Locations

Tax Agent in Pennant Hills

Box Advisory Services acts as tax agent for Pennant Hills individuals, sole traders and families. We are a registered tax agent based in North Parramatta, and we lodge your returns, talk to the ATO on your behalf and keep track of your due dates.

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Address

Unit 4, 23 Hunt Street,
North Parramatta NSW 2151

Opening Hours

Monday – Friday 9am – 5pm 
(Closed public holidays)

Phone

1300 411 022

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What a Tax Agent Can Do for You in Pennant Hills

A registered tax agent can lodge for you and deal with the ATO on your behalf. If you lodge yourself, your individual return is due by 31 October. Through a registered tax agent, many returns have a later due date under the ATO lodgement program.

If you have an ATO letter you do not understand, or a few years of returns still to lodge, we can work out what is outstanding and get you up to date.

“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, and team have all been incredible!”

Sean, Davie, 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

Your file sits with one dedicated client manager, with unlimited email and phone support. When the ATO writes to you, forward the letter to us and we will explain what it means and what to do next.

Our office is at Unit 4, 23 Hunt St, North Parramatta, open Monday to Friday, 9am to 5pm. You can visit us for a meeting, or work with us by phone and email from Pennant Hills.

What You Get From
Your Tax Agent

01

Deadlines Tracked for You

We track your lodgement dates so you know what is due and when.

02

Advice Without the Jargon

We explain your tax position in everyday language.

03

Your Own Client Manager

One person handles your file, with unlimited email and phone support.

Tax Returns and Accounting for Pennant Hills

We prepare and lodge returns for employees, retirees, investors, sole traders, companies and trusts. Some people need one return a year. Others also need BAS lodgement, bookkeeping and tax planning.

Here is what each service involves.

Personal Tax Returns

We prepare and lodge your individual tax return and go through deductions for your work, your investments and any donations.

If you have income from a pension, an annuity or overseas, we include it and explain how it is taxed.

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Company Tax Returns

For a company, we prepare the financial statements and lodge the tax return, and many company returns get a later due date through the lodgement program.

We go through the figures with you before we lodge, so you understand the result and what to put aside for next year.

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Trust Tax Returns

A trust with income generally needs a return each year, and the trustee has to decide distributions by 30 June.

We prepare and lodge your trust tax return and keep the distribution records the ATO expects to see.

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Tax Planning

Planning for tax is easier with a few months to spare. We review your position before 30 June and look at the timing of income and expenses, super contributions and how your investments are held.

Then we set out the options so you can choose.

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Fringe Benefits Tax Returns

Employers who give staff benefits such as a car or a car park may owe fringe benefits tax.

We calculate it, prepare the return and lodge it by the due date.

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Property Tax Accounting

Rental property owners can claim interest, depreciation and running costs, and they need good records for capital gains tax when they sell.

We prepare your rental schedule each year and talk through the tax with you before you buy or sell.

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Why Choose a Registered Tax Agent Like Box Advisory?

Box Advisory Services is headed by Davie Mach, director and client manager. Davie has advised businesses on tax and management accounting for more than 15 years.

He is a member of Chartered Accountants Australia and New Zealand and holds a Bachelor of Commerce from UNSW, and our team includes CPA-qualified accountants.

You deal with one client manager from your first meeting onwards, and you can call or email them whenever a question comes up.

We work with Xero, MYOB and QuickBooks, so if you run a small business we can set it up for you or work with the software you already use. Box Advisory Services is rated 5.0 on Google.

If you are in Pennant Hills, you can visit the North Parramatta office or handle everything by phone and email.