Tax accountant
for Coogee.
Employment income, consulting work, a business or a rental property. Bring the different parts of your tax position together with clear advice on the records and work required.
If you live or run a business in Coogee, your annual tax work may involve more than a salary statement. Consulting income, business expenses and an investment property can each require different records. Target Advisory helps you organise the information, identify the matters needing review and complete the work agreed in your engagement.
We offer video appointments for Coogee, South Coogee and nearby Clovelly. Our office is in North Sydney, with in-person meetings by prior arrangement. You can discuss the work with Vishal directly and confirm the fee before getting started.
When your income comes from more than one place
Employment and consulting work
A professional moving between employment and independent work needs the arrangements understood before the return is prepared. Tell us who pays you, what the contract involves, how invoices are issued and whether the work is carried out through an entity.
We can review the tax questions raised by your circumstances, including where personal services income rules need consideration. Our guide to contractor income and PSI sets out the kinds of information relevant to that discussion. The appropriate treatment depends on the actual arrangements.
A business you operate around other commitments
For a sole trader or owner running a small company, it helps to have a consistent way of capturing income and costs. We agree who reconciles the accounts, which supporting documents are needed and whether BAS and annual tax preparation will be handled together.
If the record-keeping needs attention first, we can scope a cleanup or ongoing bookkeeping service. We explain what work is required before quoting for additional periods or entities.
Rental property information
If a rental property forms part of your return, let us know about changes in ownership, borrowing or how the property was used. Have the relevant agent statements, expense records and transaction documents available. We confirm the scope of the property review rather than assume that the previous year’s treatment still fits.
What Coogee clients can prepare before the first conversation
A short outline of your circumstances is enough to start. You can explain which of the following apply, and we will confirm what documents are needed during onboarding:
- Salary income alongside freelance, consulting or other business income.
- The entity receiving business income and the accounting system in use.
- Any property bought, sold, rented out or used differently during the year.
- Business and personal spending recorded through the same account.
- Outstanding returns, BAS or correspondence with an approaching deadline.
For a business with seasonal trading, it can also help to bring a monthly view of sales and costs. An annual total may not explain when cash became tight or how much money was committed before the busier period.
Annual returns or support throughout the year
You can engage us for a one-off individual return or agree ongoing business support. The right arrangement depends on the records, number of entities and frequency of work. The proposal confirms the inclusions, responsibilities and total payable before you engage us.
For a consulting business in South Coogee or an owner working from Clovelly, regular support may mean keeping the accounts current and dealing with queries before the annual return. For someone with an organised individual tax file, annual preparation may be sufficient. Review our tax fees and package inclusions to see the available starting points.
A direct relationship with your accountant
You will work with Vishal Bishnoi, CA, Principal and Director of Target Advisory. We explain the information needed, discuss issues arising from the review and seek your approval before lodgement. If a particular transaction needs additional advice, we confirm that scope with you.
Questions before booking
Is Target Advisory based in Coogee?
Our office address is in North Sydney. We provide online tax and accounting support to Coogee clients, with video meetings available and North Sydney meetings by prior arrangement.
Can I arrange only an individual tax return?
Yes. You do not need a monthly business package. Tell us about your income sources and circumstances so we can confirm the work and fee.
Can you review my contracting arrangements?
We can assess the accounting and tax questions within our agreed scope. Bring the contract and an explanation of how the work is actually performed. We identify any matter that requires separate professional advice.
What if I need support elsewhere in the east?
See our Eastern Suburbs tax and accounting services for how we work with business owners around Randwick, Maroubra and the southern coastal suburbs.
Start with your circumstances.
Tell us what has changed, what needs lodging and when. We will help you work out a practical next step.
