Business Details
Your Trusted Accountant in Mooroolbark
Established over two decades ago, Accountant C has been delivering personalized accounting and taxation solutions to individuals, small businesses, and self-managed superannuation funds (SMSFs) across Mooroolbark, Melbourne's eastern suburbs, and Goughs Bay. Our practice, led by registered Tax Agent Jo Sampson, prioritises clarity and approachability, translating complex financial requirements into plain language to ensure clients understand their obligations. With a focus on accuracy and attention to detail, we support micro-businesses, franchises, and tradies through payroll compliance, business registrations, and tax debt resolution. Our expertise extends to SMSF management, deceased estates, and Single Touch Payroll (STP) compliance, backed by a commitment to staying current with legislative changes.Jo's hands-on experience in business operations, combined with a client-first philosophy, ensures tailored strategies that align with individual needs. We pride ourselves on accessibility, offering on-site consultations when required and maintaining transparency in all communications. Our dedication to professionalism is underscored by adherence to the Tax Practitioners Board standards and a liability limitation scheme approved under Australian Professional Standards Legislation.
Services
Tax Returns
Bookkeeping
SMSF Management
Business Registrations
Deceased Estates
Highlights and features
- Over two decades of experience in accounting and taxation
- Specialised expertise in small business and SMSF compliance
- Personalised, jargon-free financial guidance
- Proven success in tax debt resolution and ATO negotiations
- Registered Tax Agent with TPB accreditation
Associations and certifications
- Tax Practitioners Board (TPB)
- Professional Standards Legislation
Services
Tax Returns
Comprehensive preparation and lodgement of individual and business tax returns. Our service ensures compliance with ATO requirements while identifying legitimate deductions to minimise liabilities. Expertise in handling complex scenarios including property investments and business restructuring.
Bookkeeping
End-to-end bookkeeping solutions for small businesses. We manage accounts payable/receivable, payroll processing, and financial reporting using cloud-based software. Services accommodate various formats from physical records to digital systems, ensuring accurate financial tracking.
SMSF Management
Specialised self-managed super fund administration. We provide compliance checks, annual tax returns, and legislative updates to maintain SMSF in good standing. Services include trust deed reviews and investment strategy optimisation to protect retirement savings.
Business Registrations
Complete business establishment services including ABN, GST, and PAYG registrations. We assist with company/trust structures, workcover, and payroll tax setup. Guidance on compliance obligations ensures new businesses meet regulatory requirements from inception.
Deceased Estates
Specialist support for estate administration. Services include tax file number applications, asset transfer documentation, and final tax returns. We provide compassionate assistance during difficult times, simplifying complex administrative processes for bereaved families.
People
Jo Sampson
Principal Accountant
Registered Tax Agent with 20+ years' experience. Specialises in small business compliance, SMSF management, and tax debt resolution. Known for accessible communication style and client-focused approach.
Questions
What accounting software do you work with?
We support all major platforms including Xero, MYOB, and QuickBooks, plus manual systems like shoebox accounting.
Can you help with ATO tax debt issues?
Yes, we specialise in negotiating payment plans and resolving outstanding tax liabilities for individuals and businesses.
Do you offer mobile accounting services?
We provide on-site consultations when required across Mooroolbark and Melbourne's eastern suburbs.
What SMSF services do you provide?
We handle SMSF compliance, annual returns, investment strategy reviews, and ATO correspondence.
Are you registered to handle business start-ups?
Yes, we're TPB-registered Tax Agents with expertise in new business structures and compliance requirements.
