Tax Returns and Advisory Liverpool

Individual Tax Returns
If you haven’t lodged your own tax return yet, or are unsure of your past tax history our Liverpool team are ready to help. Our professionally accredited tax agents aim to minimize your tax burdens by reviewing your situation and using their understanding of taxation regulations. We are proficient in handling all types of individual tax returns such as those for, individual professionals, sole traders, subcontractors and investment property owners.

Partnership Tax Returns
CBD Accountants Liverpool will ensure that your partnership tax returns are timely prepared and lodged in accordance with our high professional standards. We are also able to assist with all types of taxation treatments including, but not limited to; BAS Reconciliations, depreciation schedules, motor vehicle calculations, income and loss analysis and inventory reconciliations.

Trust Tax Returns
CBD Accountants Liverpool are experienced in all types of trusts such as fixed trusts, unit trusts, family trusts, hybrid trusts, etc, and we are skilled at timely preparing trust tax returns that accurately reflect your financial situation. Our goal is to deliver you a tax return as quickly, simply and efficiently as we possibly can. Our dedicated team will ensure that all eligible deductions are identified and fund distributions and losses are appropriately recorded.

Company Tax Returns
Our experienced team has helped handle the taxation affairs for many small to medium companies that were very satisfied with the experience. We are proficient at managing your tax whether you bring in a shoe box of mixed receipts, a bank statement or an excel file, our team will easily sort through, allocate and accurately prepare a company tax return for you.

SMSF Tax Returns
CBD Accountants Liverpool has a dedicated team consisting of taxation specialists and SMSF advisers that can ensure that your super fund’s accounts, annual position statements and operating statements are accurately recorded. Through this they can then timely prepare and lodge your SMSF annual tax return with the ATO. We also believe that communication is key to a good business relationship, so we will also provide proactive tax planning advice, represent you in your dealings with the ATO and are always available should you have any questions or queries.

Tax Return for Other Entities
We understand the requirements for other entities, such as not-for-profits and are experienced in handling their taxation burdens. No matter your structuring, may it be a club, religious entity, or association, our dedicated and friendly staff will prepare tax returns that accurately depict your business situation.

Tax Planning & Advisory
We believe at CBD Accountants Liverpool, that you should not be paying more tax than you a legally obliged to. To assist with that, we offer our wealth of taxation knowledge and can discuss with you strategies to minimize your tax burden.
Our job will be to carefully asses to your situation and recommend tax planning options as well as how to utilise them. This includes, but is not limited to; salary packaging, prepayments, bad debts, depreciation claiming, income timing, tax loses, 100% franked share portfolio, CGT reductions, trading stock valuations, gifts and donations.

To discuss how we can help with your tax situation please call us, drop by our office or send an email.