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Accounting & Taxation

At Taxwise Partners, we believe in providing straightforward and stress-free accounting services to our clients. Our team of experts is dedicated to understanding your needs and helping you achieve your goals through cutting-edge accounting, taxation, and financial solutions.

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We understand that income tax returns can be complex. Our team will work closely with you to identify tax deductions and expense claims that you may be eligible for, helping you minimize your tax payable and potentially increase your tax refund. We ensure that your tax return is accurately prepared and lodged on time.

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We prioritize fiscal compliance and ensure that your business meets all tax obligations. Our team stays up-to-date with the latest tax laws and regulations, providing you with peace of mind knowing that your business is compliant.

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We offer additional input and support to help you manage all aspects of your business and personal situations. Our expertise includes:

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  • Personal & Business Tax Returns: We prepare and lodge both personal and business tax returns, ensuring accuracy and compliance.

  • Annual Reporting: We assist with the preparation of annual financial reports, helping you gain insights into your business's financial performance.

  • Business and Tax Advisory Services: Our team provides valuable advice and guidance on various business and tax-related matters, helping you make informed decisions.

  • Management of ATO Correspondence: We handle all correspondence with the Australian Taxation Office (ATO) on your behalf, ensuring timely and efficient resolution of any queries or issues.

  • Self-Managed Superannuation Funds: We offer comprehensive services for managing self-managed superannuation funds, providing compliance assistance and strategic advice.

  • Investment Properties - Tax and Negative Gearing: Our team can help you navigate the complexities of tax and negative gearing related to investment properties, optimizing your tax benefits.

  • HELP (Higher Education Loans) Debts: We provide guidance on managing and understanding HELP debts, ensuring compliance with repayment obligations.

  • Superannuation: We assist with managing and optimizing your superannuation, helping you plan for a secure retirement.

  • Estate Returns and Financial Statements: We prepare estate returns and financial statements, ensuring compliance with legal requirements.

  • Business Valuations: Our team can help you determine the value of your business for various purposes, such as mergers and acquisitions or succession planning.

  • Interim Management Accounts and Reporting: We provide timely and accurate interim management accounts and reporting, giving you valuable insights into your business's financial performance.

  • Testamentary Trusts: We offer expertise in setting up and managing testamentary trusts, providing estate planning and asset protection solutions.

OUR VISION

WHY CHOOSE US

We understand that the complex nature of the laws can be overwhelming and confusing for individuals and businesses!

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Our team at Taxwise Partners is dedicated to assisting our clients in navigating through the maze of accounting & compliance requirements. We provide personalized guidance and support to help you understand and comply with the relevant laws and regulations. Whether you need assistance with preparing a simple individual tax return or dealing with the legal complexities of owning and operating a self-managed superannuation fund, we are here to help.

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At Taxwise Partners, we prioritize our clients' needs and strive to deliver tailored solutions that are appropriate and suitable for their specific circumstances. Our experienced team with over 20 years' experience is committed to providing practical and effective accounting services to help our clients achieve their financial goals.

CPA

Taxwise Partners Pty Ltd is a CPA Practice.

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Liability limited by a scheme approved under Professional Standards Legislation.

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Copyright © 2024 Taxwise Partners Pty Ltd. All rights reserved.

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