Locations

Tax Accountant North Sydney: A Professional You Can Trust

Looking for a tax accountant in North Sydney who does more than just lodge your return? Box Advisory Services is a modern accounting firm located in North Sydney. Unlike traditional accounting firms, our innovative approach and client-focused model set us apart by offering integrated advisory services, fixed fees, and a unique value proposition. We provide comprehensive tax services, business advisory, and strategic planning to individuals, SMEs, and high-net-worth clients across North Sydney and surrounding areas. As registered tax agents with the Tax Practitioners Board, we combine technical expertise with local knowledge to help you minimise tax liabilities, optimise financial structures, and navigate complex tax situations with confidence.​

We are committed to delivering excellent service and cost effective solutions through our fixed fee services and transparent, outcomes-based pricing—so you always know what to expect. Our cost effective solution is designed to offer better value compared to other accounting firms, with no hidden fees. Whether you need personal tax return preparation, SMSF administration, business bookkeeping, or strategic tax planning for growth, our team delivers personalised service tailored to your specific circumstances. Our professional services cover a wide range of accounting and tax needs, providing industry-specific advice and comprehensive support. We explain complex tax rules in plain English, ensuring you understand your obligations and opportunities without getting lost in jargon.

Bramelle Partners focuses on optimizing your financial management and streamlining your business processes to enhance efficiency and profitability.

Integrity Plus Accounting is a family-owned registered tax agent offering high-quality, personalized service—another example of the professional firms you may encounter in North Sydney.

START TODAY

Address

Unit 4, 23 Hunt Street,
North Parramatta NSW 2151

Opening Hours

Monday – Friday 9am – 5pm

(Closed public holidays)

Phone

1300 411 022
BOOK APPOINTMENT

Why Box AS as Your North Sydney Accountant?

Customised for Your Business

Our North Sydney tax accountants know every business is different, so we offer customised accounting services for your business. Whether you’re a sole trader, partnership or company, our team will work with you to develop strategies to improve your financial performance and achieve your goals. Box Advisory Services aligns tax planning with your overall business strategy to maximize benefits and reduce compliance costs. Our team guides clients through business tax compliance and helps resolve business tax issues, ensuring all legal and regulatory requirements are met. A good accountant provides proactive advice and support year-round, including tax planning and cash flow management.

Industry Expertise

Our North Sydney accountants have worked with clients from many industries, including construction, healthcare, hospitality, and more. Our industry expertise includes performing thorough due diligence to ensure accurate tax assessments and maximise legal tax benefits for clients in various sectors. This broad experience means we can bring valuable industry knowledge and advice to your business to help you stay one step ahead.

“A big thanks to Davie and the team for making the transition so easy.”

I run a small contracting business and have started using Boxas for my company and personal accounting. A big thanks to Davie and the team for making the transition so easy. Sean Yee in particular has been incredibly helpful starting from the first Zoom meeting we had. I've been very impressed with Sean's ability and willingness to help. 2
Edgar P

“I couldn’t be happier with the results. Five stars, hands down!”

I highly recommend Box Advisory Services to anyone looking for top-notch accounting services for their business. The team of at Box are genuinely outstanding, providing personalised and expert advice at every turn. Their approach to accounting is a game changer, making it easy for anyone to engage and understand the numbers behind their business. The level of care and attention I received was exceptional, and I couldn't be happier with the results. Five stars, hands down.
Michael Dean

“Sean, Davie, Molly and team have all been incredible!”

Sean, Davie, Molly and team have all been incredible! I signed up with Box Advisory Services 4 months ago and I can honestly say that it was one of the best business decisions I have made for my construction business. Their knowledge combined with their customer service are second to none. I would highly recommend them to anyone that is looking for an accountant.
Patrick

“Very approachable and knowledgeable. Highly recommended!”

I found Box Advisory Services from their director Davie Mach's YouTube channel which provides lots of valuable information on taxation for business owners like me. Have been engaging with them for a year. Very happy about their professional advice especially from Mr Sean Yee who is very approachable and knowledgeable. Highly recommended.
Owen C

“I cannot recommend Davie and his team highly enough”

I cannot recommend Davie and his team highly enough. From the moment we started working together, their approachability, dedication, and expertise were evident. They've demystified complex accounting issues, offering solutions that are both practical and efficient. Their friendly and helpful service truly stands out. For anyone looking for reliable and knowledgeable accounting support, Davie and his team are the go-to professionals!
Alex Ip

“Will definately be using Box Advisory services again!”

