Annual financial statements
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
Merrylands accounting service
Company, partnership, and trust accounting
Companies, partnerships, and trusts need records that support tax returns, financial statements, distributions, and business decisions.
Best starting point
Preparation of financial statements, tax returns, and ongoing accounting support for companies, partnerships, and trusts.
Office
Suite 2, Level 1, 204 Merrylands Road
Before appointment
Accounting software access or exported ledgers
Overview
A practical pathway for the work
Preparation of financial statements, tax returns, and ongoing accounting support for companies, partnerships, and trusts.
Annual financial statements
Company, partnership, and trust tax returns
Distribution and beneficiary records
Director and owner reporting records
Service components
What this service can include
Company, partnership, and trust tax returns
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
Distribution and beneficiary records
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
Director and owner reporting records
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
BAS, payroll, and bookkeeping coordination
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
Year-end accounting review
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
Appointment flow
From first enquiry to next action
The office confirms the right records, reviews what has been supplied, and explains what needs to happen before lodgement or advice is finalised.
Contact the office
Call or send an enquiry with the type of tax or accounting support you need.
Bring the right documents
The office can confirm what to bring before your appointment.
Review and prepare
Your records and questions are reviewed by an onshore team before the next step is explained.
Lodge or act
The accountant confirms what is lodged, what remains outstanding, and any future deadlines.
Prepare
Documents and details to have ready
01
Accounting software access or exported ledgers
02
Bank statements and reconciliations
03
Prior year financial statements and tax returns
04
Trust deed or partnership agreement, if applicable
05
Loan, asset, payroll, and distribution records
Important note
Before you rely on the next step
The work required depends on the entity structure, the accounting records, and any prior-year matters that need review.
Benefits of working with us
Local support, structured around your records
Professionalism and integrity
Accounting and taxation work is handled with a focus on accuracy, communication, and responsible advice.
Personalised client service
The practice builds long-term relationships so advice can reflect each client's records, obligations, and goals.
Onshore Australian support
Client work is completed onshore in Australia, with hands-on attention from the local team.
Proactive financial guidance
Advice is designed to help clients stay organised, prepare for deadlines, and make informed decisions.
Related services
Other ways the office can help
Individual tax returns
Preparation and lodgement support for accurate, compliant individual tax returns, including income, deductions, investment records, and rental property matters where relevant.
View Individual tax returnsSmall business accounting
Practical support for sole traders, companies, partnerships, and trusts, including tax returns, financial statements, compliance records, and year-round accounting questions.
View Small business accountingBAS, GST, and ATO lodgements
Assistance preparing business activity statements and keeping GST, PAYG, and ATO reporting organised across the year.
View BAS, GST, and ATO lodgementsMerrylands office
Ready to discuss your tax or accounting matter?
Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.
Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160
Open Monday to Friday, 9:00 AM – 6:00 PM