Blueridge Tax Accounting is a modern tax and accounting practice based in Sydney with a focus on delivering practical tax advice and structuring for clients to help them increase profits, reduce taxes and stay on track so their business support their lifestyle.
CGT, SBE, SBRR, consolidation, trusts, FBT and numerous other 3 letter anacronyms.
We use it all to advise on specific questions, restructure projects and long term client growth.
Jargon-free and practical to implement.
(other accountants come to us for advice here too)
Year end financial statements, tax returns and BAS throughout the year.
Its compulory compliance with the ATO, ASIC and other regulators.
While we can't make it less boring, we can save you money by providing specific action items and trigger points for when to add services to support your growth. Or turn off items to save tax now and into the future.
(our clients say we aren't the cheapest, but they can't afford not to use us... year-on-year we provide everyone tax planning and a hands-on approach that pays for itself)
Whether you have an investment property on the side, or are investing 10's of millions...
is it taxable?
Our goal here is 0% tax or a known figure that makes sense for your age, wealth, lifestyle, and where your money came from.
Investments and businessses come in all shapes and sizes and we leave no stone unturned to ensure your money is in the right structure with the right taxes and is as protected in practical ways for asset protection purposes.
(our clients get their lawyers and financial planners to talk to us to make sense of it all and guide their work so it fits together without hidden fees or tax leakages)
Consists of tax and accounting specialists that have international experience and deep knowledge of Australia's tax system to deliver practical tax advice and structuring. With over 24 years experience, Lisa Sheldon guides the team and meets daily with clients to assist them to keep the money they make.
As a firm we are independent and non-aligned with any bank, software product or investment model. We're not lawyers or financial planners or bankers but we work with experts in that industry daily to educate, action client strategies and solve problems.
Check our unrestricted tax agent registration details on the Tax Practitioner Board's public seachable website here - https://myprofile.tpb.gov.au/public-register/