Empowering your financial freedom, one client at a time.
Your local accounting and tax partner in Hervey Bay
Accounting & Tax Matters is a family-run accounting firm based in Hervey Bay, Queensland. Established in 2007 by Julie Morrison, we pride ourselves on offering a personalized and approachable approach to accounting and taxation. With a small, dedicated team and our furry office companion, you'll always work directly with Julie, ensuring your individual needs are met.
Solutions for individuals
We understand the unique financial situations of individuals. Our comprehensive services include:
- Basic Individual Tax Returns: Maximizing your refund through meticulous deduction claiming.
- Complex Individual Tax Returns: Expertise in handling rental properties, shares, foreign income, and capital gains.
- Self Managed Super Fund Tax Returns: Comprehensive financial statements and audit preparation.
Tailored solutions for businesses
We tailor our services to your specific industry and goals. Our comprehensive services for businesses include:
- Partnership, Trust & Company Tax Returns: Financial statement and tax return preparation for diverse businesses.
- Taxation & Business Advice: Strategic planning for optimal taxation efficiency and business growth.
- Bookkeeping: Efficient data entry, bookkeeping software expertise, and stress-free BAS lodgement.
Why choose Accounting & Tax Matters?
- Experience: Over 20 years of expertise in tax compliance and financial planning.
- Accessibility: Personal and approachable team with a focus on clear communication.
- Flexibility: Convenient appointment scheduling and online services for your convenience.
- Value: Competitive fees and transparent billing practices.
Our clients come from diverse backgrounds: nurses, teachers, FIFO workers, disability support providers, personal trainers, and retail employees. We are confident that we can tailor our services to meet your unique situation.
Ready to take control of your finances? Contact us today and let Accounting & Tax Matters be your trusted partner in achieving financial success.
The reviews highlight a common theme of excellent service and satisfaction among customers. Positive Feedback Many customers appreciate the help they received, mentioning that the service was great, and the staff were lovely and understanding.
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