Had the pleasure of having a consultation with Sean Yee and it was pleasant to know after many different consultants and advisors that Sean was able to provide honest and truthful feedback above and beyond our expectations. Will definately be using Box Advisory services again
Nicholas Lao

“Exceeded my expectations!”

I have had the pleasure of working with Davie Mach as my accountant and I must say, he has exceeded my expectations. His professionalism and attention to detail have made the financial aspect of my business seamless and stress-free. Davie always goes above and beyond to ensure that I understand all of my financial statements and makes sure that I am fully informed of any important financial decisions that need to be made. He is always available to answer any questions I have and provides clear concise advice. I highly recommend Davie to anyone looking for an exceptional accountant who truly cares about their client's success.
Rami Alcheik

“Highly recommend Box Advisory Services”

Box Advisory Services really understands how small business work and operate. Davie is a very professional accountant and one of the best in the game. He made accounting easy to understand and I trust him to handle all my businesses. Highly recommend Box Advisory Services for anyone who looking to grow their business.
Paul Lin

“Davie and the Box Advisory team are incredible!!!”

Davie has helped me from feeling totally out of control with my personal financing no more than a year ago to getting everything in order for me to purchase a property this year. He has taught me so much and always has my best interest at heart!! It's great having him helping me with my personal finances and for my small business! Couldn't recommend this team more highly!
Barton Tanner

“I would definitely recommend their services!”

I have just signed up with Box advisory services accountants and am very happy with their services. Sean Yee is very responsive and knowledgeable. He's very patient and has an awesome insight in accounts, software and financial statements. He is always happy to help me when I need help. His advice is helpful and meets you where you are in terms of sophistication. He simplifies everything so I am able to understand and goes the extra mile to make sure I understand. I would definitely recommend their services!
Dj Mauza

Tax Planning

We believe tax planning is key to any business. Our team will work with you throughout the year to find tax savings, ensure tax compliance and minimise your tax implications through proactive tax planning. Our tax advice covers all aspects of your tax affairs, including identifying tax breaks, tax concessions, and tax offsets to minimise your tax liability. Claiming all available deductions and offsets can maximise tax refunds for both individuals and businesses. Tax returns must be lodged by specific deadlines to avoid penalties, and late lodgments can incur penalties, but there are procedures to manage them. Individuals can also claim deductions for work-related expenses to reduce their taxable income. By being proactive, we help you avoid surprises and make informed financial decisions.

Bookkeeping and Payroll

Bookkeeping and payroll can be a time-consuming and stressful task. Let our North Sydney accountants do it for you so you can focus on your business. We use the latest accounting software to ensure accuracy and efficiency and will provide regular reports to inform you of your financial position.
Our expertise in providing services tailored to various business needs, including support for SMEs, family businesses, and high-net-worth clients, helps companies to grow, maximise profits, and navigate financial management while ensuring compliance with taxation and reporting standards.

Let Our North Sydney Accountants Take Control
of Your Taxes

01

We Save You Time

You don’t have to move a muscle! Let us handle your accounting.

Box Advisory Services also offers outsourced CFO services to help businesses save time and streamline their finance functions with expert support.

02

Honest and Transparent Advice

The best tax accountants in North Sydney to keep your assets safe, minimise tax and avoid mistakes.

At Box Advisory Services, we offer a transparent pricing model with no hidden fees, so you always know exactly what you’re paying for.

03

Single Point of Contact

With a dedicated Client Manager, we offer unlimited email and telephone support.

Access Our North Sydney Accounting Services

Individual Tax Returns

Our tax agents in North Sydney will help you navigate the individual income tax return maze. Our experts assist clients in accurately calculating their assessable income, including any foreign income, and ensure all aspects of property ownership are considered for deductions and compliance. Understanding your assessable income and taxable income is crucial for maximizing your tax refund and meeting ATO requirements. City Tax Accountants North Sydney is a full service tax accountants of choice for residents and business owners in the area, and we can help you calculate your assessable income, determine the tax provisions, and avail all offsets, deductions, and tax relief available to you. We’ll ensure you claim all eligible deductions and maximise your tax refund while being fully ATO compliant.

