A tax agent is a licensed pro who can lodge your tax returns and give you tax advice, while a tax accountant focuses on prepping your financial records and finding ways to optimise your tax situation.

Both make sure you’re following tax laws, but tax agents are registered with the Tax Practitioners Board, so they can officially deal with the ATO on your behalf. If you’ve got complex tax stuff or just want to be sure everything’s spot-on, chatting with a tax agent or accountant can really help.

Absolutely, getting an accountant to do your tax is worth it. An accounting expert can help boost your tax return by spotting deductions and credits you might miss. They keep up with the latest tax laws and rules, making sure your tax return is accurate and compliant. Plus, their advice can save you time and hassle, giving you peace of mind that your finances are sorted.

Whether it’s for personal or business taxes, having an accountant can really benefit your financial future.
If you need more info or want to discuss your specific tax situation, feel free to contact our local office at Stacy and Paul Wastells’ branch. Our team of accountants is here to help with a range of financial planning and accounting services across Australia.

At Shoebox Books & Tax, we’re not just your run of the mill tax accountants in Ballarat; we’re your partners in navigating the complex world of tax and accounting. Our team of experienced professionals is dedicated to simplifying the process of tax return preparation and lodgement for both businesses and individuals, providing practical advice that makes sense for your unique circumstances.

Our commitment to your business goes beyond tax filing; we offer strategic business planning and advisory services, helping you implement financial planning strategies that drive growth. We can also provide business advice by creating an annual tax returns strategy that’s not just effective, but practical and tailored to your business.
We believe in delivering more than just a service; we provide a comprehensive business review as part of our ‘Tax Standard Package’, focusing on your business structure and tax processes to identify opportunities for improvement.

We understand that every business in Ballarat is unique, so we customise our services to meet your specific needs, ensuring a client experience that’s as exceptional as it is personal.
With our range of tailored tax services and accounting packages, we ensure you get the most value for your investment. From navigating complex tax situations to strategic business planning, we’re here to support your Ballarat business every step of the way. We work with start-ups, partnerships, companies, landlords, contractors, freelancers, individual taxpayers and sole traders.

Our tax accountants can provide ongoing guidance and support throughout the year to help your small business stay on top of tax planning and minimise surprises at the end of the year. Their expertise and proactive approach can help you optimise your tax position, save money and leave you to focus on growing your business.

Our tax standard package has been designed to cover all the needs of a small business. We focus not only on meeting your compliance obligations but also ensuring that tax planning isn’t overlooked and you and your business are in the best possible position to minimise tax and help you meet your business goals.

At Shoebox Books, we are your dedicated bookkeeping partners in Ballarat. Our services are designed to alleviate the burden of financial management, allowing you to dedicate more time and resources to growing your business.
We take on tasks that can often cause stress, such as preparing BAS, generating profit and loss reports, and managing hours of data entry. As professional bookkeepers, we excel in these areas, ensuring they’re handled with precision and care.

Our services extend beyond basic bookkeeping, as we also manage invoice matching and payable allocation, as well as account reconciliation to ensure accuracy in your records. We understand how crucial it is for you to be informed about your business’s financial growth, so we provide comprehensive quarterly profit & loss reports.

We believe that each client has unique needs, which is why we offer a complimentary consultation for all new clients to understand their business requirements better. Our fixed-cost packages are tailored to suit your needs, ensuring you receive the best value for your investment.
With Shoebox Books, you’re not just getting a bookkeeper in Ballarat – you’re gaining a partner committed to helping your business succeed.

Yes, It is an important function of a bookkeeper to not only be able to do the bookkeeping but also to complete the process of preparing and lodging your business activity statements (BAS) on time. It is INCLUDED in all of our packages.

As a business it’s important to know what your expenses are each month and it is more economical to be on a monthly package that is inclusive, so you know exactly what you are paying each month. It helps you with your cash flow! Compared to an hourly rate where it will fluctuate and always becomes more expensive than a monthly package during the BAS periods and EOFY reconciliation checks.

Our most popular business package for $260/mth + gst (OR $60/week), includes the following:
• Quarterly Consultations
• Quarterly lodge BAS
• Monthly data entry
• 2 bank accounts reconciled
• Payroll processing for 2 employees – Bookkeeper Prep & Client Pay