Business Details
Trusted Accounting & Tax Solutions in Kew East
Vantage Tax & Business Services focuses on delivering tailored accounting and taxation solutions for small to medium enterprises. Our philosophy centers on providing practical advice and exceptional client service, treating clients as we would expect to be treated ourselves. With a stable team including a director and senior staff boasting over 20 years of combined experience, we foster strong client relationships through direct communication and prioritized service. As an emerging accounting practice, we go beyond compliance, offering proactive strategies for businesses at any stagefrom startups to established enterprises. Our disciplined approach emphasizes promptness, cost-effectiveness, and straightforward guidance, ensuring clients receive expert advice at reasonable prices.All accounting staff hold CPA accreditation, with ongoing monthly training to stay current on tax regulations. We pride ourselves on accessibility, reliability, and responsiveness, setting ourselves apart through our deep industry knowledge and commitment to continuous technical development. Our services span financial statements, business structuring, asset protection, compliance advice, and strategic tax planning. We partner with clients to optimize business value through open, honest conversations and a thorough understanding of their unique circumstances. By combining accounting expertise with insurance brokerage partnerships, we offer comprehensive solutions that address both financial and risk management needs.
Services
Tax Services
Business Advisory
Virtual CFO
SMSF Management
Property Investment
Negative Gearing
Insurance Solutions
Bookkeeping
Audit Protection
Financial Planning
Highlights and features
- We offer 20+ years of combined experience in accounting and tax strategy
- Our CPA-accredited team provides technically sound, up-to-date advice
- We implement proactive solutions for tax minimization and business growth
- Our virtual CFO services deliver high-level financial guidance at accessible rates
- We guarantee personalized service with direct access to senior staff
Associations and certifications
- CPA Australia
What people say
Exceptional client service
Great business partner
Utmost level of accounting advice
Available to discuss needs
Smooth transition of companies
Services
Tax Services
Our comprehensive tax services help businesses minimize liabilities while maintaining ATO compliance. We specialize in strategic tax planning, capital gains tax calculations, and business structure optimization. Our team stays current with legislative changes to ensure legitimate tax savings opportunities are identified and implemented, including property investment tax strategies and SMSF-related tax planning.
Business Advisory
We provide tailored business advisory services covering financial statements, cash flow projections, and growth strategies. Our expertise includes business structuring, asset protection, and compliance advice. We help clients with ASIC obligations, purchase/sale of businesses, and benchmarking through KPI analysis, ensuring informed decision-making aligned with long-term business objectives.
Virtual CFO
Our virtual CFO services deliver high-level financial guidance without full-time executive costs. We offer financial statement analysis, budget forecasting, and risk management strategies. This service supports business owners with cash flow optimization, operational efficiency improvements, and strategic decision-making through regular financial performance reviews and tailored advisory sessions.
SMSF Management
We specialize in SMSF establishment, compliance, and investment strategy. Our services include fund administration, tax return preparation, and property investment structuring through superannuation. We help clients understand their obligations while maximizing retirement savings potential through strategic property acquisitions and tax-effective pension planning.
Insurance Solutions
Partnering with leading brokers, we offer comprehensive insurance solutions tailored to business needs. Our services cover business interruption, liability coverage, and cyber risk protection. We provide contract risk analysis, claims assistance, and ongoing policy reviews to ensure coverage aligns with evolving business requirements and contractual obligations.
People
Nick
Director
With over 20 years' experience, Nick leads our team in delivering expert accounting solutions. He specializes in tax strategy and business advisory services, maintaining direct client relationships to ensure personalized service and strategic guidance for business growth and compliance.
Questions
What accounting services do you offer for small businesses?
We provide tax returns, financial statements, compliance advice, cash flow projections, and business structuring services tailored to SMEs.
How can you help with tax minimization strategies?
Our team develops legitimate tax planning strategies including property investment structuring, SMSF optimization, and business expense management to reduce taxable income.
Do you offer virtual CFO services for growing businesses?
Yes, our virtual CFO services provide strategic financial guidance including budgeting, risk management, and growth planning at accessible rates.
What SMSF services do you provide?
We offer SMSF establishment, compliance management, property investment structuring, and retirement planning services with expert ATO compliance guidance.
How do you handle business insurance needs?
We partner with leading brokers to provide tailored insurance solutions covering business interruption, liability, cyber risks, and industry-specific coverage requirements.
What areas do you service?
We operate from Kew East and Mentone, serving Melbourne businesses with in-person and virtual advisory services across Victoria.
Videos
Reviews (3)
Michael Polis
Feb 04, 2021
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Positive:Professionalism,Responsiveness,Value
I have known Danny and the Vantage TBS team for over 20 years. I value them for their exceptional Finance and Tax expertise, their personalised service and most of all the fact that I can TRUST they are looking after my best interests. I cannot recommend them highly enough. Michael.
I have known Danny and the Vantage TBS team for over 20 years. I value them for their exceptional Finance and Tax expertise, their personalised service and most of all the fact that I can TRUST they are looking after my best interests. I cannot recommend them highly enough. Michael.
Charles Tetaz
Jul 16, 2020
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Danny has managed my financial advice for many years. Trustworthy & practical advice. Good team to work with.
Voodooink
Oct 25, 2019
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Danny and the gang are the best accountants ive ever worked with. Great attention to detail, easy communication of their concepts, and they make sure to educate you as best they can. Very professional firm highly recommend their services
