Business Details
12 Years
experience
Your Trusted Accounting Partner in East Perth
We are a boutique accounting firm dedicated to providing personalized tax and financial services tailored to individual and business needs. With decades of combined experience, our team specialises in tax compliance, self-managed superannuation funds, business structuring, and corporate secretarial services. Our approach focuses on building long-term relationships through direct communication, ensuring clients receive practical advice and timely support. We prioritise accuracy in tax returns, GST obligations, and financial reporting while offering strategic guidance for business growth.Our commitment to staying updated on regulatory changes allows us to deliver proactive solutions that enhance client outcomes. By maintaining a small-firm ethos, we guarantee accessibility and transparency, with clients always speaking directly to their assigned advisor. Our expertise spans bookkeeping, FBT returns, entity setup, and compliance audits, supported by a network of trusted legal and financial partners. We pride ourselves on competitive pricing and flexible invoicing options, making professional accounting services accessible to all clients.
Services
Income Tax Returns
BAS/GST
Fringe Benefits Tax
ATO Registrations
Financial Statements
Entity Setup
Details
- Year established: 2014
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services.
- Our team provides direct, receptionist-free communication with your assigned advisor.
- We specialise in tax compliance, SMSF management, and business structuring.
- Competitive rates with flexible invoicing options tailored to client needs.
- We maintain proactive compliance through timely updates on tax regulation changes.
Associations and certifications
- Registered Tax Agent
- CPA Australia
Services
Income Tax Returns
We prepare accurate income tax returns for individuals and businesses, ensuring all eligible deductions are claimed. Our process includes reviewing financial records, identifying tax-saving opportunities, and submitting returns within ATO deadlines. Clients receive clear explanations of their obligations and entitlements.
BAS/GST
Our team manages Business Activity Statements and GST obligations, ensuring timely and error-free submissions. We calculate tax liabilities, reconcile accounts, and provide guidance on GST registration requirements. This service helps businesses maintain compliance while avoiding penalties.
Fringe Benefits Tax
We assist businesses in preparing and lodging Fringe Benefits Tax returns, calculating taxable values of employee benefits. Our service includes advising on FBT exemptions, record-keeping requirements, and strategies to minimise tax liabilities associated with employee perks.
ATO Registrations
We handle ATO registrations for ABN, TFN, GST, and other tax identifiers on behalf of clients. This includes preparing necessary documentation, submitting applications, and providing ongoing guidance to ensure businesses meet their tax obligations from inception.
Entity Setup
We advise on and establish Pty Ltd companies, trusts, and partnerships tailored to client goals. Our service covers structure selection, compliance documentation, and registration processes, ensuring businesses start with a tax-effective and legally sound foundation.
People
Tina Lewis
Director
With over 30 years in accounting, Tina leads our tax advisory services. She has worked with firms like Arthur Andersen and FW Cuzens before founding Books Ledgers & Tax in 2014.
Delys Sherry
CPA
Delys brings 25 years of SME financial management experience. A CPA member, she specialises in statutory reporting and compliance, ensuring clients meet their financial obligations accurately.
Questions
What accounting services do you offer?
We provide tax returns, GST/BAS preparation, FBT returns, ATO registrations, financial statements, SMSF compliance, and business entity setup.
How are your services different from larger firms?
As a boutique firm, you'll work directly with experienced advisors without call centres. We prioritise personalised service and rapid response times.
Do you handle SMSF audits?
We prepare SMSF tax returns and coordinate external audits through trusted partners to ensure compliance with regulatory standards.
Can you assist with business setup?
Yes, we advise on optimal structures (company, trust, partnership) and handle registrations, compliance documentation, and tax obligations.
What are your office hours?
We're available Monday to Thursday, 9:30 AM to 2:30 PM. Emergency after-hours support is available upon request.
