Where we work
Brisbane tax, built on evidence.
From Mount Ommaney in the city's south-west, we prepare returns for Brisbane's businesses, professionals and investors — with the file ready before the ATO asks.
Brisbane produces real tax questions: companies and trusts that have outgrown lodge-and-hope, contractors whose arrangements deserve a considered position, investors selling property in a market that moves, and households whose income arrives from more directions than payroll. We answer them from Mount Ommaney, with the reasoning on file.
The practice is led by a principal who has taught taxation and finance at four universities and worked as a Finance Manager and Financial Controller. The discipline is constant regardless of the engagement's size: reconcile to source, substantiate before claiming, write the reasoning down.
Appointments run by phone and video across the city and the state — no CBD parking required — and documents move through a secure client portal. The same practice serves clients in every Australian state.
What we see across Brisbane
- Returns priced like commodities and prepared like them — until the ATO asks a question.
- Contractors operating through companies with the personal services income question never examined.
- Property sold in a strong market, with the cost base records scattered across a decade.
- Businesses whose growth outran their structure, and no one paused to document why the structure still fits.
What we do
Company and trust returns
Returns reconciled to the ledger, with distributions resolved and minuted before year end — not reconstructed after.
Contractor and consultant tax
Arrangements assessed and the position documented, so the answer exists before anyone asks the question.
Property and capital gains
Cost bases rebuilt from records, exemptions evidenced, and the CGT workings retained with the return.
Individual and family returns
Wages, investments, crypto and rental schedules — substantiated before lodgment.
ATO reviews and audits
Letters answered by a registered tax agent with an indexed evidence file, not a hurried explanation.
Every Brisbane engagement builds the eight proofs — income, expenses, GST, compliance, records, due diligence, review-readiness and written advice — so the position holds when it is finally tested. See our method →
Common questions
Where in Brisbane are you?
The practice is based in Mount Ommaney, in the centenary suburbs on the city's south-west. Appointments run by phone and video, which most Brisbane clients prefer to a cross-town drive — and correspondence reaches us at PO Box 165, Mount Ommaney QLD 4074.
Do you see clients face to face?
The engagement is built around phone and video appointments with documents in the client portal — it is faster for you and keeps everything in writing. Where a matter genuinely needs a face-to-face meeting, we arrange one deliberately rather than by default.
Can you handle company as well as personal returns?
Yes, and preferably together. When one practice prepares the company, the trust and the individuals, the returns reconcile with each other — which is exactly what a reviewer checks first.
I'm selling an investment property. When should I involve you?
Before the contract if possible. The capital gain is largely determined by the evidence you can assemble — acquisition records, improvements, holding costs — and assembling it before the sale is far easier than after.
What makes you different from a tax office franchise?
Structure. Franchises are built for volume in a season; this practice is built around one registered tax agent preparing files that can defend themselves. You deal with the person who signs the return.
Do you work outside Brisbane?
Yes — clients in every Australian state, by phone and video, with documents through the portal. The file standard does not change with the postcode.
General information only — not tax, legal or financial advice. Advice specific to your circumstances is provided within a signed engagement.
Related reading
Speak to the person who signs the return.
Consultations are with a registered tax agent — by phone or video, wherever you are in Australia.