Business Details
11 Years
experience
Trusted Accounting & Business Advisory Services in Melbourne
Essentia Accounting is a CPA firm located in Melbourne CBD, dedicated to guiding progressive business owners across diverse industries. With over 25 years of combined experience, our team prioritizes integrity, discipline, and excellence in delivering taxation, accounting, and business advisory services. We focus on proactive compliance, tailored financial strategies, and fostering long-term client relationships to reduce business stress and drive growth.Our expertise spans tax planning, SMSF management, financial planning, and corporate secretarial services, ensuring clients meet both personal and business objectives. We maintain up-to-date knowledge of legislative changes to provide accurate, timely advice while emphasizing asset protection, succession planning, and industry benchmarking.
Services
Taxation & Accounting
Business Advisory
Superannuation
Financial Planning
Compliance Services
Details
- Year established: 2015
Highlights and features
- We offer 25+ years of combined experience in accounting and business advisory.
- Our proactive tax planning minimizes liabilities while ensuring compliance.
- Tailored financial strategies align with individual business goals and industry standards.
- Comprehensive SMSF management from establishment to compliance reviews.
- Collaboration with McLardy McShane delivers integrated financial planning solutions.
Associations and certifications
- CPA Australia
Services
Taxation & Accounting
Essentia Accounting provides proactive taxation and accounting solutions beyond traditional compliance. Services include tax return preparation, GST and income tax advice, business activity statements, and strategic tax minimization planning. Our CPAs ensure legislative compliance while enhancing business profitability through tailored financial reporting and board advisory services.
Business Advisory
Specialized business advisory services focus on growth strategies for SMEs. We offer business structure optimization, merger and acquisition support, cash flow projections, and performance benchmarking. Our team delivers asset protection frameworks, succession planning, and operational reviews to improve efficiency and long-term sustainability for Melbourne-based enterprises.
Superannuation
Comprehensive self-managed superannuation fund (SMSF) services from establishment to compliance. We provide retirement planning, pension administration, and investment strategy advice. Our network ensures clients maximize tax concessions while maintaining ATO compliance through deed updates, trustee changes, and annual audit coordination.
Financial Planning
Partnering with McLardy McShane, we offer holistic financial planning including retirement strategies, insurance solutions, and investment advice. Services cover superannuation rollovers, estate planning, and personalized wealth accumulation plans tailored to individual risk profiles and long-term financial goals.
Compliance Services
Essentia ensures ongoing compliance through periodic reporting, due diligence audits, and statutory submissions. Our team manages payroll tax, stamp duty obligations, and corporate secretarial functions while providing remuneration packaging solutions to simplify regulatory requirements for businesses.
People
Phillip Lagos
CPA, NTIA
With 25+ years in accounting and taxation, Phillip specializes in business consulting for service, retail, and medical sectors. He focuses on compliance, tax planning, and strategic reviews to deliver actionable insights for privately owned businesses.
Liz Lagos
Office Administrator
Managing corporate compliance and administrative operations, Liz ensures efficient processing of BAS, tax returns, and client billing. Her banking and promotions background supports seamless office management during peak periods.
Nicole Vakras
CPA
Nicole specializes in ATO compliance and tax issues across manufacturing and property sectors. She provides clear explanations of technical tax matters while prioritizing timely solutions for income tax, GST, and state tax obligations.
Belinda Hannasky
Administrative Manager
With a decade in accounting administration, Belinda leads support teams using hospitality-sector client service skills. She maintains operational efficiency and fosters a positive workplace culture through effective problem-solving and team leadership.
Questions
What accounting services do you offer for small businesses?
We provide tax compliance, financial reporting, business activity statements, and strategic tax planning tailored to Melbourne SMEs.
How do you support business growth through advisory services?
Our advisory team offers cash flow analysis, succession planning, and industry benchmarking to enhance profitability and operational efficiency.
Can you help with self-managed superannuation funds?
Yes, we manage SMSF establishment, compliance reviews, retirement planning, and pension administration for investors seeking control over super assets.
Do you provide financial planning services directly?
We partner with McLardy McShane to offer comprehensive financial planning, including insurance, investment strategies, and estate planning.
How do you ensure compliance with tax regulations?
Our CPAs maintain ATO compliance through regular updates on legislative changes and proactive tax minimization strategies.
