Best Financial Planners in Frankston

We specialise in providing tax solutions for individuals and small business at an affordable price. We are able to prepare your tax return remotely via phone, email, text or Skype and we also provide face to face meetings and free home visits. The principal accountant, Roshan Perera, is a Registered Tax Agent with over 20 years’ experience. Roshan has a Bachelor of Business (Accounting), Advance Diploma of Superannuation and a Diploma of Financial Planning. He has also completed the CPA program and is a member of the National Tax Accountants Association (NTAA). In his spare time Roshan enjoys spending time with his family, cycling and supporting his beloved Carlton Football Club.

We are Melbourne based accounting and tax advisory services firm, who are passionate about providing clients with exceptional services and most importantly the result. We are specialized in providing service to family controlled, privately owned small businesses, as well as high net worth individuals. Our Team, comprising Registered Tax Agents and CPA's who can help you with Individuals, Partnerships, Companies & Trusts Tax Returns and Financials, and will make sure you are satisfy with the outcome. OUR SERVICES Bookkeeping for small to medium size businesses Preparation of Financials ( Profit & Loss and Balance Sheet) Preparation and lodgement of tax returns Tax planing Amendment of tax return FBT returns Capital Gain Tax ATO liaison Payroll tax Cash flow preparation Lodgements

Providing strategic accounting, taxation and business advisory services to small and medium size businesses. We can give you peace of mind with your compliance including: - Financial reporting - Individual Tax Returns - Business activity statements (BAS) - State payroll tax - Capital gains tax - Goods & services tax (GST) We do added value accounting services including: - Regular management reporting - Management accounting and analysis - Break even analysis - Performance analysis - Business financial health checks - KPI reporting We do bookkeeping using any software, experts at: - MYOB - Quicken / QuickBooks - QuickBooks Online - Xero - Cashflow Manager WE PARTNER WITH YOU FOR YOUR SUCCESS!

With vast experience in various aspects of Accounting, Taxation Advisory we have the expertise to bring your dreams to life. Our Process is to work collaboratively with you. We sit down, discuss, assess and deliver right solutions to our clients. We offer Bookkeeping, Accounting, Taxation, Virtual CFO, Company/ Trust Formation, ASIC compliance, Risk Management, Not for Profit Accounting, Payroll Management, Audit Preparation, Asset Protection Services. We aspire to be ideal Business Partners for your business.

We automate the mundane to remove all of the complexities of Bookkeeping and Accounting and more importantly make your life easier. Full service offering for Business and Individuals with a personal touch. Taxation Small Business Xero specialist Bookkeeping BAS I.T. Support and training Everything you need in One BOX CPA and Registered Tax Agent Xero Certified

Nicklas' review - "Great work Niki - very happy with my return and your help with my wife's business return too!"