TidyTax

We are a team of qualified CPA and Tax Agent with 10 years+ of expertise in tax & accounting services in Australia. Be TaxFit with TidyTax.

We are your tax accountant throughout the year in all aspects instead of just filling tax return. Why TidyTax
- Experienced & CPA Qualified Team
- Relationship Centric Approach
- Fixed Pricing
- Seamless Digital Experience
- Flexible Meeting Hours (evening & weekends)
- 100% Australian Owned & Operated
- Zoom & Phone meeting preferred to be CovidSafe

Individual Tax Return
We don't hire trainee or

graduates just for the tax season. Instead, all tax returns are managed by qualified and experienced CPA tax accountants. With a structured approach and years of expertise, our team have helped 1000+ individual taxpayers. Business Tax & Bookkeeping
Our practice is industry and technology agnostic, with no lock-in constraints. Depending on business needs we change our service model to provide fit for purpose service. Focus on business growth and let expert streamline and manage your books. Call us for an obligation-free meeting to demonstrate how we can tidy up your business processes, implement digital workflow to make decision making fast & factual.

18/06/2026

Most finance concepts sound harder than they really are.

CapEx and OpEx are a perfect example.

CapEx = building for the future
Money spent on long-term assets that help the business grow over time.

Think:
• equipment
• machinery
• vehicles
• office fit-outs
• multi-year software
• property improvements

These costs usually sit on the Balance Sheet first and may be depreciated over time.

OpEx = keeping the business running
Day-to-day costs needed to operate the business.

Think:
• wages
• rent
• subscriptions
• advertising
• office expenses
• repairs and maintenance

These usually hit the Profit & Loss as business expenses.

Why does this matter?

Because the way you spend money affects your tax position, cash flow, profit reporting, asset value and even your borrowing capacity.

A business can be profitable on paper but tight on cash.

Or it can spend heavily on assets now to build long-term value later.

The key is knowing the difference, planning the timing and recording it correctly.

At TidyTax, we help business owners with bookkeeping, BAS, tax returns, financial statements, business structuring and loan-ready financials so your numbers are clean, compliant and useful for decision-making.

17/06/2026

The 2026 Federal Budget has proposed major changes to:

• Negative gearing
• Capital gains tax
• Family trust distributions
• Property investment structures

From 1 July 2027, negative gearing for residential property is proposed to be limited to newly built homes.

That means if you buy an established investment property after Budget night, you may no longer be able to use rental losses to reduce tax on your salary or wages.

Existing investment properties held before 7:30 pm AEST on 12 May 2026 are proposed to be grandfathered, so current rules should continue while you keep holding that property.

The government is also proposing changes to CGT and a 30% minimum tax rate for certain capital gains and discretionary family trust distributions.

This is where structure becomes very important.

Buying in your own name, a trust, company or SMSF can have very different tax outcomes.

But important point:

These measures are still proposed. They are not law yet and must still pass Parliament.

Before buying, selling or restructuring property, get proper tax advice.

At TidyTax, we help property investors understand the tax impact, cash flow effect and ownership structure before making big decisions.

Speak to TidyTax before you commit.

General information only. Please seek advice based on your personal circumstances.

15/06/2026

At TidyTax, we don’t just lodge tax returns. We help clients understand their numbers, claim correctly, stay compliant and make smarter financial decisions with confidence.

A big thank you to our client for trusting TidyTax and sharing their experience.

Whether you need help with individual tax, investment property tax, business accounting, company or trust returns, business setup or loan support, our team is here to make the process simple, accurate and stress-free.

Your tax and finance journey should feel clear. That’s what we work towards every day.

TidyTax services:
Individual Tax Returns | Business Accounting | Company & Trust Tax Returns | Bookkeeping | Business & Trust Setup | Loan & Mortgage Support

13/06/2026

We're Hiring - Accountant / Tax Associate

Looking for your next opportunity in accounting and taxation?

TidyTax is growing and we're looking for a detail-oriented Accountant / Tax Associate to join our team.

You'll gain hands-on experience across:
✅ Bookkeeping
✅ Financial Statements & Year-End Accounts
✅ BAS & GST Compliance
✅ Individual, Company, Trust & Partnership Tax Returns
✅ Client Workpapers & Reconciliations

What we're looking for:
✔ Experience with Australian accounting and taxation
✔ Strong bookkeeping and reconciliation skills
✔ Xero and QuickBooks experience is essential
✔ Attention to detail and a proactive mindset

At TidyTax, you'll work with a diverse range of clients, cloud-based technology and a supportive team of four accountants who are focused on growth and continuous learning.

Interested? Apply through https://zurl.co/wQyra

11/06/2026

Hi everyone, Gautam here from TidyTax.

TidyTax customers will shortly receive an email invitation to join our new Client Portal and download the TidyTax Mobile App on their iPhone or Android device.

