Business Details
20 Years
experience
Trusted Accountants in Bunbury for Personalized Tax Services
South West Tax Accountants was established to address the gap in personalized accounting services for individuals. With over 15 years of combined experience in tax, our team prioritizes client needs through detailed tax return preparation and year-round support. We specialize in individual tax returns, rental properties, share transactions, and FIFO worker assistance. Our team's background in banking, finance, and commercial property management ensures comprehensive financial guidance. We focus on accessibility, offering direct communication channels for tax-related queries.Our commitment to quality service is reflected in our educational qualifications and ongoing professional development. Located in Bunbury, we serve local clients with a community-focused approach. We differentiate ourselves by balancing technical expertise with personalized attention to maximize client benefits. Our office infrastructure supports efficient administration and client coordination. We maintain a forward-looking perspective while upholding traditional service values.
Services
Individual Tax Returns
Capital Gains Reporting
Rental Investment Properties
Business Setup Guidance
FIFO Tax Returns
Financial Statement Preparation
Details
- Year established: 2006
Highlights and features
- We offer 15+ years combined experience in personal taxation services
- Our team provides year-round availability for tax consultations
- Specialized expertise in FIFO worker tax returns and deductions
- Personalized approach with detailed tax return analysis
- Qualified accountants with formal education and industry experience
What people say
Personalized service
Expertise in tax
Appreciate our work
Services
Individual Tax Returns
Comprehensive preparation and lodgement of personal income tax returns. Specializing in complex scenarios including rental properties, share transactions, and FIFO worker deductions. Our qualified accountants ensure maximum refunds through thorough analysis of all allowable claims.
Rental Investment Properties
Specialized tax services for property investors. We handle depreciation schedules, expense claims, and capital gains calculations. Our team ensures compliance with ATO requirements while optimizing tax benefits for residential and commercial investment properties.
Business Setup Guidance
Free initial consultation for new business establishment. We provide ABN registration assistance, business structure advice, and financial obligation guidance. Our service helps entrepreneurs create solid foundations with tailored accounting systems and compliance frameworks.
FIFO Tax Returns
Dedicated tax services for FIFO workers. Expertise in claiming travel, accommodation, and work-related expenses. We maximize deductions specific to mining and resources sector employees while maintaining full ATO compliance.
Financial Statement Preparation
Professional financial statement preparation for individuals and small businesses. Includes balance sheets, profit and loss statements, and cash flow analysis. Our certified accountants ensure accurate reporting for tax purposes and business decision-making.
People
Andrea Van Herk
Senior Accountant
Bachelor of Business in Accounting with 3 years specialist tax experience. Former 15-year banking industry professional providing expert tax return preparation and financial consultation services.
Kristal Carter
Accountant
Currently studying Bachelor of Business in Accounting. Specializes in individual tax returns and financial statement preparation for partnerships and trusts. Provides accurate compliance documentation for diverse client portfolios.
Luke Blair
Accountant
Business accounting specialist with commercial property management background. Expert in business financial obligations and leasing matters. Assists clients with strategic business prospect analysis and compliance requirements.
Emily Manifis
Office Manager
Administration professional with 3 years office management experience. Coordinates firm operations and client communications. Pursuing Certificate III in Business to enhance administrative support capabilities.
Questions
What accounting services do you specialize in?
We specialize in individual tax returns, rental property accounting, FIFO worker tax, business setup, and financial statement preparation.
Do you offer free initial consultations?
Yes, we provide a free first-hour consultation for business setup guidance to help new entrepreneurs start correctly.
Are you available outside regular business hours?
Our team offers year-round availability for tax queries, with appointments available during standard business hours.
How do I book an appointment?
Call us at (08) 9791 2677 or visit our website to schedule your accounting consultation with Bunbury's tax specialists.
What areas do you service?
Based in Bunbury, we serve clients across the South West region of Western Australia.
