Business Details
22 Years
experience
Trusted Tax and Accounting Services in Mortdale
Established in 2004, Poniris and Co and Co has built a reputation for delivering expert tax and accounting services with a personal touch. Our team of certified tax agents brings decades of combined experience in navigating complex tax regulations, ensuring compliance, and maximising client entitlements. We specialise in handling individual and business tax returns, BAS lodgements, trust structures, and SMSF documentation, with a particular focus on resolving disputes, audits, and cross-border tax obligations.Our approach prioritises transparency, client education, and long-term financial planning, supported by a commitment to ethical standards and continuous professional development. With clients across Australia and internationally, we combine local expertise with the capability to address global tax challenges.
Services
Personal Tax Returns
Business Tax Services
Trust Accounting
SMSF Compliance
Tax Dispute Resolution
BAS Lodgements
New Business Consultation
ATO Audit Support
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of experience in tax accounting and dispute resolution
- Personalised service tailored to individual and business needs
- Specialise in complex cases including cross-border tax obligations
- Complimentary 1-hour consultation for new business owners
- Nationwide service with international client support capabilities
Associations and certifications
- Tax Practitioners Board
What people say
1000+ Happy clients
Countless hours saved
Professional and reliable
Resolved ATO issues
Personalised approach
Services
Personal Tax Returns
We prepare and lodge personal tax returns for straightforward to complex cases, including rental properties, capital assets, and investment portfolios. Our service ensures maximum eligible claims while maintaining ATO compliance. Clients receive expert guidance to avoid mistakes and optimise refunds.
Business Tax Services
Specialising in sole traders, partnerships, and Pty Ltd companies, we manage tax obligations including BAS lodgements, payroll tax, and financial statements. Our approach combines compliance with strategic advice to support business growth and regulatory adherence.
Trust Accounting
We handle trust tax returns, income distribution statements, and compliance documentation. Our expertise minimises penalties through accurate reporting of capital gains, depreciation, and beneficiary allocations, ensuring adherence to evolving tax laws.
SMSF Compliance
Our SMSF services include annual return lodgement, investment strategy review, and compliance audits. We help clients manage self-managed super funds while maintaining tax law compliance, balancing control with regulatory requirements.
Tax Dispute Resolution
We assist with ATO audits, objections, and debt negotiations, providing expert representation to resolve disputes efficiently. Our team handles complex cases including historical tax arrears and cross-border compliance issues, prioritising client outcomes.
People
Kara Vikatos
Tax Agent
With over 20 years' experience, Kara specialises in complex tax cases and dispute resolution. She leads client consultations and oversees compliance processes, combining technical expertise with a focus on clear communication and practical solutions.
Questions
What accounting services do you offer?
We handle personal tax returns, business accounting, trusts, SMSF compliance, and ATO dispute resolution for clients Australia-wide and internationally.
How do you handle complex tax situations?
Our team specialises in complex cases including cross-border tax obligations, historical returns, and ATO audits with tailored solutions.
Can you help new businesses?
Yes, we offer a free 1-hour consultation to help new businesses establish proper accounting systems and tax structures.
How do you ensure compliance?
We stay updated with tax law changes and maintain TPB registration, ensuring all services meet current regulatory standards.
What records should I keep?
We advise on required documentation including receipts, financial statements, and asset records tailored to your specific circumstances.
