Business Details
20 Years
experience
Trusted Accountants in Bunbury Providing Personalized Tax Solutions
Established in 2006, South West Tax Accountants has dedicated itself to providing personalized and professional accounting services tailored to individual needs. Our team combines over 15 years of collective experience in tax preparation, offering specialized expertise in income tax returns for individuals, rental properties, share transactions, and retirees. We distinguish ourselves by prioritizing client relationships, ensuring thorough attention to detail in tax lodgements and maintaining year-round availability to address client queries.Our professionals bring diverse backgrounds in banking, finance, and commercial property management, enhancing our ability to deliver comprehensive financial solutions. We are committed to demystifying tax processes and supporting clients through personalized consultations, including free initial advice for new business ventures. Located in Bunbury, we serve local and regional clients with a focus on accessibility and community engagement.
Services
Individual Tax Returns
Rental Investment Properties
FIFO Tax Returns
Business Start-up Advice
Capital Gains Tax
Sub-contractor Reporting
Course Expense Claims
Details
- Year established: 2006
Highlights and features
- We offer 15+ years of combined tax expertise with personalized service
- Our team provides year-round support for tax queries and compliance
- Specialized knowledge in FIFO worker tax returns and investment properties
- Free initial consultation for new business ventures
- Local Bunbury accountants with diverse financial industry experience
What people say
Personalized service
Tax expertise
Year-round support
FIFO specialisation
Happy clients
Services
Individual Tax Returns
We prepare comprehensive income tax returns for individuals, ensuring compliance and maximising legitimate deductions. Our accountants specialise in complex scenarios including share transactions and investment properties. With tailored advice, we help clients understand their obligations while optimising tax outcomes.
Rental Investment Properties
Our property tax specialists handle rental income reporting, depreciation schedules, and expense claims. We ensure compliance with ATO requirements while identifying tax-saving opportunities. From single properties to portfolios, we provide strategic advice to property investors throughout the year.
FIFO Tax Returns
We specialise in tax returns for FIFO workers, addressing unique deductions for travel, accommodation, and work-related expenses. Our team stays updated on ATO rulings to ensure accurate claims while maintaining compliance. Clients receive tailored guidance to maximise refunds specific to mining and resources sector employment.
Business Start-up Advice
We offer strategic guidance for new businesses including entity selection, ABN registration, and financial structuring. Our first-hour free consultation helps entrepreneurs understand tax obligations and set up effective accounting systems. We provide ongoing support for bookkeeping, BAS lodgements, and growth planning.
Capital Gains Tax
Our specialists calculate capital gains liabilities for share portfolios and property investments. We apply current tax laws to minimise exposure while ensuring compliance. Clients receive clear explanations of CGT implications for asset sales, including main residence exemptions and small business concessions.
People
Andrea Van Herk
Senior Accountant
Bachelor of Business in Accounting with 3 years' tax experience following 15 years in banking. Specialises in personal taxation and client-focused financial solutions.
Kristal Carter
Accountant
Studying Bachelor of Business in Accounting while preparing tax returns for individuals and entities. Focuses on financial statements and compliance reporting.
Luke Blair
Accountant
Business accounting specialist with commercial property management experience. Advises SMEs on financial obligations and business prospect analysis.
Emily Manifis
Office Manager
3 years' administration experience supporting firm operations. Pursuing Certificate III in Business while managing office logistics and client communications.
Questions
What accounting services do you specialise in?
We focus on individual tax returns, rental property reporting, FIFO worker tax, business start-ups, and capital gains calculations.
Do you offer free initial consultations?
Yes, we provide a free first-hour consultation for new business ventures and tax planning discussions.
Are you available outside tax season?
Our team offers year-round support for tax queries, financial planning, and business advisory services.
How do you handle FIFO worker tax returns?
We specialise in mining sector tax returns, claiming legitimate work-related expenses for fly-in fly-out arrangements.
Can you help with investment property tax?
Yes, we prepare rental income returns and advise on property depreciation, interest deductions, and maintenance claims.
