Tax Returns & Financials
Accurate Tax Returns and Clear Financial Reports
Whether you’re lodging an individual tax return or preparing end-of-year financial statements for your business, accuracy and timeliness are essential. At Alex & Co. Accountants, we go beyond data entry — we provide insightful, compliant, and forward-focused tax and financial reporting services tailored to your needs.
From simple personal returns to complex business reporting, we help you meet your obligations and use your numbers to grow smarter.
What We Offer
We provide reliable tax return services and financial statement preparation to keep you compliant, informed, and future-ready.
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Individual Tax Returns
We prepare and lodge your return accurately, maximising deductions and ensuring compliance with all current ATO guidelines.
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Business Tax Returns
From sole traders to companies and trusts, we handle all business tax returns with precision and strategy.
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Financial Statement Preparation
We compile balance sheets, profit & loss statements, and more — giving you a clear view of your financial health.
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End-of-Year Reporting
We ensure your end-of-financial-year reporting is complete, compliant, and ready for banks, investors, or the ATO.
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Amended Tax Returns
Need to fix a previous return? We amend past lodgements and communicate directly with the ATO on your behalf.
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Audit-Ready Documentation
We prepare clear, detailed records to support your returns and financials in case of audit or review.
Perfect for Anyone Who Values Accuracy, Insight, and Compliance
Incorrect or incomplete returns can lead to lost money, ATO issues, or missed opportunities. We make sure your reports tell the full story — clearly and correctly. This service is perfect for:
- Individuals wanting peace of mind and a bigger refund
- Small business owners needing accurate tax and financials
- Startups seeking bank-ready documents
- Trusts and companies with complex structures
- Anyone who wants to make smarter financial decisions
With Alex & Co., your numbers aren’t just filed — they’re used to build clarity, confidence, and long-term success
File With Accuracy. Plan With Insight.
Get more than just a lodged return — get expert support that helps you grow.
Frequently Asked Questions About Tax Returns & Financials
Got questions? We’ve answered the most common ones below to help you move forward with confidence.
Do I need an accountant to do my tax return?
While you can lodge it yourself, an accountant helps you maximise deductions, avoid errors, and stay compliant. Plus, we often find savings or strategies you may miss doing it on your own.
What’s included in a business tax return?
Business tax returns include income reporting, expense claims, depreciation, PAYG summaries, and relevant adjustments. We also review your structure to ensure tax efficiency.
Can you prepare financial statements for my business?
Yes. We prepare detailed profit & loss statements, balance sheets, and cash flow reports — essential for tax planning, loan applications, and management decisions.
What’s the difference between cash and accrual reporting?
Cash accounting recognises income/expenses when money changes hands, while accrual records them when they’re earned/incurred. We advise the best method based on your business type.
Do I need to lodge separate tax returns for trusts or companies?
Yes. Trusts and companies are separate entities and require their own tax returns in addition to any returns you lodge as an individual or director. We manage all required lodgements.
Can you fix a return I submitted incorrectly?
Absolutely. We can review, correct, and amend previously lodged returns, and even communicate with the ATO on your behalf if needed.
Will I receive reminders for future lodgements?
Yes. Once you’re a client, we provide friendly reminders and lodgement timelines so you’re never caught off guard at tax time.
