Personal Tax Advice
Tax time often arrives with more questions than answers. What can I claim? What rules have changed since last year? Why is it so difficult? What if I get it wrong? Accentuated by changes in income, family circumstances, or work arrangements, personal tax can quickly feel more complex than it needs to. That’s when it’s time to seek the experts.
At C&H Accounting, we take the uncertainty out of personal tax. Our experienced team provides clear advice and insights to ensure your tax return is accurate, compliant, and structured in your favour.
Our Personal Tax Accountant Services
When tax time approaches each year, C&H are here to help get the ATO off your back. We take the time to understand your circumstances, answer your questions, and identify opportunities you may otherwise miss, so you can feel confident your personal tax is handled properly. But we don’t stop there, our team of tax specialists will optimise your tax position and help protect you and against any risks.
Income Advice
Multiple income sources can make personal tax more complex. We provide guidance on property and investment income, foreign source income, personal super contributions, and motor vehicle expense claims to ensure compliance while identifying legitimate deductions. We also assist with tax matters relating to deceased estates, helping families manage sensitive financial responsibilities with care and clarity.
Employment advice
Changes in employment can have significant tax implications. Whether you are receiving an employment termination payment, participating in an employee share scheme, or dealing with state-based tax obligations, we provide practical advice to ensure everything is handled correctly and tax is managed appropriately.
Sole Trader Business Advice
Starting out as a sole trader can feel straightforward, but the tax and registration requirements can quickly become confusing. We assist with ABN applications, GST registration, and business name setup, ensuring your business is structured correctly from the beginning. By getting the foundations right early, you reduce risk and avoid costly mistakes later.
Capital Gains Tax
Capital Gains Tax can arise when you sell property, shares, or other investments, and the rules are often more complex than expected. We provide accurate CGT calculations and clear advice on how the tax applies to your situation. For eligible business owners, we also guide you through the small business CGT concessions to ensure you take advantage of available relief.
Why Choose C&H?
Our tax accountants have more than 30 years experience staying across changing tax rules and ATO requirements, helping you avoid unnecessary risk while identifying opportunities to legally reduce tax where possible.
Personal tax is not just about numbers. We take the time to listen, explain your options, and provide advice that is genuinely in your best interests, year after year.If you have any questions or unique circumstances to navigate, you’ll benefit from a team with decades of local and industry expertise who are ready to assist.
Our Expert Tax Agents
The C&H team personal tax team is made up of 13 accountants, including both Chartered Accounts (CA) and Certified Practising Accountants (CPA).
Charles Hesse
Partner
Masters of Taxation, CPA, Bachelor of Business, Registered Tax Agent, SMSF Auditor (ASIC), Public Practice Certificate, Xero Certified Advisor
Paddy Cummins
Partner
CPA, Bachelor of Commerce, Registered Tax Agent, SMSF Auditor (ASIC), Public Practice Certificate, Xero Certified Advisor
Luisa Chisholm
Senior Manager
CPA, Bachelor of Business (Accounting), Registered Tax Agent, Xero Certified Advisor
Zoe Mahlstedt
Senior Accountant
CPA, Bachelor of Business, Xero Certified Advisor
Rose Derrick
Senior Accountant
CPA, Bachelor of Business (Accounting), Xero Certified Advisor
Ashley Wang
Senior Accountant & SMSF Specialist
CA, Bachelor of Commerce, Xero Certified Advisor
Mehdi Najmi
Senior Accountant
CPA, Bachelor of Business (Accounting), Xero Certified Advisor
Anthony Amalfi
Senior Accountant
CPA, Bachelor of Business (Accounting), MYOB Partner, Xero Certified Advisor
Kelly Atkinson
Senior Accountant
CPA, Bachelor of Business (Professional Accountancy)
Nathan Elliot
Accountant
CPA (ASA), Bachelor of Business (Prof. Accounting), Xero Certified Advisor
Joshua Hesse
Accountant
CA, Bachelor of Business (Prof. Accounting), Xero Certified Advisor
Ronnel Perez
Accountant
Bachelor of Business (Accounting), Xero Certified Advisor
Personal Tax Accountants in Doreen & Montmorency
C & H Group proudly personal tax services all across Melbourne, but operate out of our two offices in Montmorency and Doreen.
Montmorency Office
For those seeking services in Montmorency, you’ll find our office located at 14/39 Grand Blvd, Montmorency VIC 3094. You’ll find us just a 15-minute walk from Were St.
Doreen Office
For those in the Northeastern suburbs, you’ll find us located at Level 1/100 Hazel Glen Dr, Doreen VIC 3754. You’ll find our office directly across from Laurimar Primary School and close to Laurimar Town Centre.
FAQs
For many people it’s well worth seeking professional tax guidance. While some tax returns appear straightforward, changes in income, investments, deductions, or family circumstances can make things more complex than expected. An accountant helps ensure your return is accurate, compliant, and structured in your favour.
Beyond lodging the return itself, professional advice can help you avoid costly mistakes, identify legitimate deductions, and plan ahead to reduce tax in future years. The value often lies in peace of mind and getting it done properly the first time.
In most cases, a qualified accountant who provides tax services can meet your needs.
An accountant can prepare and lodge your return, provide tax advice, and help with planning and compliance matters. A tax advisor may specialise more heavily in complex tax structuring or strategic planning, often for businesses or higher-net-worth individuals.
The right choice depends on your circumstances, but for most individuals and small businesses, working with an experienced accountant who understands your broader financial situation provides both practical support and strategic guidance.
A CPA, or Certified Practising Accountant, is an accountant who has completed additional qualifications and is a member of a recognised professional body. A tax accountant focuses specifically on tax preparation, compliance, and planning.
Many CPAs also provide tax services, but not all tax accountants hold CPA status. What matters most is experience, technical knowledge, and the ability to provide clear, relevant advice.
Book Your Initial Consultation Today!
Ready to take the stress out of tax time? Book your initial consultation today and discover how working with a trusted personal tax accountant can make tax simpler, more efficient, and far less stressful.
