Our Accounting and Tax package

Our typical accounting and taxation services package will include the followings:

  • Preparation of Annual Company Accounts for the Company including preparation of financial statements
  • Preparation and Lodgement of Company Tax Return
  • Monthly bookkeeping services
  • Data entry into account software
  • Bank Accounts Reconciliation
  • Profit & Loss monthly
  • Preparation and Lodgement of BAS/IAS
  • Payroll Administration
  • Preparation of monthly payroll records
  • Updating annual leave and sick leave record
  • Quarterly Superannuation administration
  • PAYG summaries (Group certificates) and annual payroll report
  • Attending and handling Company Secretarial matters including update of directors, shareholders and corporate details, preparation of board minutes, solvency resolution and annual compliance of ASIC requirements
  • Unlimited phone and email support (exclude complex tax matters)

Accounting

Rick Carson Partners is a boutique firm to offer wide range of services to different business structures. No matter you are sole trader, trust, superannuation fund, partnership or company. We are aiming to ensure compliance with relevant legislation and consolidation of group accounts.

  • Accounting system design
  • Bank account management
  • Bank transaction reports
  • Bookkeeping
  • Cloud accounting
  • Financial statements preparation
  • Management Accounting including budgeting, cash flow studies, business health check and benchmarking
  • Trust accounting
  • Training client’s accounting staff

Tax

The Australian tax system is complex and dynamic. Rick Carson Partners assist
individuals and businesses to understand and manage the vagaries of state, federal and international tax. At Rick Carson Partners we know that when it comes to tax, failing to plan is planning to fail. We can help you or your business navigate the complexities of each tax obligation so that you can minimise the impact tax has on your business decisions and meet reporting and compliance requirements while getting on with the real work of your business. Using Rick Carson Partners’ expertise across all areas of tax will ensure a thorough approach to your tax needs. We take the time to get to know your goals, while combining tax services that cover all Australian state and overseas dealings. Engage us for advice, guidance and hands-on assistance in any or all of the
following:

  • Tax planning
  • Tax structuring
  • GST and indirect taxes
  • Direct taxes
  • Fringe Benefits Tax
  • ATO dispute resolution
  • Tax audit
  • International tax
  • Payroll Tax