FIND OUT MORE

Business Tax Returns

Our team can handle your business tax returns from sole traders to companies. Our business tax return services include managing services tax obligations and preparing depreciation schedules to maximize deductions and ensure compliance with ATO regulations. We’ll work with you to prepare and lodge your returns and advise on structuring your business for tax efficiency. City Tax Accountants provide corporate tax assistance to help businesses manage their tax obligations, and Count offers tax consulting services, including advice on capital gains tax and deceased estate tax administration.





FIND OUT MORE

GST and BAS

We know GST and BAS can be confusing and time-consuming. Our North Sydney accountants will ensure your business complies with all GST requirements and will prepare and lodge your BAS on time.

FIND OUT MORE

Financial Planning and Budgeting

Financial planning and budgeting are key to the long-term success of your business. Our financial planning services are designed to help you achieve your long-term financial goals and attain financial peace.

We will work with you to develop a financial plan that aligns with your long-term goals and secures your financial future, helping you make informed financial decisions. We can provide limited financial advice related to superannuation and SMSF management, ensuring compliance with Australian regulations. Building effective savings strategies can help maximise your income and minimise your tax. Additionally, understanding and managing your defined benefit obligations can impact your overall financial planning.

FIND OUT MORE

Cash Flow Management

Cash flow is critical to the survival and growth of your business.

Our cash flow management strategies are tailored to your personal circumstances to ensure optimal results. As part of your financial journey, our North Sydney accountants will help you improve your cash flow by identifying areas for improvement, implementing strategies and providing regular monitoring and reporting. Bramelle Partners also assists family groups and family office scenarios with tax planning and succession planning, emphasising the importance of personalised cash flow management.




FIND OUT MORE

Frequently Asked Questions

MORE FAQS

Despite best intentions, individuals and businesses sometimes fail to meet lodgement obligations due to personal circumstances, business complexity, or previous accountant failures. Bramelle Partners guides clients through the process of late lodgement and ATO dispute resolution, ensuring clarity and efficiency at every step. We assist clients with late lodgements, providing guidance on implications, calculating potential penalties, and creating action plans to achieve compliance.

Registered tax agents can apply for extensions to lodgement deadlines and often negotiate reduced penalties for clients with legitimate reasons for delays. The sooner you address late returns, the better the outcome typically is.​

Failure to lodge penalties accumulate over time and can result in significant debt. One client came to us with seven years of unfiled returns, convinced the debt would be insurmountable. After lodging all returns and negotiating with the ATO, the actual tax owed was $14,000, and we established a manageable payment plan. The relief of finally resolving the situation was more valuable than the money saved.​

Tax accountants provide strategic advice to help clients navigate complex tax situations and optimise financial outcomes. When you disagree with an ATO assessment, determination, or decision, formal objection procedures must be followed within strict timeframes.​

Bramelle Partners prepares and lodges objections on behalf of clients, providing detailed technical submissions supported by legislation, rulings, and case law where appropriate. One client facing $28,000 in incorrectly assessed tax on a property transaction had the entire amount reversed through a properly documented objection showing the ATO had misapplied CGT main residence exemption rules.​

Choosing the right tax accountant is an important decision that affects your financial outcomes for years. Start by verifying registration with the Tax Practitioners Board through their public register, confirming your accountant is legally qualified to provide tax services.

Assess expertise in your specific situation. Property investors need accountants experienced with rental property deductions, depreciation schedules, and CGT calculations. Ecommerce businesses need expertise in GST on digital products and international sales. Medical professionals have specific deduction rules for professional development and equipment. If you are starting or managing your own business, it is crucial to choose a tax accountant who understands the unique challenges and requirements faced by entrepreneurs and small business owners.

