Individuals
From personal tax returns to investment strategies, our individual accounting services ensure your financial affairs are optimised and compliant year-round.
Individual Tax
Personal Tax Stress is Stealing Your Weekends and Peace of Mind
Tax time arrives every year like clockwork, yet you're never quite prepared. You're drowning in receipts, struggling to understand which expenses are deductible, and worried about whether you're paying more tax than necessary.
The complexity of personal tax laws means you're likely missing valuable deductions or making errors that could trigger an audit. Investment income, rental properties, and work-related expenses create additional complications that keep growing more confusing each year.
You're spending precious weekends trying to organize paperwork instead of enjoying time with family, all while fearing you'll make a costly mistake that results in penalties or additional tax assessments.
Let us handle your taxes — so you can focus on what matters most to you.
Individual Tax And accounting
Tax And Business Accounting Melbourne
At Keystone Taxation and Business Advisors, we work with startups, small businesses, SMEs, sole traders, partnerships, companies, and trusts to deliver a full range of accounting services.
We provide bookkeeping, payroll, tax compliance, BAS reporting, GST and PAYG, IAS lodgements, superannuation, and more to help businesses grow and succeed.
Our team specialises in cash flow management, using advanced cloud-based software for real-time financial reporting, so you always have a clear view of your finances to make informed business decisions.
Cloud-Based Accounting
If you use Xero or QuickBooks, we can review your setup regularly to maximise its benefits and provide actionable recommendations.
Management & Reporting
We help manage budgets, staff, and resources to keep your operations effective and efficient.
Compliance
We ensure compliance with ATO and ASIC regulations on corporate tax, fringe benefits tax, and GST, while preparing financial statements and annual accounts.
Individual Tax And accounting
Transform Tax Time from Stressful to Streamlined
Our personal tax specialists handle everything from simple returns to complex investment portfolios, ensuring you claim every deduction whilst remaining fully compliant. We provide year-round advice on tax-effective strategies that reduce your overall burden.
With our expertise managing your personal tax affairs, you'll maximise your refunds, minimise your obligations, and reclaim your weekends for what matters most to you.
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.
Frequently asked questions
Got Questions? We've Got Answers
Have a question? We’ve answered some of the most common ones below.
When do I need to lodge an individual tax return?
Your tax return can be lodged after 30 June each year, with 31 October being the deadline for submission. However, if Clear Tax is registered with the ATO as your tax agent, you will generally be granted an extension to 15 May the following year.
What personal expenses can I claim as tax deductions?
Common deductions include work-related expenses, self-education costs, investment property expenses, and charitable donations. We'll review your situation to identify all applicable deductions.
Should I do my own tax return or use a professional?
While simple returns can be self-prepared, professional assistance ensures you don't miss deductions and helps with complex situations like investment income, rental properties, or side businesses.
How can I reduce my personal tax liability?
Strategies include salary sacrificing, investment property deductions, superannuation contributions, and timing of capital gains. We'll develop a personalised plan based on your circumstances.
What happens if I'm audited by the ATO?
We provide full audit support, representing you throughout the process and ensuring all documentation is properly prepared and presented to achieve the best possible outcome.
hen should I start preparing for next year's tax return?
Tax planning should be ongoing. We recommend quarterly check-ins to review your position and implement strategies before year-end to optimise your tax outcomes.
Ready to Get Started?
Start Your Journey to Better Finances Today.
Contact Keystone Taxation and Business Advisors to speak with an experienced Melbourne accountant. From personal tax to business accounting, we’re here to give you clarity, confidence, and peace of mind.
