Caulfield Accounting & Tax Specialists

Professional Accountants & Taxation services in Caulfield

Caulfield Accountants is a professional accountancy firm set up in Melbourne. We operate across Australia, providing our clients with the help and assistance that they need to take things that extra step further. We are best in Taxation services, accounting services and more..

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Who We Are as a Taxation Firm

Caulfield Accountants is a professional accountancy firm set up in Melbourne. We operate across Australia, providing our clients with the help and assistance that they need to take things that extra step further. Not only will you find that we are a company that listens, we are a company that learns from your needs.

Every meeting with us is built on the understanding that we will get to know your current tax issues closer than before. As we continue to build and grow our relationship, we’ll be able to offer you even better details about how we can help you grow, thrive and develop as a business.

From simple advice on your taxation needs to help you make sure that you satisfy all government requests, we are here to help. We also offer speciality services that cover all manner of your in-house needs, so contact us today if you would like to work with a taxation specialist who knows the industry well and is very passionate about it.

Business Tax Services Throughout Caufield

Goods and Services Tax, Fringe Benefits Tax and the most common, income tax.

Whilst most of us are familiar with income tax, it’s the other taxes that sometimes get lost in the daily business operations. Business Tax can be quite vast and complex if the time is not given to understand and be aware of your tax obligations as a business owner.

The Australian Taxation Office (ATO) continues to target small and medium sized enterprises that aren’t meeting their tax obligations. If your business is falling behind in regard to reporting requirements, it may be time to meet with a tax specialist to ensure your business is being driven in the right direction.

Caulfield Accountants are business tax specialists providing advice and guidance on all tax areas. Maximising profit and driving growth for your business are our goals, and we can work with you to ensure all your business tax obligations are up-to-date.

If you have let your obligations slip and find yourself receiving correspondence from the ATO, you should get in contact with our business tax accountants and lawyers at Caulfield Accountants. As an integrated accounting and legal firm we are best suited in assisting you and your business with all matters involving the ATO.

Other Business Tax Services include:

  • ATO Issues
  • Business Accounting
  • Business Tax Advice
  • Capital Gains Tax
  • Business Tax Return
  • Fringe Benefits Tax
  • Payroll Tax
  • Tax Planning


We help with lodging your small business’ company tax return, as well as making claims for possible deductions on tax and also help with drafting your financial statements for business and tax purposes.


Are you an entrepreneur or small business owner looking for streamlined online bookkeeping services? Our expert and proactive accountants do more than clean your books, they provide strategic insights and reporting to drive growth.


Our team are passionate about helping people build their dream business which is why we’ve helped thousands of small business owners just like you gain clarity and scale to new heights. Along with our dedicated and proactive accountants, our technology-driven and cloud-based solutions help streamline your accounting requirements to directly boost efficiency in daily operations and increase business growth.

Book a free financial strategy session

Speak to a specialist today

Our Three-Stage Approach


Our accountants meet with you to assess your current financial situation. In this stage, we'll clarify your current position and find out what is important to you.

Solution Plan

Working closely with you, we will create a clear and attainable financial guide that explains the positive actions that you can take to improve your situation.


We will provide consistent ongoing support through regular reviews of your financial guide to help you stay on track or change course if you feel it's needed.

Individual accounting services, wealth strategy, insurance, and financial management. Prepare and lodge your tax return with Caulfield Tax Accountants, a registered tax agent in Caulfield. Let us do the hard work, with professional advice and ensuring maximum refund and paying minimum tax.

Are you already operating or considering starting a business as a sole trader? Caulfield Tax Accountants can help as we are a 'one-stop-shop' for accounting services and tax advice for sole traders and small businesses.

accounting & bookkeeping for lawyers

Professional Services

Providing accounting, tax and business advisory to professional services industries comes naturally to Caulfield Tax Accountants. We have a large clientele of professional services clients who seek advice and knowledge specific to their industry.

Suppliers, importers, large chain stores, changing demographics, and new sales channels all just some of the current challenges for the retail industry. We help retailers find solutions to these kinds of challenges.


Caulfield Accountants' Taxation Services specialises in servicing small businesses in accounting, taxation & finance.


  • Income tax returns
  • Business activity statements
  • Fringe benefit tax returns
  • Land tax returns
  • Payroll tax returns


  • Budgets
  • Business plans
  • Cash-flow statements
  • Management accounts
  • Reports to banks for finance
  • Statutory year-end accounts


  • Home loans
  • Business loans
  • Refinancing
  • Line of credit
  • Commercial loans
  • Low document loans
  • Debt reduction
  • Construction loans
  • Leasing vehicles and equipment

Business Advisory

Building and maintaining a successful business in today’s rapidly changing environment is a balancing act. Sustaining year on year growth, while keeping up to date with commercial and legislative compliance and managing the challenges of daily business operations, places huge demands on business owners and directors.

Our specialist advisors work with you in a role to help you plan and implement contemporary business practices that will allow you to keep a close eye on the detail while not losing sight of the big picture.

Our Self Managed Super administration service can help you achieve the benefits of an SMSF by taking care of the administration and compliance of your SMSF, creating free time for you to focus on the critical job of managing the investments of your fund.

