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Glen Waverley, VIC 3150 0407 717 224 info@taxexcellence.com.au
Registered Tax Agent Xero Certified Advisor

Taxation & Accounting Services

Tailored Australian taxation strategies, SMSF compliance, and corporate business growth advice.

Explore Our Full Range of Services

We cater to individuals, sole traders, partnerships, family trusts, SMSFs, and proprietary limited companies across Melbourne and Victoria.

Tax Returns Services

Tax Returns

ATO Registered

Maximise your tax refund with registered tax agents. Fast lodgment for individuals, contractors, rental property owners, and businesses.

  • Individual & Salary Earner Lodgments
  • Sole Trader & Contractor Expenses
  • Rental Property Negative Gearing
  • Capital Gains (CGT) & Crypto Discounts
SMSF Services

SMSF Services

Superannuation

Take control of your superannuation. End-to-end SMSF setup, deed creation, annual financial accounts, tax returns, and audit coordination.

  • SMSF Trust Deed Establishment
  • Annual ATO Financial Statements
  • SIS Act Regulatory Compliance
  • Independent ASIC Audit Coordination

Business Advisory

Strategic CFO

Proactive financial guidance, virtual CFO services, cashflow forecasting, and margin improvement strategies for growing Australian SMBs.

  • 13-Week Cashflow Projections
  • Profit Margin & Cost Analysis
  • Virtual CFO Executive Advisory
  • Corporate Restructuring & Valuations
Business Startup Services

Startup Package

New Business

Launch your business seamlessly with ABN, TFN, GST, and PAYG registrations plus optimal entity structure advice (Company/Trust).

  • Sole Trader vs Company Advice
  • ABN, TFN, GST & PAYG Setup
  • ASIC Proprietary Company Setup
  • Xero Cloud Bookkeeping Setup

We Come To You

Mobile Agent

Our registered tax agents visit your residence or workplace across Glen Waverley and Greater Melbourne for total convenience.

  • On-Site Home or Office Visits
  • Flexible Evening & Weekend Times
  • Mobile Document Scanning & ATO Sync
  • Zero Travel Surcharges

Tax Planning

Asset Shield

Strategic pre-June 30 tax minimization reviews, trust distribution resolutions, quarterly BAS/IAS lodgments, and asset protection.

  • Pre-June 30 Tax Strategy Reviews
  • Family Trust Distribution Minutes
  • Quarterly BAS & IAS Lodgments
  • ATO Audit Shield Representation

How We Serve Our Clients

A seamless 4-step workflow designed for fast lodgment and maximum tax efficiency.

1

Discovery Call

We discuss your individual or business financial situation, income streams, and goals.

2

Document Review

You send us receipts/income statements or we visit your office for an in-person review.

3

Tax Minimisation

We calculate and apply every legitimate ATO work deduction and tax credit available.

4

Final Lodgment

We lodge directly with the ATO and ensure your refund is deposited into your account fast.

Need Expert Taxation Advice?

Contact Melbourne's trusted registered tax agents today for personalized guidance.

Call 0407 717 224