Private Client Accounting

Tax management that grows with your ambitions

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Our Private Client Accounting service offers a streamlined, stress-free solution designed to save you time and maximise your return. We combine expert tax knowledge with digital efficiency to ensure your lodgement is accurate, compliant, and optimised for the best possible outcome. Whether your financial affairs are simple or complex, our team works with you to identify every eligible deduction, manage ATO interactions, and remove the burden of tax.

The Value We Deliver

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We ensure every return is meticulously prepared, compliant with ATO standards, and free from costly errors.

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Accuracy

Our knowledge and experience of deductions, offsets, and tax law means we leave no eligible benefit unclaimed.

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Maximised Refunds

From preparation to ATO submission and follow-up, we handle the process end-to-end.

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Stress-Free Lodgement

The Solutions We Provide

Preparation & Lodgement

We prepare and lodge your individual tax return with precision and full compliance.

Maximised Deductions

We identify every eligible deduction and offset to ensure you receive the highest possible refund.

ATO Liaison

We manage correspondence and queries with the ATO on your behalf, so you don’t have to.

Support

Whether you have investment income, multiple income streams, or capital gains, we’ve got you covered.

Advice

We’re here to provide ongoing support and forward-looking tax strategies.

The Team Powering Your Growth

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Seth Li

Director

61 3 8199 3000

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Vincent Icasiano

Director

61 3 8199 3000

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Jeffrey Isaacs

Director

61 3 8199 3000

FAQS

  • Private Client Accounting is our personalised tax service for individuals. We handle everything from preparing and lodging your tax return to identifying all eligible deductions and managing ATO correspondence so you can maximise your refund and minimise hassle.

  • Yes. We provide expert support for individuals with investment income, rental properties, capital gains, shares, and other complex tax scenarios.

  • We can review and amend previous returns if needed, ensuring compliance and correcting any errors that could affect your tax position.

  • Simply book your free consultation through our website or contact us directly: 61 3 8199 3000

    We'll guide you through the next steps and ensure a smooth, stress-free experience.

  • Yes, we offer a complimentary consultation to understand your needs and explain how we can help. There’s no obligation to proceed afterward.

Let’s Talk about Private Client Accounting

Want to maximise your refund while saving time and hassle?