With a self-managed super fund, you are in charge of your super and where it is invested, plus you manage those investments yourself.

bookkeeping calculation of ato tax

Financial Advisory

At Hillyer, Richeswe provides comprehensive financial advice to our clients with an enthusiastic and proactive approach. Our strong team of experienced professionals will work with you towards identifying valuable solutions on how best to achieve your goals. Caulfield Tax Accountants is a Caulfield based Chartered Accounting firm offering timely and cost-effective services to both individuals and businesses. We consist of a team of accountants and business consultants dedicated to providing the highest quality accounting, taxation, bookkeeping, and business advisory services.

Book a free financial strategy session

Speak to a specialist today

Since its inception, Caulfield Tax Accountants has been at the forefront of tax and accounting, providing a broad range of services to local businesses in Caulfield. We offer Individual Tax Returns, Business Taxation and Accounting, Financial Planning, Self Managed Superannuation Funds, and Bookkeeping services.

Caulfield Tax Accountants understand Doctors and Healthcare professionals require specialist attention. Our team of experts offers friendly, industry-leading advice relating to tax, GST and compliance that will maximise your return, addressing all your financial requirements.

We have extensive experience in servicing the manufacturing industry, including the provision of accounting, information technology, and audit services, and regular periodic management reporting. Supplemented with more detailed financial analysis, this lies at the heart of astute commercial decision making.

Caulfield Tax Accountants Tax Accountants in Caulfield also specialise in helping small businesses to achieve great things. Whether you run a bar, restaurant or coffee cart, our accountants are here to offer an extensive range of accounting support services for your hospitality business.

Personal Tax Returns

The key to maximising your tax refund is knowing what you are entitled to claim as a deduction against your income and if there are any special rules regarding the claim.  We can assist in identifying all the deductions to which you are entitled, while ensuring that you comply with your record keeping obligations.

Caulfield Accountants has the required experience and skills to prepare your tax return and maximise your tax refund. The Australian Tax system is complex, so if you are finding it difficult to know what you are entitled to claim, or just need advice regarding the tax implication of a transaction, please call us  for an appointment.

Our services include,

  • Individual Tax Returns
  • Rental Property & Negative Gearing Advice
  • Installment Activity Statements
  • PAYG Variations
  • Capital Gains Tax Advice
  • Shares & Investments

So we can make the most of your tax appointment, you will need to bring the following documents and receipts with you.

  • PAYG Payment Summaries
  • Interest earned from bank accounts
  • Interest and fees on investment loans
  • Annual tax statements from property, trusts and managed investments
  • A list of work-related expenses (with receipts)
  • Receipts of charitable donations
  • Insurance (Private health Insurance, Income protection Insurance)
  • Superannuation Contributions
  • Details of your spouse (Date of Birth, Taxable Income)
  • Bank account details for your refund

We have extensive experience in financial services for medium-sized trade businesses. The services we offer are all aimed at doing what really matters – ensuring your financial growth and freeing up your time so that you can enjoy life. 

We understand what farmers require to effectively manage the finances of their farming operations. We have been a leading provider of business and financial advice, taxation, and accounting services to Primary Producers and the rural sector for more than 30 years. Enquire today to find out how we can help you with your farm.

Our experience and relationship with franchise groups give us real-time insight into franchise systems and their performance. We provide franchises with business, taxation and accounting services. We can also act as consultants to the head franchisors in setting up cloud accounting & business and structures.

At Caulfield Tax Accountants, our specialist property tax accountants in Caulfield are renowned for their property tax accounting services for property investors. Our property tax accounting and tax advice extend to the various estate planning factors including ownership and control of assets.

Why Our Bookkeeping Services And Tax Agents Are Some Of Australia’s Best

At Caulfield Tax Accountants, accountants and tax agents in Caulfield and Caulfield North VIC, we create solutions based on the specific needs of each client and take a long-term approach to provide solutions to meet all requirement, while ensuring enough flexibility to change our systems as your requirements change over time.

We can either work within your current systems and processes, or work out a new streamlined solution that will get things done quickly and easily. Our bookkeeping solutions are comprehensive and long term, freeing up your time so you can focus on running your business!

At Caulfield Tax Accountants, accountants and tax agents in Caulfield and Caulfield North VIC, we provide the highest of standards in day to day general accounting and bookkeeping, using state of the art technology such as cloud software to improve our service and your results. With our help you can improve the profitability of your business by making sure your bookkeeping is up to date and accurate. Whether you need help getting ready for BAS time, payroll services or any other financial services, give our professional team a call.

Our tax agents will help set up your accounts (balance sheet and profit & loss) in MYOB, Xero, for those who are still processing paperworks manually.

Our bookkeeping services include:

  • Accounts payable - Supplier invoices processing, maintenance, reconciliations and payment
  • Accounts receivable - Invoice generation, maintenance and reconciliations
  • Bank and credit card reconciliations
  • Debtors and creditors reporting
  • Debt collections
  • Payroll management and superannuation
  • Profit & Loss, Balance Sheet and other accounting reports
  • Accruals
  • Fixed asset register management
  • Year end accounts
  • Monthly P&L analysis
  • MYOB system customisation and implementation
  • Project catching up from manual accounting to accounting software.
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