Communication skills are critical for accountants. During an initial consultation, notice whether they explain concepts clearly, ask questions about your goals, and demonstrate genuine interest in your situation. Do they listen carefully or rush through a standard pitch? Can they explain your tax position without overwhelming you with jargon? Leading firms like Pro Tax Returns offer a free initial consultation for potential clients in North Sydney, allowing you to discuss your needs and explore tailored solutions before making a commitment.

Client reviews provide valuable insights into service quality, responsiveness, and outcomes. Look for patterns in reviews: do clients mention proactive advice, clear explanations, and successful outcomes? Are there complaints about poor communication, missed deadlines, or unexpected fees?

A transparent fee structure helps avoid unexpected costs. Ask whether the accountant charges hourly rates, fixed fees for specific services, or retainer arrangements for ongoing support. Understand what’s included in quoted fees and what services incur additional charges.

The availability of free consultations can help assess fit before committing. Some experienced accountants charge for initial consultations because strategic advice has value, but this meeting should clarify whether the relationship will work and if the accountant can provide customised solutions for your financial position.

Accessibility and responsiveness matter throughout the year, not just at tax time. Can you reach your accountant when questions arise? Do they provide year-round support or disappear after lodging your return?​

A North Sydney accountant typically provides a wide range of services, including:

  • Individual and business tax returns
  • GST and BAS preparation and lodgement
  • Financial planning and budgeting
  • Cash flow management
  • Bookkeeping and payroll
  • Audit and assurance
  • Specialist advice for specific industries (e.g., construction, healthcare, hospitality)
  • Estate planning and succession planning

Box Advisory Services offers complete tax accounting services covering every aspect of individual and business tax compliance. Our tax return preparation service handles individuals, sole traders, partnerships, companies, and trusts, ensuring accurate calculation of assessable income and identification of all available deductions and tax offsets.

We prepare tax returns for property investors, share traders, contractors, employees with multiple income sources, and business owners across diverse industries. Our service includes reviewing work-related deductions, investment property expenses, capital gains tax implications, foreign income reporting, and eligibility for various tax offsets based on your income level, age, marital status, and residency status.

Beyond compliance, we provide strategic tax planning sessions throughout the year. These proactive consultations identify opportunities to minimise tax through restructuring, optimal timing of income and expenses, asset protection strategies, and business entity selection. One North Sydney business owner avoided $47,000 in unnecessary tax by restructuring their business before a major asset sale, simply because planning happened in March instead of June when it was too late to implement changes.​

Our business advisory services focus on providing services that include bookkeeping, payroll, and financial reporting, often using cloud accounting software such as Xero, MYOB, or QuickBooks for real-time reporting and efficiency. We offer tailored solutions to address business tax issues for clients across various industries, ensuring legal compliance, maximising deductions, and optimising overall tax management. Our process is designed to simplify complex tax procedures, guiding clients through tax returns, amendments, late lodgments, and compliance with clarity and efficiency. Like Liston Newton Advisory, known for proactive tax planning and accounting support, and H&R Block North Sydney, specialists in individual tax returns and small business bookkeeping, Bramelle Partners delivers comprehensive, client-focused solutions for all your business and personal tax needs. We integrate these services so your accounting data informs strategic decisions, not just historical reporting.​

A North Sydney accountant can help your small business in several ways:

  • Tailoring solutions to your specific needs and industry
  • Providing proactive tax planning to minimise liabilities and maximise savings
  • Streamlining bookkeeping and payroll processes
  • Developing comprehensive financial plans and budgets
  • Optimising cash flow through effective strategies and regular monitoring
  • Offering valuable insights and advice based on industry expertise.

When choosing a North Sydney accountant, look for the following qualifications:

  • Registered tax agent with the Tax Practitioners Board
  • Member of a professional body such as Chartered Accountants Australia and New Zealand (CA ANZ) or CPA Australia
  • Relevant tertiary qualifications in accounting, finance, or a related field
  • Experience working with businesses in your industry
  • Commitment to ongoing professional development to stay up-to-date with changes in tax laws and regulations.

The frequency of meetings with your North Sydney accountant depends on your business needs and circumstances. However, it’s generally recommended to:

  • Meet at least quarterly to review financial performance, discuss any issues, and plan for the future
  • Have an annual meeting to review your tax position and develop a tax planning strategy
  • Schedule additional meetings as needed, such as during significant business changes or when making important financial decisions.

