My investor tax service is designed for those building wealth through property, shares and crypto who value proactive, accurate and personalised advice. I help you understand your investment position, plan ahead and legally minimise your tax, whether you’re managing one rental property or a growing portfolio. My secure Freshwater Client Portal keeps everything beautifully organised, letting you upload documents, store information efficiently and easily categorise our chats and discussions throughout the year.
My business tax service supports clients who want more than a once-a-year accountant. I work with companies, trusts, partnerships and sole traders, offering a full range of support, including bookkeeping and Virtual CFO, BAS, tax planning and annual tax returns. I don’t believe in tax surprises or last-minute stress. My passion lies in helping business owners grow a profitable business that supports the lifestyle they want. Through regular check-ins, reminders and clear communication, I help you stay on top of your numbers so you can make confident, informed decisions all year round.
Starting a business can feel equal parts exciting and overwhelming, and that’s where I come in. My business setup service helps you start strong with the right structure and systems from day one. Whether you’re setting up as a sole trader, partnership, company or trust, I’ll walk you through everything from ABN registration and GST setup to bookkeeping systems, PAYG and ongoing tax planning. My goal is to make sure your business is not only compliant but profitable and sustainable from the outset, giving you confidence and clarity as you grow.
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Important Note: During our peak season from July to October, we prioritise maintaining our signature high-quality service. As a result, we may not always be able to take on new clients, however we’re happy to add you to our waitlist.