Services offered by Forbes Accountants in Melbourne

From Accounting and Bookkeeping to Financial and Estate Planning, Business Planning and through to assisting our clients obtain finance - both business and private, we do it all.

At The Forbes Accountants, we offer a comprehensive range of tax, accounting, and financial services to individuals and businesses in Melbourne. Our team of experienced professionals is dedicated to providing tailored solutions to meet your specific needs and help you achieve your financial goals. Explore below our services provided as one of the best accounting firm in Melbourne:
  1. Personal Tax Planning:

    • Individual tax return preparation and lodgment
    • Tax minimization strategies
    • Investment property tax advice
    • Capital gains tax (CGT) planning
    • Superannuation contributions and strategies
    • Tax planning for high-net-worth individuals
  2. Business Taxation:

    • Business tax return preparation and lodgment
    • Structuring advice for new businesses
    • Goods and Services Tax (GST) compliance
    • Fringe Benefits Tax (FBT) advice and preparation
    • Tax planning and strategy for business growth
    • Small business concessions and deductions
    • Payroll Tax
  3. Accounting and Bookkeeping:

    • General ledger maintenance
    • Financial statement preparation
    • Cash flow management
    • Payroll processing and compliance
    • Bank and credit card reconciliation
    • Budgeting and forecasting 
  4. Business Advisory:

    • Strategic business planning
    • Financial analysis and reporting
    • Key performance indicators (KPI) monitoring
    • Profitability analysis and improvement strategies
    • Cash flow optimization
    • Business valuation and due diligence
    • Business structuring and reorganization
  5. SMSF Compliance:

    • Self-managed superannuation fund (SMSF) establishment
    • Annual SMSF tax return preparation and lodgment
    • Compliance with SMSF regulation
    • Retirement planning and pension strategies
    • SMSF administration and compliance reviews
  6. GST and BAS Services:

    • BAS preparation and lodgment
    • GST registration and compliance
    • BAS reconciliation and reporting
    • GST advice for specific transactions
    • ATO audit assistance and representation
    • Record-keeping guidance
  7. Mortgage Broking:

    • Home loan and mortgage advice
    • Mortgage product selection and comparison
    • Pre-approval and loan application assistance
    • Refinancing and debt consolidation solutions
    • Investment property financing guidance
    • Access to a wide range of lenders and loan options

Why Choose The Forbes Accountants?

  1. Expertise and Experience: Our team consists of highly skilled professionals with extensive knowledge and experience in tax, accounting, and financial services. We stay updated with the latest regulations and industry trends to provide you with accurate advice and reliable solutions.

  2. Personalized Approach: We understand that every client has unique needs and goals. We take the time to listen, understand your circumstances, and tailor our services to meet your specific requirements, ensuring a personalized approach to your financial success.

  3. Timely and Reliable Service: We value your time and strive to deliver our services promptly and efficiently. Our team is committed to meeting deadlines and providing you with timely advice and financial information to support your decision-making process.

  4. Transparent Pricing: We believe in transparent pricing and will provide you with a clear understanding of our fees upfront. Our pricing structure is fair and competitive, with no hidden costs, allowing you to budget effectively for our services.

Contact The Forbes Accountants Today at 1300 729 829

Ready to experience exceptional tax, accounting, and financial services in Melbourne from one of the best accounting firm in Melbourne ? Contact The Forbes Accountants today to schedule a consultation. Our team is ready to assist you with all your tax, accounting, and financial needs, providing you with the expertise and support you need to thrive. Let us be your trusted partner on your journey to financial success.