We’ve built this platform to make your experience with TidyTax simpler, faster and more secure.

Through the app, you can upload documents, sign forms electronically, ask questions, receive tax tips and keep everything organised in one place.

No more digging through email chains or searching for documents. Everything you need will be available through a single secure portal.

As TidyTax grows, we’re continuing to invest in technology that saves you time while maintaining the personal service we’re known for.

We look forward to welcoming you to the platform.

And remember, if you have a tax or loan question, you know who to contact — TidyTax.

08/06/2026

B2B or B2C? Most businesses think they know. Many don't.

One of the first questions we ask new clients is:

"Who are you actually selling to?"

Because your pricing, marketing, systems, and growth strategy often depend on the answer.

🔹 B2B – Selling to other businesses
🔹 B2C – Selling directly to consumers
🔹 C2B – Individuals providing services to businesses
🔹 C2C – Consumers selling to other consumers

The interesting part?

Many businesses operate across multiple models without realising it.

For example, a consultant may provide services to businesses (B2B), while also selling online courses directly to individuals (B2C).

Understanding your business model helps with:

✅ Pricing strategy
✅ Marketing decisions
✅ Business structure selection
✅ GST and tax considerations
✅ Long-term growth planning

The clearer you are about how your business makes money, the easier it becomes to make better business decisions.

At TidyTax, we help business owners understand not just their tax obligations, but how their structure, systems, and business model work together to support growth.

Services include:

• Business structure advice
• Company and trust setup
• Tax returns and BAS lodgements
• Business accounting and bookkeeping
• Cash flow and profitability reviews
• Business and investment lending solutions

05/06/2026

One of the biggest tax planning mistakes we see every year?

People start thinking about tax after 30 June.

By then, most opportunities are gone.

A personal deductible super contribution is one of the few strategies that can potentially reduce your tax bill while also building your retirement savings.

Yet many Australians either don’t know about it or leave it too late.

With only a few weeks remaining until the end of the financial year, now is the time to review:

✔ Your available concessional contribution cap
✔ Any unused carry-forward contribution caps from previous years
✔ Whether a super contribution could help reduce your taxable income
✔ How much time your super fund needs to receive the contribution before 30 June

This can be particularly relevant if you’ve had a strong income year, received a bonus, sold an investment, or simply have excess cash available.

The key is planning early. Tax planning works best before 30 June, not after.

If you’re unsure whether a super contribution could benefit your situation, reach out to TidyTax and we’ll help you understand your options before the deadline.

Tax Returns • Tax Planning • Small Business Accounting • Property Tax Advice • Mortgage Broking

And if this is the first time your accountant is mentioning tax planning in June… it may be worth asking why.

04/06/2026

Most businesses think marketing is about running ads.

In reality, the strongest businesses usually grow through a mix of strategies.

✅ Word of mouth from happy clients
✅ Strong relationships built over time
✅ Consistent online presence
✅ Valuable content that educates and helps people
✅ Community involvement and trust building

At TidyTax, our biggest growth driver has never been flashy advertising.

It's been helping clients understand their tax position, answering questions promptly, and delivering a service that people genuinely feel comfortable recommending to family, friends, and colleagues.

Marketing can bring attention.

Trust is what turns attention into long-term clients.

If you're looking for support with tax returns, business accounting, property tax planning, SMSF administration, or mortgage solutions, the team at TidyTax is here to help.

01/06/2026

Income Splitting is becoming a bigger focus area for the ATO.

In simple terms, income splitting is when income earned by one person is allocated to another family member who may be on a lower tax rate.

The ATO generally looks at two broad types of income:

• Income generated from assets such as property, shares and investments
• Income generated from a person's skills, expertise and work

Common arrangements can include:

• Trust distributions
• Payments to family members through a business
• Profit allocation between related parties

The key question is whether the arrangement reflects the actual work performed and who ultimately benefits from the income.

With increased ATO attention in this area, it is important for business owners, contractors and professionals to understand how their structure operates.

If you'd like to understand how these rules may apply to your situation, reach out to TidyTax.

25/05/2026

🏠 “Buy new builds” is everywhere right now…
But here’s what many property investors are missing

Not every renovated or rebuilt property will automatically qualify as a genuine “new build” under the proposed Budget changes.

A brand-new development or off-the-plan apartment could be treated very differently compared to an established property that’s simply been renovated.

And that one detail could impact:
• negative gearing eligibility
• future CGT outcomes
• overall tax benefits and cash flow

This is where investors can get caught relying on headlines, reels, or general advice online.

Because in property tax, one small detail can completely change the outcome.

Before signing contracts or paying deposits, make sure you understand how the rules may apply to your specific scenario.

At TidyTax, we help investors understand the tax side before they commit.

🌐 https://zurl.co/3LESH

Address

Level 2, 23 Foster Street
Surry Hills, NSW
2010

Website

http://tidytax.com.au/

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