Brisbane Tax Agent
Are you looking for a tax agent in Brisbane? Do you require the services of a tax agent in Brisbane for your business? As professional tax accountants in Brisbane, we can help you!
Unique among accounting firms, our clients place their trust in us to help them resolve their financial problems, set and achieve business financial goals, and to ensure we provide sound advice that will help their business thrive without implicating their bottom line. Our friendly team of tax agents in Brisbane can help you with a range of accounting services, ranging from business management and tax requirements to investment strategies, cash flow management and income protection.
Tax Agent Brisbane
Partner with Us
We at Affinitas Accounting are committed to your success, and to the success of your business or startup. As a local company, we understand the needs of our customers and aim to provide seamless, quick and easy tax services for your personal and business tax needs.
Affinitas Accounting has a team of Brisbane tax accountants with over 20 years of collective, on-the-ground experience helping individuals and businesses of all sizes maximise their financial potential. Our aim is to simplify your tax issues so that you can go back to what’s really important – your business!
If you need a tax agent in Brisbane, why not contact a member of our helpful team? We can help with:
- Tax requirements
- Investment strategies
- Business management
- Cash flow management
- Income protection strategies
We work with businesses, professionals, and individuals to offer a comprehensive plan to foster growth, improve cash flows, and increase profits. Our friendly team of tax agents can help you with a range of business accounting services, ranging from business management and tax requirements to investment strategies, cash flow management, and income protection.
Take a look at what our customers have to say:
Tax Agent Brisbane | Tax Accounting Services
Choose Our Tax Agent in Brisbane
In order to make informed decisions which benefit your future, you need advisers that can get to know you, your business and your family. Your advisers need to be able to assimilate, analyse and explain information to you in all these important financial areas. We have a team of qualified professional business tax agents Brisbane who are able to offer you relevant and timely advice to help you achieve your personal and business financial goals.
Dealing with personal and business tax can be extremely daunting, even for those who may be more accounting-savvy, especially around tax time. We can simplify the process for you by helping you prepare well in advance. We keep a finger on the pulse of your business’ accounting needs at all times to ensure that no financial element of your business goes neglected.
If you are looking for a tax agent in Brisbane to help with your personal or business tax requirements, we can guarantee the following from our team:
- We are Brisbane’s most trusted tax accountants
- We maintain good communication with our customers
- We are proactive in reporting
- We provide realistic assessments of market trends
- Dedicated team
- We always take a principled approach
Work with Our Tax Agent Brisbane
We at Affinitas Accounting always aim to exceed our customer’s expectations and prioritise customer satisfaction. We place a strong focus on the things that matter to you, like your business, your success, and even your family. With over 20 years’ collective experience, the Affinitas Accounting team will quickly identify solutions to your tax issues, and even identify areas of your business or personal financial situation that could be improved on, simplifying things for you and providing you with prospective future opportunities.
Our Tax Accounting Works
When you use our tax agent services, you often get more than you paid for. That’s because we tackle your business’ financial management head on, as if it were our own business. We know that keeping track of your finances doesn’t just help you save money in the long run – it also gives you the ability and the confidence to move forward and grow your business, backed by the knowledge that you have all your financial ducks in a line.
Financial planning is especially important when it comes to tax time. By being prepared well in advance for tax season, you protect your business against unforeseen problems that can and may arise during tax time. It’s easy to get lost in the hubbub of tax season; for the inexperienced or for those who lack the knowledge, tax time can seem like an overwhelming challenge that will surely sink your business. Not so! Our small business tax accountant can help simplify the process, protecting you and your business at the same time.
If you have tried a tax agent in Brisbane before and found them lacking, we urge you to try Affinitas Accounting. We promise it will be the last time you have to go looking for another tax agent in Brisbane!
Ready to try our tax agent Brisbane?
Choose Affinitas Accounting
For Your Accounting Needs
Tax Agent Brisbane | Business Accounting Services
Affinitas Accounting specialises in accounting, management, and administration in all phases of a business’ operations. We provide a balance of personal interest as well as an ability to meet a broad variety of business accounting needs at affordable prices.
We are committed to the success of your business or startup. Let us show you how much value we can create together, for your customers. As a team of tax accountants with over 20 years of collective, on-the-ground experience helping individuals and businesses of all sizes maximise their financial potential, we recognise that all you want is to improve cash flow and increase profits. And we will strive to help you achieve that.
We provide the following professional accounting services:
We help business clients plan strategies and manage the day-to-day challenges of being in business.
The Affinitas Accounting team takes pride in being an important partner for its clients. Whether it’s a simple enquiry over the phone or a more complex situation which needs to be analysed, we encourage clients to contact us and stay connected.
Affinitas Accounting Helps You Meet Your Tax Requirements
Taxation and GST liabilities need to be monitored and planned for in advance. The Affinitas approach is to stay involved with your business numbers throughout the year and tackle issues before they become surprises and problems. If the Australian Taxation Department needs to be contacted about your situation, we represent you.
Affinitas Accounting Helps You Manage Cash Flows
Understanding the connection and the differences between profit and cash flow is one of the keys to running a successful business. Prices and margins need to be set to make a profit and expenses must be controlled. However, this profit needs to be collected and placed in the bank before it is truly of value to a business owner. Our Brisbane based accounting firm can help business owners implement strategies to keep their trade debtors under control and keep money in your bank, where it belongs.
