Business Details
19 Years
experience
Your Trusted Accountants in Hervey Bay, QLD
Established in 2007 by Julie Morrison, Accounting & Tax Matters is a family-run accounting firm based in Hervey Bay, QLD. Our home-based business operates with a small support team, ensuring clients receive personalized attention directly from Julie herself. Specialising in accounting and tax services for individuals and small businesses, we prioritise understanding each client's unique circumstances to reduce tax liabilities and support business growth. With over 20 years of experience, Julie holds a Bachelor of Business (Accounting) and Graduate Diploma of Taxation, is a Certified Practicing Accountant, Tax Agent, and Justice of the Peace.Our team combines technical expertise with a community-focused approach, offering tailored solutions for diverse professions including nurses, teachers, FIFO workers, and small business owners. We utilise leading accounting software such as Xero, MYOB, and QuickBooks to streamline bookkeeping and BAS preparation. As active community members, we contribute to local initiatives like parkrun and maintain strong ties to Hervey Bay. Our commitment to transparency, accuracy, and client-centric service has earned us a reputation for reliability and excellence in tax and accounting matters.
Services
Basic Individual Tax Returns
Complex Individual Tax Returns
Business Tax Returns
Self Managed Super Fund Services
Bookkeeping Solutions
Details
- Year established: 2007
Highlights and features
- We offer 20+ years of CPA-qualified tax expertise.
- Our clients receive direct, personalised attention from Julie.
- Specialists in complex returns for sole traders and subcontractors.
- Certified partners with Xero, MYOB, and QuickBooks software.
- Deep local knowledge serving Hervey Bay and surrounding areas.
Associations and certifications
- CPA Australia
What people say
Quick service
Affordable price
Flexible hours
Fantastic support
Friendly, helpful
Services
Basic Individual Tax Returns
Prepared by CPA-qualified tax agents, our basic individual tax returns maximise refunds through comprehensive deduction claims. We serve diverse professions including nurses, teachers, and retail employees. Clients benefit from 20+ years of expertise ensuring compliance and optimal outcomes.
Complex Individual Tax Returns
Expert handling of complex returns for sole traders, subcontractors, and those with rental properties, shares, or foreign income. We minimise tax liabilities while ensuring compliance. Our team specialises in navigating intricate tax scenarios with precision and strategic planning.
Business Tax Returns
Comprehensive tax solutions for partnerships, trusts, and companies across industries like hospitality, construction, and transport. We prepare financial statements and returns while advising on optimal business structures for tax efficiency and growth.
Self Managed Super Fund Services
End-to-end SMSF services including financial statements, tax returns, and audit coordination. We collaborate with specialist auditors to ensure compliance. Clients receive strategic advice to manage retirement savings effectively within regulatory frameworks.
Bookkeeping Solutions
Xero Silver Partner and MYOB Professional Partner offering bookkeeping from data entry to BAS lodgement. We streamline financial processes using cloud accounting software, allowing businesses to focus on operations while maintaining accurate, up-to-date financial records.
People
Julie Morrison
Owner & CPA
Bachelor of Business (Accounting) and Graduate Diploma of Taxation. CPA, Tax Agent, and Justice of the Peace with 20+ years' experience. Active community member involved in parkrun and local organisations.
Anita
Administration Manager
Experienced administrator originally from Tasmania. Specialises in organising financial records and client support. Active in community engagement and local business networking.
Questions
What accounting software do you work with?
We are certified partners with Xero (Silver Partner), MYOB (Professional Partner), and QuickBooks (ProAdvisor) for comprehensive software solutions.
Do you offer after-hours appointments?
Yes, by appointment during tax season for all days except Friday.
What areas do you service?
Primarily Hervey Bay, with clients across Queensland including Scarness and surrounding regions.
Can you handle complex tax situations?
Yes, we specialise in complex returns for sole traders, subcontractors, rental properties, and foreign income.
Are you qualified tax professionals?
Julie is a Certified Practicing Accountant and registered Tax Agent with 20+ years' experience.
Reviews (1)
Melanie Corrie
Sep 28, 2018
Report
Great service. Explained everything clearly and took the time to understand my situation and got the best results for my tax return.
