Business Details
12 Years
experience
Emergency
services
Comprehensive Accounting & Tax Solutions in Sydney
We are a small family-owned boutique firm dedicated to providing personalized accounting and taxation services tailored to individual and business needs. Our team offers flexible support through onsite visits or phone consultations, including after-hours assistance when required. We prioritise building strong client relationships by delivering practical solutions that enhance business performance and long-term success. With expertise in tax compliance, financial reporting, and corporate secretarial services, we act as a one-stop shop for all accounting needs.Our competitive pricing and adaptable invoicing options ensure accessibility for clients, while our network of legal, finance, and insurance contacts provides additional value. As a small firm, we ensure timely communication of tax updates and software enhancements directly to clients. When you contact us, you speak directly with the professional managing your case, eliminating intermediaries.
Services
Income Tax Returns
BAS/GST
Fringe Benefits Tax
ATO Registration
Financial Statements
Entity Setup
Details
- Year established: 2014
Highlights and features
- We provide direct access to experienced tax professionals without call centres.
- Our team offers tailored tax strategies for individuals and SMEs.
- We ensure compliance with accurate financial reporting and statutory obligations.
- We deliver after-hours support for urgent client needs.
- Our one-stop shop approach covers accounting, tax, and corporate secretarial services.
Associations and certifications
- CPA Australia
Services
Income Tax Returns
We prepare accurate income tax returns to ensure compliance and maximise deductions. Our service includes reviewing financial records, identifying eligible claims, and submitting returns promptly. Clients benefit from reduced tax liabilities and peace of mind knowing their filings meet ATO requirements.
BAS/GST
Our BAS/GST service ensures timely and error-free submissions to maintain ATO compliance. We calculate tax obligations, prepare statements, and manage deadlines to prevent penalties. Businesses gain streamlined cash flow management and confidence in meeting regulatory standards.
Fringe Benefits Tax
We handle FBT return preparation to address employer-provided benefits taxation. Our process includes assessing benefit values, calculating liabilities, and ensuring lodgement accuracy. Clients avoid penalties while maintaining transparent compliance with complex FBT regulations.
ATO Registration
We facilitate ATO registrations for ABNs, TFNs, and GST. This service ensures businesses meet legal requirements from inception. Clients receive guidance on obligations and deadlines, enabling seamless integration into tax frameworks without administrative delays.
Entity Setup
We advise on and establish Pty Ltd companies, trusts, and partnerships. Our support includes structuring recommendations, documentation, and compliance setup. Clients gain tailored frameworks optimised for tax efficiency and operational scalability aligned with long-term goals.
People
Tina Lewis
Director
Registered Tax Agent with over 30 years of experience in accounting firms including Arthur Andersen and FW Cuzens. Founded Books Ledgers & Tax in 2014 to provide continuity of service to clients.
Delys Sherry
CPA
CPA member with 25 years of public sector experience in SME financial management. Specialises in delivering accurate accounting solutions and compliance support tailored to client needs.
Questions
What accounting services do you offer for small businesses?
We provide tax returns, BAS/GST compliance, FBT returns, entity setup, financial statements, and corporate secretarial services tailored to SME needs.
Do you handle self-managed superannuation funds (SMSFs)?
Yes, we offer SMSF tax compliance, auditing coordination, and strategic advice to ensure regulatory adherence and long-term fund viability.
Are you available outside regular business hours?
Yes, we provide after-hours assistance for urgent client matters to ensure timely support when needed.
What certifications do your team hold?
Our team includes a Registered Tax Agent and CPA Australia members, ensuring expertise in tax and accounting standards.
How do you ensure compliance with tax regulations?
We maintain compliance through accurate record-keeping, timely submissions, and proactive updates on legislative changes affecting clients.
