Business Details
46 Years
experience
Your Trusted Accounting & Business Advisory Partner in Melbourne
Established in 1980 by Tony Siragusa, our firm began as a small tax return preparation service and has evolved into a comprehensive accounting and advisory practice. With over four decades of experience, we serve individuals and businesses across Melbourne, prioritizing long-term client relationships and tailored financial solutions. Our team of certified tax accountants combines technical expertise with a holistic approach to address both business and personal financial goals. We specialize in tax compliance, business structuring, wealth creation, and strategic planning, ensuring clients navigate complex financial landscapes with confidence. Our commitment to innovation and education empowers clients to maximize refunds, optimize cash flow, and achieve sustainable growth.As a second-generation firm, we value trust, transparency, and the enduring partnerships that have defined our practice for over 40 years. Our services extend to SMSF advice, business improvement sessions, and personalized coaching, reflecting our dedication to evolving with industry trends while maintaining a client-centric focus. By integrating cloud-based technology and proactive strategies, we help clients align financial decisions with their lifestyle aspirations. Our mission remains unchanged: to enhance financial positions through practical, forward-thinking solutions that stand the test of time.
Services
Tax Compliance
Business Advisory
Wealth Management
SMSF Solutions
Bookkeeping Services
Business Structuring
Tax Minimisation
Financial Planning
Business Improvement Sessions
Tax Return Preparation
Details
- Year established: 1980
Highlights and features
- We offer over 40 years of experience in tax and accounting services since 1980.
- Our team includes certified tax accountants with specialized expertise in compliance and planning.
- We provide tailored solutions aligned with individual and business financial goals.
- Our holistic approach integrates tax, wealth, and business strategies for comprehensive outcomes.
- We prioritize long-term client relationships built on trust and transparent communication.
What people say
Expert tax advice
Personalized solutions
Long-term client relationships
Effective business strategies
Knowledgeable team
Services
Tax Compliance
We specialize in tax compliance for individuals and businesses, ensuring accurate lodgement of income tax returns, BAS statements, and FBT documentation. Our team stays updated on legislative changes to optimize deductions and minimize liabilities. Clients benefit from tailored strategies that align with their financial goals while maintaining ATO compliance.
Business Advisory
Our business advisory services focus on strategic planning, cash flow improvement, and process optimization for small to medium enterprises. We conduct business health checks and planning sessions to identify growth opportunities and risk mitigation strategies. Clients receive actionable insights to enhance profitability and operational efficiency.
Wealth Management
Wealth management solutions encompass retirement planning, investment advice, and asset protection strategies tailored to individual circumstances. Our approach integrates tax-efficient structures and SMSF guidance to build long-term financial security. Clients gain clarity on achieving lifestyle goals through personalized wealth creation plans.
SMSF Solutions
Specialized SMSF services include fund establishment, compliance management, and investment strategy development. We assist trustees in navigating regulatory requirements while optimizing retirement savings. Clients receive ongoing support for fund administration and tax-effective wealth transfer planning.
Business Improvement Sessions
These sessions focus on strategic business planning, cash flow forecasting, and goal setting to drive sustainable growth. We help owners identify operational inefficiencies and implement accountability systems. Clients leave with actionable plans to achieve financial and time freedom while reducing business stress.
People
Tony Siragusa
Founder
Tony Siragusa established the firm in 1980, transforming it from a small tax practice into a comprehensive accounting advisory service. His vision emphasized client-centric solutions and long-term relationship building, creating a legacy of trust and expertise that continues to guide the firm's approach today.
Paul
Senior Accountant
With 15 years of industry experience, Paul specializes in strategic tax planning and business advisory services. He focuses on evolving client solutions to align with modern financial challenges, leveraging his expertise to drive practical outcomes that support both business and personal financial growth.
Questions
Do I need to lodge a tax return?
You must lodge if tax was withheld from income, you're an Australian resident with taxable income above the threshold, or you hold an ABN.
Can you help with multiple year tax returns?
Yes, we specialize in completing overdue tax returns and can help bring your obligations up to date efficiently.
How quickly will I receive my tax refund?
Refunds typically arrive within 7-14 days after lodgement, though processing delays may occur.
Do you charge for phone consultations?
No, we provide free phone consultations to all our valued clients without additional billing.
How do you tailor accounting services to individual needs?
We assess your specific circumstances to create customized solutions, including tax strategies, business planning, and wealth management approaches.
What cloud accounting software do you recommend?
We recommend Xero for most clients but evaluate individual needs to determine whether Xero, MYOB, or spreadsheet solutions work best.
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