Regular communication with your accountant ensures they thoroughly understand your business and can provide timely advice and support.

To enable your North Sydney accountant to provide the best possible service, you should provide:

  • Bank statements and credit card statements
  • Receipts and invoices for income and expenses
  • Payroll records, including PAYG summaries and superannuation contributions
  • Asset purchase and sale documents
  • Loan and lease agreements
  • Previous tax returns and financial statements (if applicable)

Your accountant will advise you on the specific records required for your business and the best way to provide them, such as through cloud-based accounting software or secure file sharing.

We are an authorised representative, enabling us to provide limited financial advice on superannuation and SMSF matters. This ensures compliance and allows us to deliver tailored, regulated financial solutions to our clients. We specialise in SMSF administration, compliance, and strategic advice for trustees managing their own superannuation, integrating financial planning with SMSF administration to provide holistic advice that aligns with your overall financial goals.

Superannuation remains one of the most tax-effective wealth-building strategies in the current environment, but regulatory complexity has increased significantly in recent years. Contribution caps, transfer balance caps, pension rules, and investment restrictions require expert navigation to avoid costly penalties.​

We provide advice on maximising superannuation contributions in a tax-effective manner. We help clients understand concessional and non-concessional contribution strategies, spouse contribution splitting, pension commencement timing, and investment diversification within the SMSF structure. Our SMSF services involve administration, compliance, and advice for Self-Managed Super Funds.

Our SMSF services include annual financial statements, tax returns, member statements, audit coordination, actuarial certificates for pension claims, and ongoing compliance monitoring. A couple in their 50s saved $180,000 in tax over five years through properly structured super strategies they didn’t know were available until we conducted a comprehensive review of their retirement planning.​

Only registered tax agents in Australia can legally charge a fee for tax services, and all agents must be registered with the Tax Practitioners Board (TPB). This registration provides important protections: TPB-registered agents must maintain professional indemnity insurance, undertake ongoing professional development, and adhere to a strict code of conduct.

Choosing an unregistered preparer may seem cheaper initially, but leaves you personally liable if mistakes occur. The ATO may reject work completed by unregistered preparers, and you have no recourse through professional complaint mechanisms if service is inadequate.​

A local accountant in North Sydney brings additional value through understanding the local business environment, including council regulations, commercial lease considerations, and networking opportunities within the North Shore business community.

We know the challenges facing North Sydney businesses because we work with them daily.

Tax compliance involves understanding and adhering to legal requirements set by the ATO, including filing tax returns accurately, managing deductions appropriately, and meeting lodgement deadlines. We ensure your tax affairs meet all statutory obligations for your business structure, whether you operate as a sole trader, partnership, company, or trust.

Tax advisory and planning goes significantly further. This proactive service involves restructuring business entities for tax efficiency, timing asset sales to utilise CGT concessions, establishing family trusts for income splitting, planning succession within family groups, and implementing strategies to minimise tax liability across multiple years.

Conducting thorough due diligence is critical in assessing tax obligations, claiming maximum deductions, and ensuring compliance, especially in complex business scenarios. We also help clients establish new business structures and financial entities, ensuring a solid foundation for long-term success and compliance.

We pride ourselves on explaining complex tax rules clearly and simply without jargon. Concepts like franking credits, Division 7A loans, CGT discount eligibility, and non-commercial loss restrictions are translated into practical decisions you can understand and act upon. One client told us she’d worked with her previous accountant for eight years but never understood her tax position until our first meeting when we drew it on a whiteboard.

North Sydney is home to diverse businesses, from startups and technology companies to established service providers and retail operations. We provide specialised business advisory services for small business owners, start-ups, and family businesses, with a particular focus on the tech sector. We offer bookkeeping and payroll services using cloud accounting software including Xero, MYOB, and QuickBooks that integrate with bank accounts for real-time financial visibility.

Our business services include BAS preparation and lodgement, ensuring GST compliance, PAYG withholding accuracy, and proper reporting of payroll tax obligations. Accountants must be well-versed in NSW-specific requirements like payroll tax thresholds, which differ from other states, and workers’ compensation obligations for employers.

