Taxpoint Accounting

Business Details

31 Years

experience

Your Trusted Partner for Accounting & Tax Solutions

Taxpoint Accounting has been delivering expert accounting and tax services to businesses and individuals across Australia for over 30 years. Our team of qualified professionals combines hands-on experience with cutting-edge technology to provide tailored financial solutions that support growth and compliance. We prioritise transparency, innovation, and clear communication, ensuring clients receive personalised advice and ongoing support. With a dedicated client manager assigned to every account, we maintain a proactive approach to financial management, offering monthly check-ins and 24/7 accessibility.

Our expertise spans business advisory, tax planning, bookkeeping, and corporate services, catering to startups, SMEs, and high-net-worth individuals. By fostering long-term relationships built on trust and integrity, we empower clients to focus on their core operations while we handle their financial obligations with precision and care.

Services

Tax Planning Bookkeeping Business Advisory Corporate Services Express Tax Returns

Details

Year established: 1995

Highlights and features

We offer 30+ years of experience in accounting and tax advisory services.
Our team provides tailored financial solutions with a personal touch.
Dedicated client managers ensure ongoing support and monthly check-ins.
We combine cutting-edge technology with hands-on industry expertise.
Specialised services for startups, SMEs, and high-net-worth individuals.

What people say

Friendly and informative Impeccable results Personal service Hassle-free process Great tax returns

Website

Update Listing

Services

Tax Planning

Our tax planning services help individuals and businesses optimise their financial strategies to minimise tax liabilities while maintaining compliance. We analyse income streams, investments, and business structures to identify legitimate deductions and credits. With proactive year-round advice, we ensure clients maximise returns without compromising ATO compliance standards.

Bookkeeping

Professional bookkeeping services maintain accurate financial records using cloud-based software for real-time transaction tracking. We manage accounts payable/receivable, payroll processing, and reconciliation to ensure financial clarity. Regular reporting helps businesses monitor cash flow and prepare for tax obligations efficiently.

Business Advisory

Tailored business advisory services support strategic decision-making through financial analysis and operational guidance. We assist with entity structuring, budgeting, and growth planning while providing insights into industry-specific challenges. Our goal is to enhance profitability and long-term sustainability for growing enterprises.

Corporate Services

Comprehensive corporate services cover company incorporation, ASIC compliance, and financial statement preparation. We handle trust and SMSF establishment, along with ongoing corporate secretarial duties. Our expertise ensures businesses meet regulatory requirements while maintaining efficient financial operations.

Express Tax Returns

The express tax return service completes individual returns during on-site appointments for eligible clients. Designed for straightforward financial situations, this service provides immediate lodgement without compromising accuracy. Availability is subject to specific eligibility criteria and documentation requirements.

People

Claudia Haddad

Principal Accountant

With over 20 years in accounting, Claudia leads Taxpoint's tax advisory services. A former IPA Victoria president, she specialises in cross-industry tax planning and client relationship management. Her approach combines technical expertise with a focus on personal connections.

Diego Ponne Gonzalez

Tax & Financial Accountant

Diego brings 20+ years of financial reporting and taxation experience. His expertise covers variance analysis and business advisory services. A former university lecturer, he excels at explaining complex financial concepts in accessible terms for business owners.

Liliana Munoz Rodriguez

Admin Assistant

Liliana manages data processing and administrative operations. With a background in environmental consultancy, she applies systematic approaches to client documentation and compliance processes, ensuring efficient service delivery.

Fernando Lopez Rossi

Senior Data Processor

Fernando oversees data management and client file organisation. His client-centric approach focuses on understanding individual business needs to provide targeted administrative support, maintaining Taxpoint's high service standards.

Questions

What accounting services do you offer for small businesses?

We provide bookkeeping, financial projections, tax returns, BAS/GST lodgement, and business advisory services tailored to SMEs.

Do you offer express tax return services?

Yes, our express service completes individual tax returns on-site for eligible clients with straightforward financial situations.

Can you assist with mortgage and loan applications?

We partner with major banks to provide referral services for residential and commercial property mortgages and equipment loans.

Are your services available outside regular business hours?

Appointments can be arranged outside standard hours to accommodate client needs.

What industries do you specialise in?

We work with clients in health, technology, engineering, government, and construction sectors, among others.

Reviews (4)

Write a Review

Greg McPherson

Jul 21, 2021 Report

Claudia brings a warmth and connection to her clients that is rare in the finance industry. There is no doubt, she is an expert but what sets her apart from peers is an understanding of how to help clients achieve goals that effect both their business and personal life. Can you look forward to doing your Tax Return? With Claudia, yes you can.

Terrence Ossie Ossie Services

Jul 15, 2021 Report

Great service, excellent bookkeeping and tax advice. The team takes care of compliance and all other stuff including adminsitration, scanning documents for my business and I have time to focus to grow my business. I highly recommend Taxpoint to anyone who needs tax or bookkeeping needs. They are a bit more priced than other cheap accountants, but you can't compare the quality of the work. and bigger refund.
Claudia has a lot of experience like 25-30 years and she is awesome! Thanks so much for your services. My business is better organised because of your help.

Terrence Thomas

Jul 12, 2021 Report

Claudia and her team are very passionate professionals regardless how much you pay for the services. I received the best tax advice and in a seamless process, they lodged 5 years of overdue tax returns without getting a fine. Amazing work and very knowledgeable accountants. If you are looking for changing accountants for this tax season, do not hesitate to give a go with Taxpoint Accounting! Best ever tax accountants in Melbourne.

Anneka Studio Filigree

Jun 07, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Best accountant ever. Claudia is taking care about you and your business, never mind if you are a sole trader or a employee, she is always open to give best advice also as a person and as a professional is excellent.