CB Accounting

About Us:

Looking for a specialised Accountant, an experienced Tax Agent, or an expertise Mortgage broker?  CB Accounting and Financial Services (based at Shop 4 Ground Floor, 555 Princes Highway Rockdale Sydney) is definitely worth a call.

CB Accounting is distinguished in providing excellent Accounting, Taxation and Mortgage Broking Services to the range of Individual and Business clients. We assist our clients with general business support, advice and consultations customised to their needs.

Below are the brief summaries of the services we provide.

Taxation:

• Tax returns for Individuals, Partnership, Trust, Companies and Self-Managed Super Fund
• Capital Gains Tax, Rental Properties and Sole Trader
• GST, BAS and FBT Returns
• Tax Planning and Tax advice

Accounting:

• Selection of a business structure that suits clients need
• Completion of registration process of chosen business structure
• Advice and set up of Accounting needs
• Preparation of Financial Statements, Cash flow, Forecasting and  Budgeting
• Business consultation  and dealing with compliance issues
• Book keeping
• Business advisory services

Mortgage Broking:

• Obligation free home loan advice for First Home Buyers and Property Investors
• Home loans
• Commercial loans
• Other loans ( car loans, personal loans)

Other Services:

• Super refund for temporary residents who are leaving Australia permanently and have their visa expired/cancelled.
• Insurance service – referral
• ABN/GST/PAYG registration

Services:

CB Accounting is an Australian Public Practice Accounting firm providing Accounting and Taxation Services, as well as Mortgage Broking Services. We are Qualified CPA, Public Practice Licence holder, Registered Tax Agent and Registered Mortgage Broker. We have years of Australian experience in our field. Our industry experience, qualification and customer oriented services distinguish us from other similar service providers.

Our aim is to build close relationships with our clients and provide quality services with an affordable price

How do we do this?

• Pricing up front
• Having approachable and friendly staff
• Being available throughout our business life line (free phone calls and emails)
• Assessing individual cases and providing appropriate solutions

What we do?

• Taxation: 
  • Income Tax Returns (Individuals, Sole Traders,  Partnership, Trust and Company)
  • Business Activity Statements (BAS)
  • Instalment Activity Statements (IAS)
  • Capital Gains Tax (CGT)
  • Fringe Benefits Tax (FBT)
• Accounting: 
  • We provide a complete set of Accounting packages for Businesses which include: Client assessment, New Business set up, Accounting System set up, Book keeping services, Preparation of Financial statements, Payroll Management, Budgeting and Forecasting, Overall health check of the Business, Business advices and Business plans.
• Mortgage Broking :
  • At our core, we are tax accountants, so we know the ins and outs of how the taxation is linked to the properties and capital gains. We have many clients who already have investment properties. We deal with their rental tax returns and capital gain taxes. Based on our experience with the existing clients and updated taxation knowledge, we provide obligation free taxation and home loan advice in order to legally minimize tax obligation for possible clients.
  • In the property market, capital gain tax does not happen overnight, but over extensive periods of time. It is very important to set up home loan correctly in the first place and to have someone who has up to date knowledge about the taxation connected to investment properties to avoid any surprises when the capital gain tax arises in the future. Therefore, we help our clients to set up home loan correctly based on our experience in the first place and do tax planing in advance so that it helps to minimize the taxation implication in the long run.
  • In addition, we do deal with more than 25 lenders and help our clients to do refinance at the best possible deal and also provide  help with property research.
• Other Services:
  •  Super Refund –  Refund of your Superannuation if you are Temporary Resident and leaving Australia Permanently
  • Insurance Referral Services – Public Liability, Income Protection, Work cover

Why Us?

CB Accounting is a one stop shop providing Accounting, Taxation and Mortgage broking services.

We understand our field of work is very vital and significant. Unlike our competitors, we focus on the client’s needs and work around them. Our aim is to identify clients’ requirements and address them quickly and efficiently. With years of experience and satisfied customers behind us, we can safely say that our clients can rely on us.

What can we offer you?

• Quality of Service – We do our best to ensure that you receive high quality service in a timely manner that suits your individual needs.
• Personal Service – You will not have to talk to a different person every time when you call us. We are always happy to listen and discuss any aspect of your business and offer FREE unlimited telephone enquiries and emails.
• Tax Saving Advice: No individual or business should pay more tax than they are legally obliged to. We can offer tax planning and advice specific to your circumstances.
• Value for Money – We understand that clients like to budget for services and do not like to overpay. We have developed fixed fee scheme that are incredibly competitive and value driven.
• Skills & Knowledge – We have years of taxation, accounting and mortgage broking experience. With this experience and a wealth of knowledge, we provide the necessary guidance and support to our clients.