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Accounting & Tax

Samuel & Sonz provides professional accounting and tax services for small to large enterprise companies

Once we understand your unique situation, our expertise allows us to tailor our support to your precise needs.

Accounting & Tax

Accounting & Tax Services

Learn more about the accounting & tax services we offer

REPORTING & BOOKKEEPING

TAX RETURNS & ADVISORY

AUDIT

SUPPORT

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We know accounting and tax can be a complicated task! 

So in order to help you and better understand your business accounting and tax affairs.

 

Simply click the button below to arrange a FREE consultation with us.

REPORTING & BOOKKEEPING

Preparation of financial accounts at year-end and half-year; regular book-keeping support at a cadence you desire, whether daily, weekly, fortnightly or monthly; preparing budgets and forecasts for your cash, P&L and balance sheet; providing insights as to your cash flow performances; providing recommendations as to how your cash flows and working capital management can be enhanced.

TAX RETURNS & ADVISORY

Tax lodgements for individuals, sole traders, partnerships, companies, family trusts, init trusts, hybrid trusts, international business,, and self managed super funds; BAS returns, FBT returns. We also provide tax planning & business restructuring advisory to help you minimise your tax obligations within a legally permissable scope.

AGREED UPON AUDIT PROCEDURES

Using our audit experience we can assist auditors at any stage or aspect of their audit, including assistance with any AUP that you require; whether it be impairment testing in accordance with AASB 16, revenue procedures, asset verification procedures, stock reviews, debtors circularisation, or AUPs on any other balance sheet or P&L items.

VALUATIONS FOR ACCOUNTING PURPOSES

Valuation of intangible assets e.g. intellectual property such as trademarks and patents (AASB138); purchase price allocations & goodwill (AASB3); impairment testing (AASB136); accounting for share based payments & options (AASB2); accounting for assets held at market value (AASB139/AAS25)

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SMSF ADVISORY

Establishment of SMSFs; managing annual reporting; complying with ATO requirements; transition to retirment and retirement income streams; contributions advice and salary sacrifices; rollovers into an SMSF; lump sum withdrawals; direct property transfers into an SMSF; investment property purchasing including LRBAs; SMSF wind up.

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