Keystone taxation and business advisors

CHARTERED ACCOUNTANTS, TAXATION AND BUSINESS ADVISORS

At Keystone we understand that every client has unique financial needs. Our Melbourne-based team of qualified accountants and tax specialists work closely with individuals and businesses to deliver personalised accounting solutions.


From tax preparation and compliance to strategic business planning, we're here to simplify your finances and help you achieve your goals.

Contact Us

Let’s Build Your Financial Future — Together

Whether you're an individual needing tax support or a business ready to scale, Keystone is here to guide you every step of the way.

Explore Our Expertise

Expert Accountancy Services You Can Trust

Accounting & Tax

Making tax and finance simple through expert advice and year-round support.

Business Taxation

Strategic tax support to keep your business compliant, efficient, and financially strong.

Self-Managed Super Funds

End-to-end SMSF setup, compliance, and advice to help you take control of your retirement.

Payroll & Bookkeeping

Accurate, ATO-compliant payroll and bookkeeping services so you can focus on growing your business.

Lending

Tailored lending solutions for home, business, or investment — backed by smart financial advice.

Contact Us Today

Need guidance on your taxes or business finances? Our experts are here to help — get in touch today.

Why Choose Us

Melbourne-Focused, Australia-Wide Expertise

We understand local market conditions and regulations, giving you an edge whether you're based in the CBD, the suburbs, or expanding nationwide.

Personalised Service

We treat every client like a partner — no cookie-cutter advice here.

Proactive & Strategic

Forward-thinking insights to help you grow with confidence.

Transparent Pricing

Transparent quotes. No hidden fees. No unexpected costs.

Smart Accounting

Modern tools and expert support to simplify your finances.

Frequently asked questions

Got Questions? We've Got Answers

Have a question? We’ve answered some of the most common ones below.

  • What are the deadlines for lodging my individual tax return?

    Individual tax returns must be lodged by 31 October each year for the previous financial year ending 30 June. However, when you engage Keystone as your registered tax agent, you automatically receive an extension to 15 May the following year, providing additional time for thorough preparation and optimisation of your return.

  • Is it worth using a professional accountant for my tax return?

    Professional tax preparation ensures you claim all available deductions whilst maintaining perfect compliance with ATO requirements. Our chartered accountants identify deductions that individuals commonly miss, optimise your tax position, and eliminate the risk of errors that could trigger penalties or audit attention. The tax savings typically exceed our fees whilst removing stress from the process.

  • What personal expenses can I claim as tax deductions?

    You can claim legitimate work-related expenses that directly relate to earning your income, including travel, equipment, professional development, and home office costs. The key is proper documentation and ensuring expenses meet ATO criteria. Our tax specialists conduct comprehensive reviews to identify all eligible deductions based on your specific employment situation and maximise your refund potential.

  • What should I do if I haven't lodged previous tax returns?

    Contact Keystone immediately if you have outstanding tax returns from previous years. We'll assess your situation with the ATO, determine any penalties or interest charges, and develop a strategy to bring your tax affairs up to date whilst minimising additional costs. Early action prevents penalties from accumulating and resolves compliance issues efficiently.

  • How can you help with securing business financing?

    Keystone prepares comprehensive financial documentation that strengthens loan applications and improves approval rates. We develop detailed business plans, cash flow projections, profit forecasts, and financial statements that demonstrate your business viability to lenders. Our presentation highlights strengths whilst addressing potential concerns, positioning you for optimal financing terms.

  • Do you assist with business acquisitions and purchases?

    Our business acquisition specialists conduct thorough due diligence on target businesses, analysing financial records, tax compliance history, and potential liabilities. We structure acquisitions for optimal tax outcomes, negotiate purchase terms, and identify risks that could affect future profitability. This comprehensive approach protects your investment and positions the acquired business for success.

What Our Clients Say

Trusted by Individuals and Businesses Across Melbourne

As a small business owner in Melbourne’s west, I needed someone I could trust. Keystone delivered above and beyond — I’ve never felt more financially secure.

— Marina L., Cafe Owner

Professional and easy to deal with. They helped me catch up on three years of overdue taxes — and got me a refund!

— Tariq B., Contractor

The virtual CFO service was a game changer for our startup. Highly recommend them to any Melbourne-based business.

— Olivia D., Tech Founder
Get In Touch

Let’s Build Your Financial Future — Together

Whether you're an individual needing tax support or a business ready to scale, Keystone is here to guide you every step of the way.

Our Location

Level 40, 140 William Street Melbourne VIC 3000

Call Us today

0421 985 537

Send Us a message

info@keystonetba.com.au

Book Your Free Consultation