Business Details
22 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Established in 2004, John Lombardo Taxation & Accounting Services has built a reputation as a trusted provider of comprehensive accounting and tax solutions for individuals and businesses across Australia. Our team of Chartered Accountants and experienced professionals brings decades of combined expertise in financial planning, tax compliance, and business advisory services, ensuring clients receive accurate, efficient, and personalized support. We prioritize transparency, ethical practices, and client education, fostering long-term relationships grounded in trust and reliability. With specialized knowledge in industries such as construction, healthcare, and real estate, we deliver tailored strategies to optimize financial outcomes.Our commitment to staying current with evolving tax regulations and leveraging technology ensures clients benefit from up-to-date, innovative solutions. From individual tax returns to complex business valuations, we combine technical proficiency with a client-centric approach to simplify financial management. Recognized for our responsiveness and dedication, we serve as a one-stop partner for all accounting needs, empowering clients to achieve their financial goals with confidence.
Services
Tax Preparation
Financial Planning
Business Advisory
Estate Planning
Wealth Management
Details
- Year established: 2004
Highlights and features
- We offer over 20 years of experience in Australian tax compliance and advisory.
- Our team includes Chartered Accountants with industry-specific expertise.
- We provide personalized, jargon-free financial guidance tailored to client needs.
- We guarantee discreet and efficient handling of complex tax matters.
- Our free initial consultation helps identify actionable solutions immediately.
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
One stop shop
Incredible team
Trust with complicated returns
Excellent communication
Proactive financial guidance
Services
Tax Preparation
We prepare individual and business tax returns with precision, ensuring compliance and maximizing deductions. Our team stays updated on ATO regulations to minimize liabilities while avoiding errors. Clients receive clear explanations of their returns and proactive advice for future tax planning.
Financial Planning
Our financial planning services create tailored roadmaps for retirement, asset protection, and wealth growth. We analyze cash flow, risk tolerance, and long-term goals to develop strategies that align with personal and business objectives, ensuring financial security.
Business Advisory
We offer strategic guidance for business owners, including cash flow management, internal controls, and succession planning. Our advisory services focus on improving profitability, operational efficiency, and sustainable growth through data-driven insights and industry expertise.
Estate Planning
We help clients protect and transfer assets through comprehensive estate plans. Services include trust administration, gift tax strategies, and will preparation, ensuring clients' wishes are honored while minimizing tax implications for beneficiaries.
Wealth Management
Our wealth management integrates investment planning, tax strategies, and risk management to grow and preserve assets. We coordinate with legal and insurance professionals to create holistic plans that align with clients' financial goals and life stages.
People
John Lombardo
Principal
Chartered Accountant with over 25 years of corporate experience, specializing in tax compliance and business advisory. Formerly with Australia's largest accounting firm, he founded the practice in 2004 to provide personalized client service.
Sandra Waiting
Accountant
Dedicated accountant with 12 years of experience, holding a Diploma in Accounting. Expertise in individual and corporate tax returns, software support, and maximizing legal tax refunds for diverse clients.
Michelle Daniel
Accountant
20-year industry veteran specializing in financial, accounting, and payroll solutions. Proficient in bookkeeping software training and providing strategic payroll advice to businesses of all sizes.
Nicola Hewett
Bookkeeper
Certified bookkeeper with 11 years of experience supporting clients with payroll and accounting needs. Currently pursuing a Diploma in Payroll Services and a member of the Institute of Certified Bookkeepers.
Jade Simpson
Receptionist
Office administrator with extensive customer service experience, managing client communications and providing operational support. Known for creating a welcoming environment and maintaining organizational efficiency.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, tax compliance, and strategic advisory services tailored to small businesses.
Can you help with complex personal tax situations?
Yes, we specialize in handling international tax returns, investment properties, and high-net-worth individual tax planning.
Do you offer free initial consultations?
Yes, we provide a complimentary consultation to assess your needs and recommend customized solutions.
How do you stay updated on tax law changes?
Our team participates in ongoing professional development and subscribes to ATO updates to ensure compliance with current regulations.
What industries do you specialize in?
We have expertise in construction, healthcare, hospitality, law firms, manufacturing, and real estate sectors.
How can I securely send documents to your team?
Use our SecureSend portal to upload sensitive files directly to a designated team member for confidentiality.
