Individual Tax Returns

We are passionate about taxation and tax related services. Our services do not stop at processing your tax returns; rather that is just the start. We can help you understand and set up the best tax structure for your business making sure that your tax liability is minimized while adhering to strict ethical and professional guidelines.

Business Tax Services

Tax affairs are not always simple even when considering individual taxes. On the business side, there are always things which are not defined in black and white. That is where you need professional help. We can help in removing the ambiguity from tax talk; we can help you easily understand your tax liabilities and make sure that your business is compliant with the legal requirements. In addition, we can also help you with your BAS lodgments, financial statement compliance and processing and lodging your business tax return.

Capital Gain Tax

A capital gains tax is payable on your capital gains and forms a part of your income tax. Dealing with capital gains tax is never a straight forward matter and professional advice is always recommended if you are not sure as to how it would affect you. Capital gains and losses can apply to any properties that you hold or jointly hold along with any trading stock. It is important to understand that capital losses unlike some forms of business losses cannot be offset against your other forms of income and therefore it is advisable to seek guidance to minimize your tax liabilities. At upright we can offer you advice in regards to disposal of your property and stock and how to properly account for them. We can guide you as to when would be the ideal time to maximize the benefits from the sale of your property or stock in order to minimize your capital gain liabilities..

Investment Property Advice

Investment properties are one of Australia’s most popular ways to invest. However, it is not always smooth sailing and you need to consider and take into account many points before you make the desired investment.

Negative gearing is a major factor that should be taken into account when investing in the property market. The concept is not simple and it is always a good idea to take professional advice. A negatively geared property is tax deductible and can give you a favorable outcome with regards to your tax liabilities. Come and talk to us and let us help you in making a sound investment in property a sound that creates wealth and adds security to your future.

There is a common belief that an investment property is a very safe investment and always offers a positive return. Well for the most part it is true but not always. Let the professionals guide you in making an informed decision, schedule an appointment with us and let us give you proper guidance and advice.

Book keeping & Payroll services

We can help you manage your business on a day to day basis. Make use of our bookkeeping service to ensure that you are always organized and have up to date information about your business when you need it. We can accurately and efficiently record your transactions at a very affordable price.

Always be in control and know your financial position, we can provide you with monthly financial statements so you are aware of the financial position and health of the business at all times.

We can also help you in catching up on your prior years as well with our back log bookkeeping service. If you have missed a few years then come and talk to us. Let us help you in catching up to the present while getting you ready for the future with accurate and up to date statements for when you need them.

We understand the value of accuracy and timeliness. Never again be worried about your books falling behind. Let us help you get ready and up to date, every time.

Business Advisory Services

We just don’t give an advice rather we give THE ADVICE which will benefit your future income. Our experts help you from business startup to the day your business lead the industry. Our advisors help you prepare feasibility of your business idea. We can get your business registered smoothly. With our experts your business will be up and running in short time and with you in control of it.

Financial Planning

Upright Tax Accountants is proud to collaborate with North Financial Group, led by Ben Millier, to offer comprehensive financial planning and mortgage brokerage services. With our combined expertise and dedication to client success, we provide personalised advice and support tailored to your financial goals. From tax planning to retirement strategies, we work together to ensure you receive the highest level of service and guidance. Take advantage of our collaborative approach and take the first step towards securing your financial future today.

https://www.adviserratings.com.au/adviser/424007/Ben-Miller

Please contact Ben Miller at M 0405 124 036 to book an appointment.

Auditing Services

Upright Tax Accountants has partnered with a registered auditor to expand our services to include auditing of annual financial statements, ensuring compliance with regulatory requirements. This collaboration further enhances our ability to provide comprehensive financial solutions to our clients, reinforcing our commitment to excellence and integrity in all aspects of financial management. Whether you require tax advice, financial planning, or auditing services, our team is dedicated to delivering professional expertise and personalized support to meet your needs effectively.