Business Details
Your Trusted Partner for Accounting Solutions
Box Advisory Services is a dedicated team of Chartered Accountants committed to simplifying accounting for small business owners across Australia. With decades of combined experience, we specialise in tax returns, bookkeeping, and strategic financial advice tailored to contractors, freelancers, and small enterprises. Our team holds certifications from the Institute of Chartered Accountants Australia and New Zealand, ensuring adherence to the highest ethical and professional standards.We prioritise transparency, offering fixed-fee pricing and unlimited support to eliminate financial stress. By leveraging cloud-based accounting software like Xero and MYOB, we deliver efficient, compliant solutions while empowering clients through educational resources and proactive guidance. Our mission is to transform accounting into a strategic asset, enabling businesses to focus on growth with confidence.
Services
Company Tax Returns
Individual Tax Returns
BAS Preparation
Business Registrations
Trust Tax Lodgements
Bookkeeping Services
SMSF Accounting
Financial Statements
Payroll Processing
Tax Planning
Highlights and features
- Certified in cloud-based accounting software including Xero, MYOB, and QuickBooks.
- Over 13 years of combined experience in small business tax strategies.
- Unlimited phone support for premium clients to resolve queries instantly.
- Proactive tax planning to legally minimise liabilities and boost profitability.
- Personalised onboarding and training to master financial management tools.
Associations and certifications
- Institute of Chartered Accountants Australia and New Zealand
- Registered Tax Agent (25452828)
What people say
Exceptional service
Highly recommended
Knowledgeable team
Stress-free
Proactive advice
Services
Company Tax Returns
Our team prepares and lodges annual company tax returns with the ATO, ensuring compliance and maximising deductions. We handle financial statements, payroll finalisation, and BAS requirements. Clients benefit from extended lodgement deadlines and strategic tax planning to reduce liabilities.
BAS Preparation
We manage Business Activity Statements (BAS) for GST-registered businesses, covering PAYG withholding, instalments, and fringe benefits tax. Our services include accurate reconciliation, safe harbour compliance, and lodgement extensions through registered agent privileges.
Bookkeeping Services
We provide cloud-based bookkeeping solutions using Xero, MYOB, and QuickBooks. Services include invoicing, payroll processing, and monthly financial reporting. Our tiered plans cater to startups, SMEs, and high-turnover businesses with customised support.
Business Registrations
We assist with ABN, ACN, TFN, and PAYG registrations, ensuring correct business structure compliance. Packages include discretionary trust setup, SMSF establishment, and ASIC filings for new and existing entities.
Tax Planning
Our proactive tax planning identifies legal deductions and strategies to minimise liabilities. We focus on asset protection, profit optimisation, and cash flow management, tailored to individual and corporate client needs.
People
Davie Mach
Director & Client Manager
With 15+ years in management accounting, Davie leads our team in delivering proactive tax solutions. A Chartered Accountant and ATO-registered tax agent, he specialises in strategic compliance and client education.
Sean Yee
Senior Tax Adviser
Sean combines accounting and financial advisory expertise to simplify complex tax issues. He focuses on innovative strategies and client empowerment through transparent, ethical advice.
Shirley Huang
Practice Manager
Shirley oversees operations with 12+ years in tax accounting. Known for process optimisation, she ensures efficient service delivery while advocating work-life balance for clients and team alike.
David Bui
SMSF Specialist
David has 17 years of expertise in self-managed super funds. He provides tailored advice on retirement planning, balancing technical precision with approachable client relationships.
Jarrod Moses
Onboarding Manager
A former Big Four accountant, Jarrod streamlines client onboarding and mentors our team. His focus is aligning financial strategies with business growth objectives using industry-leading practices.
Questions
Are you a registered tax agent?
Yes, we are registered tax agents (licence no. 25452828) with Chartered Accountants Australia and New Zealand.
Do you offer free consultations?
Yes, we provide a 45-minute complimentary consultation to assess your financial needs.
How do business registrations work?
We handle GST, ABN, TFN, and PAYG registrations to ensure ATO compliance.
Do you charge hourly rates?
No, we use fixed monthly pricing to promote transparency and efficiency.
Who will manage my account?
Your dedicated Client Manager will be your single point of contact for all matters.
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