Tax Assistance From an Accountant for Your Situation
A tax notice, an overdue return, a growing pile of records or a business decision can leave you unsure where to begin. Financially Up provides tax assistance from an accountant to help individuals and businesses understand the issue, identify the information needed and discuss a sensible next step. The work depends on your circumstances and what the records show.
What do you need help with?
Start with the problem you are trying to solve. You do not need to know the name of the service before contacting us. Some issues call for a return or activity statement to be prepared. Others need a review of records, an explanation of an ATO notice or advice before a transaction.
Tax returns, overdue lodgments and ATO correspondence
If a return or business activity statement is outstanding, first establish which periods and obligations need attention. Gather any ATO correspondence, previous returns, income information and available records. We can discuss what is missing, help organise the work and explain the next step for preparation or lodgment.
For personal returns, explore our individual tax services. Business tax and BAS matters may fit our business services. If you have an ATO letter, bring the whole notice and its stated response date to the appointment.
Business setup and tax decisions
Starting a business, choosing how to operate or considering a change to an existing structure raises questions about ownership, registrations, administration and tax. The right approach depends on the activity, the people involved and future plans. We can discuss the tax and accounting considerations and identify when legal advice is needed for documents or arrangements. It is useful to ask before implementing a significant change, while options can still be considered.
A tax debt or a question about what you owe
A balance may involve a recent assessment, several reporting periods or payments that need checking. We can review the notices and account information you provide, identify whether lodgments are current and discuss available next steps.
If you are having difficulty paying, the ATO may allow eligible taxpayers to enter a payment plan. The ATO decides whether a plan can be put in place and on what terms. Tax debts on a payment plan generally continue to accrue general interest charge, which compounds daily, until the balance is cleared. We cannot promise a payment arrangement, reduction or remission.
Records, bookkeeping and cash flow
If your books are behind, begin by identifying the periods affected, the accounts used and the transactions that need support. Reconciled records can make reporting more reliable and give you a clearer picture of money coming in and going out. We can discuss what needs to be brought up to date, the information missing and whether ongoing bookkeeping or periodic reporting would be useful. Completion time depends on the quality and volume of the records.
Our bookkeeping services may be relevant if the immediate problem is incomplete business records. We can also discuss accounting help for business owners who need more useful reports for decisions, without promising a particular business outcome.
What to prepare before an appointment
Bring the documents you have, even if some are incomplete. We can then identify the gaps. Depending on the problem, useful items include:
ATO notices, letters and assessment notices
Including any reference numbers and due dates.
Income statements, payment summaries or bank statements
Covering the relevant financial years or quarters.
Expense receipts, invoices and contractor or supplier records
Where deductions or input tax credits are in question.
Accounting software files or reports
Profit and loss, balance sheet, trial balance or general ledger if available.
Trust deeds, company constitutions, partnership agreements or loan agreements
For business and entity matters.
Avoid guessing figures merely to complete a record. Explain what is uncertain so it can be reviewed. Effective tax support for individuals and businesses begins with an accurate picture of the facts, not an assumption about the result.
What to expect when you contact us
We first clarify the issue and the immediate decision or deadline, then discuss the work that may be appropriate. That may mean preparing a return, reviewing business records, considering tax implications or helping you understand what information an ATO request seeks. We explain the proposed scope before the work proceeds.
Where an issue requires legal, insolvency or licensed financial product advice, we will explain that boundary and identify the need for an appropriately qualified adviser.
Financially Up Pty Ltd is a Registered Tax Agent with more than 10 years of experience and a team that includes CPA and IPA professionals. We support clients Australia-wide through online appointments, with in-person appointments available where appropriate. An initial conversation can help establish whether our tax and accounting services fit your issue.
Registered Tax Agent
Authorised tax agent with direct ATO portal lodgment and representation privileges.
CPA & IPA Certified
Experienced senior accountants and CPAs with over a decade of practice.
Australia-Wide Service
Seamless 100% online appointments nationwide, with in-person options available.
Clear Engagement Scope
Agreed terms, transparent guidance, and no hidden commitments upfront.
Frequently asked questions
Straightforward answers to common questions regarding overdue returns, ATO notices, payment plans, and bookkeeping.
First, identify which years are missing and assemble whatever records you have for those periods. Contact an accountant to review what information is needed to prepare the returns.