offered:
- Individual tax returns & tax-planning
- Business income tax returns for companies, trusts, and partnerships
- Audit, advisory & assurance services
- BAS/GST preparation & lodgement
- Financial statements & business reporting
- SMSF and charity accounting support
Phone: 03 9548 9390
Email: mailto:uca.australia@gmail.com
Website: https://www.unicornca.com.au/
When seeking an accountant or tax advisor in Melbourne, it's important to look for qualifications such as CPA (Certified Practising Accountant) or CA (Chartered Accountant) status. Additionally, a degree in finance or accounting and registration with the Tax Practitioners Board (TPB) in Australia are indicators of a qualified professional.
The right accountant or tax advisor should have a proven track record with clients similar to you or your business. They should offer a consultation to discuss your needs and how they can meet them. Look for communicative professionals who are transparent about their fees and proactive in their approach to your financial health.
Fees for accounting or tax advisory services in Melbourne can vary widely based on the complexity of your financial situation, the services you require, and the expertise of the professional. Some may charge an hourly rate, while others offer fixed fees for certain services.
Using a local Melbourne accountant or tax advisor can be beneficial due to their understanding of local and state tax laws, as well as their accessibility to face-to-face meetings. They may also have a network of local contacts that can be advantageous for business clients.
Accountants and tax advisors can assist with tax audits by ensuring that all financial statements and tax filings are in order, representing you in discussions with the Australian Taxation Office (ATO), and providing advice on addressing any discrepancies or issues that the audit may uncover.