We prepare Business Activity Statements covering GST on sales and purchases, PAYG instalments for income tax, PAYG withholding from employee wages, and other reportable amounts. Monthly, quarterly, or annual reporting cycles are available depending on your business turnover and structure.​

Strategic planning for business growth is essential for both startups and established SMEs. We help business owners, including small business owners and start ups, understand their financial performance, identify profit drivers, manage cash flow, plan for equipment purchases or expansion, and structure ownership for tax efficiency. Our outsourced CFO services provide strategic financial leadership without the cost of a full-time executive.​

Tax accountants assist clients in identifying all available tax deductions and tax offsets based on specific circumstances. Tax breaks, deductibles, and offsets are often reliant on factors like source and type of income, age, marital status, residency status, and property ownership.​

Common deductions individuals overlook include work-related expenses for tools, equipment, uniforms, professional development, home office costs, and motor vehicle expenses for work-related travel. Investment property owners can claim interest on loans, property management fees, repairs and maintenance, depreciation, and travel to inspect properties.​

The Low Income Tax Offset, Low and Middle Income Tax Offset (when available), Senior Australians and Pensioners Tax Offset, and various other offsets can significantly reduce tax payable. Your accountant should review eligibility for all applicable offsets rather than relying on ATO systems to identify them automatically.​

Strategic timing of income and deductible expenses can shift tax liability between years. This becomes particularly valuable when life events like career changes, business sales, or retirement dramatically change your tax position between years. Effective tax planning with a tax accountant north sydney can help you achieve the financial future and financial peace you desire by maximizing your tax returns and creating strategies tailored to your goals. The ultimate goal of these strategies is to turn tax challenges into opportunities for financial success.

Superannuation contribution strategies offer powerful tax benefits. Concessional contributions reduce taxable income and are taxed at 15% within the fund. Spouse contribution tax offsets provide rebates for contributions to a lower-income spouse’s super. Contribution splitting between spouses can optimise pension eligibility and tax-free thresholds in retirement.​

Our service quotes clearly outline what’s included: tax return preparation, lodgement, correspondence with ATO, basic tax planning advice during preparation, and review of your Notice of Assessment. We provide transparent, tailored solutions designed to meet each client’s unique needs, ensuring you receive the most relevant and effective support. Additional services like detailed tax planning sessions, business restructuring advice, SMSF establishment, or ATO dispute resolution are quoted separately.​

Retainer arrangements provide ongoing support throughout the year, not just reactive help during tax season. Monthly or quarterly retainers include regular meetings, unlimited email and phone queries, BAS preparation, bookkeeping services, and proactive planning advice. This model suits growing businesses and individuals with complex affairs who benefit from continuous professional support.​

No hidden fees, no fine print, no surprises when you expect a straightforward service. If scope expands beyond the initial agreement due to complexity or additional work required, we discuss this with you before proceeding and obtain approval for any additional fees.​

Awards & recognitions

Are you looking for a Tax Accountant in North Sydney?

Small business owners have a lot on their plate. In addition to running their business, they also have to keep track of their finances and ensure that their taxes are paid on time. This can be a daunting task, especially for those unfamiliar with business tax laws. That’s where our team comes in.

Box Advisory Services is supported by authorised representatives who can provide limited financial advice in accordance with Australian regulations. Our tax services include guidance on land tax and property investment taxation, including managing tax implications when holding and selling property. We offer strategic advice to ensure your finances are managed in a tax effective manner, maximizing benefits and compliance. Only registered tax agents can legally lodge tax returns for a fee, as confirmed by the Tax Practitioners Board (TPB), and tax returns can be filed online or through a tax accountant. We also provide succession planning services, focusing on securing financial stability by preparing for the transfer of wealth, assets, and responsibilities to future generations.

A tax accountant in North Sydney can help take the burden off of your shoulders by preparing and filing your taxes on your behalf. They can also offer advice on how to minimise your liability in the future. If you are seeking a small business tax accountant in North Sydney, look no further than Box Advisory Services.

We specialise in helping small businesses navigate the often-complex world of taxes. Contact us today to schedule a consultation.

GET STARTED