Taxation Services
LLOYD Partners & Advisors offers a wide range of tax planning and compliance services. We work with individuals, companies, trusts and SMSFs to minimise tax liabilities, and we closely monitor changes in tax law to help reduce both current and future tax obligations.
What's included
- Preparation and maintenance of your accounts and bookkeeping
- Business services including strategic business advice and financial control guidelines
- Tax compliance and personalised due-date monitoring systems
- Budgeting preparation and savings assistance and advice
- ASIC compliance
- Cashflow statements and financial reporting
How we work
We take your tax position personally, digging deep to uncover credits, deductions and other tax-saving opportunities. Our goal is to ensure that you never pay more than you owe. Whether your tax concerns are simple or complex, our experienced and professional accounting team is equipped to handle them.
Who we help
Individuals, sole traders, partnerships, companies, trusts and self managed super funds across Sydney. Whether your tax position is simple or complex, our accounting team is equipped to handle it.
Our process
How taxation services works
01
Discovery and document review
We review your entity type, income streams, deductions and lodgement history to map your full tax position.
02
Planning and preparation
We prepare your returns and activity statements, identify legitimate credits and deductions, and flag common tax traps before they cost you.
03
Lodgement and monitoring
We lodge electronically as a registered tax agent and set up personalised due-date monitoring so every future obligation stays on schedule.
Frequently asked questions
Who do you prepare tax work for?+
Individuals, sole traders, partnerships, companies, trusts and self managed super funds. We tailor the work to your entity type and industry.
Can you help with late tax returns?+
Yes. We prepare and lodge overdue income tax returns and activity statements, and set up due-date monitoring so penalties and interest from late lodgement do not repeat.
Do you monitor changes in tax law?+
Yes. We closely monitor changes in tax law so our clients can reduce both current and future tax liabilities.
Can you reduce my tax bill?+
We dig deep to uncover legitimate credits, deductions and tax-saving opportunities, and advise on common tax traps. Our objective is that you never pay more than you owe.
Do you handle ASIC compliance?+
Yes. ASIC compliance is part of our taxation and business services, alongside financial reporting and cashflow statements.
Where are you located?+
Our office is at 310/20B Lexington Drive, Bella Vista NSW 2153, and we work with clients across Sydney.
Ready to talk?
Contact us today to discuss your taxation services needs. We are here to help you achieve financial success and peace of mind.