Experience with Client Onboarding and Clean Up
If the relationship with your accounting firm is not working for you, it might be time to consider a change. These professional breakdowns can happen for a variety of reasons, but they are usually marked by communication breakdowns, work that has not been completed to the client’s satisfaction, and/or work that has not been completed at all. Our experienced team has many years of experience discussing these issues with prospective new clients, identifying the priorities, establishing a relationship, quoting fees upfront, and then getting people up to date. The most common outcome of this process is happy and relieved clients who can get back to running the core functions of their business.
Experts with Backdated Tax Returns
Sometimes individuals and/or businesses disengage with the tax department. They just fall behind with their tax returns and it seems easier (in the short term) to not deal with the backlog. But there ALWAYS comes a day when reality knocks at the door and these backdated returns need to be dealt with – whether it’s for a bank loan, dealing with Centrelink, a deceased estate or when the dreaded demand letter turns up from the ATO.
After 20 years, there is almost nothing we have not seen when it comes to late tax returns. The experienced Affinitas Accounting team knows how to analyse the overall situation and then manage the process to get you up to date. We even have backdated software going back more than 30 years to ensure that the right tax rates and rules are applied to each back-dated return. Our team got one couple up to date after being a combined 21 years behind. We have also recently completed 12 years for another client.
We’ve cleaned up businesses’ and trusts’ returns stretching back more than a decade. Back-dated individual tax returns can often result in large back-dated refunds. Getting businesses up to date can ensure that if the tax, fines, and penalties are accruing, they can be put on hold and payment arrangements negotiated.
Help When it’s Time to Restructure Your Business
Most successful businesses start small and then grow. After a period of time, the tax set-up that suited you as a start-up business may no longer be working for you and you need to consider alternatives. There are some tax laws that can permit these restructures and produce some great outcomes, but they are complex and need to be very carefully applied. Affinitas Accounting is a Brisbane accounting firm that has experience in helping businesses achieve restructures that have allowed them to grow beyond purely family based business. Depending on the circumstances, these new structures can allow them to access tax benefits, bring in equity partners, and/or be able to consider an external sale.
Getting Business Valuations
Whether you just want to get a sense of what your business might be worth, or you need a valuation for a specific legal purpose, this is a specialised area that requires identification of various important numbers in your accounts.
The Affinitas Team can help prepare the numbers needed and then arrange for a professionally prepared report to be produced to suit your needs. Most important is that you end up with a valuation that is specific to your business and your industry.
If you are in business with someone, you need an agreement in place that deals with how you run the business on a day to day basis, make big business decisions, and manage the entry and/or exit of partners. This needs to be outlined in an official legal agreement that is drafted by a lawyer. Affinitas Accounting can help prepare you for a meeting with the lawyer – the numbers you need and questions/issues that must be discussed prior to the meeting.
Keyperson Insurance to Protect Your Business Assets
This is a specialist form of insurance policy designed to protect a business against losing key people and skills. It requires skills in business analysis, accounting, and insurance law. The overall skill set of the Affinitas Group is ideally suited to being able to calculate the insurance needs, research the best policies, and implement the policies in the right ownership structure.
Offer Advice on Investment and Superannuation Strategies
If you run a profitable business or have good cash flows from your employment income, you need to turn this into investments. Our investment and superannuation team can work with you to design strategies to build your personal wealth.
Whether it be property, shares, managed funds, superannuation, or geared investments, we have someone you can talk to about these strategies.
Give You Professional Advice Related to Income Protection
And while your personal wealth is growing, you need to protect you and your family what you already have by having appropriate levels of insurance in place. Our team of risk specialists can help you understand the differences between death, total and permanent disablement, trauma cover, and income protection. They then calculate levels you need of cover you require and source quality policies. Most importantly they are there to guide you through the process and the paperwork should you need to make a claim.
Getting the Right Finance Advice
Getting the right finance is much more than just securing the lowest interest rate. The accounting qualified Affinitas Finance team will help you to structure your finance correctly and ensure you are getting a great deal. By understanding your tax set-up and your current and future requirements, they can research the options and arrive at the solution that best suits your needs. The Affinitas Finance team then helps walk you through the myriad of paperwork that banks require nowadays to process, complete, and settle a loan application.
Tax Agent Brisbane
If you need a tax agent in Brisbane, look no further. We are a trusted accounting firm in Brisbane, and our clients swear by us – why not let us help you and your business, too?
Looking for a tax agent near you? We have tax agents in Brisbane who are ready to help you! Find your suburb below and get in touch with our friendly team today.
Need a tax agent in Brisbane?
Frequently Asked Questions
When is Affinitas Accounting open?
We are Brisbane tax accountants that are open five days per week all year round, apart from the Christmas break. We’re also open some evenings and Saturday mornings during tax season – from July to October.
Do I need to make an appointment?
For a one-on-one interview, we advise that making appointments is best, especially during tax season. If attending an appointment is difficult, we have online options via our much-used email tax checklist. This allows Affinitas, as Brisbane tax accountants, to service clients throughout Australia.
How long will my refund take?
Circumstances can vary for each client, but if your return is relatively straightforward, you should allow at least 14 working days for ATO processing.
Does Affinitas Accounting charge for every phone call and/or email?
Different firms have different policies in this area. We are Brisbane tax accountants that generally do not charge for answering a phone call or email from our clients, except in circumstances where the answer to a question may involve extensive time and research.
Is the Affinitas Accounting team experienced?
There are more than 100 years of combined experience in the Affinitas tax accountant team. We are Brisbane tax agents with expert knowledge in a wide range of industries, from medical professionals to trades and transport businesses, property developers, and investors.