Eternity Group

Cherrybrook · Tax accounting

Tax Accountant — Cherrybrook

A Chartered Accountant and registered Tax Agent (TPB 25523469) preparing individual, company, trust and SMSF returns, BAS and tax planning for clients in Cherrybrook and the Hills District. This page is about the work itself — the engagement, the deliverables and what changes when you move to a principal-led CA.

Book a Tax Scoping CallSee Indicative Fees

Eternity Group Accountants is a registered tax agent (TPB 25523469). Information on this page is general in nature and does not constitute personal tax advice. Before acting, consider whether the information is appropriate to your circumstances and seek advice from a qualified tax professional.

What this page is for

The service, not the office tour.

There are two Cherrybrook pages, and they answer different questions. This is the one that explains the work.

If you are deciding where to meet — the address, parking, how close the office is to Cherrybrook Metro — the location page is the better read, and it is linked below. This page is for the other question: what do I actually get when I move my tax to a local Chartered Accountant? It walks through how an engagement is scoped, what a registered Tax Agent is obliged to do, what lands on your desk at the end, and what is different about a principal-led practice versus the firm you may be leaving.

The honest summary: the deliverable — a correctly prepared, lodged return — is the same words on every accountant's website. The difference is in who does it, how cleanly it is scoped, and whether the person who quoted the job is the person who signs it. For a single-office CA practice the answer to that last one is always the same person, and that is the point of this page.

The CA difference

What a Chartered Accountant and Tax Agent is actually for.

Registered, accountable preparation

Returns are prepared under registered Tax Agent obligations (TPB 25523469) and the CA ANZ professional standard. That is not decoration — it sets the duty of care, the substantiation discipline and the recourse you have if a position is wrong.

One name on the file

The Chartered Accountant who scopes your engagement is the same person who prepares the return and signs the lodgement. No hand-offs to a returns-prep pool, no re-explaining your situation to a new junior each year.

Positions, not just data entry

A CA engagement is about the judgement calls — repair versus improvement, what is genuinely deductible, how to treat a CGT event, whether a structure still suits you — not just typing numbers into the right ATO labels.

Prefill reconciled, not trusted

ATO prefill is a starting point, not the truth. We reconcile income statements, dividends, interest and managed-fund data against your own records before anything is lodged, because prefill is routinely incomplete in June and July.

The portal handled for you

As your registered agent we lodge through Online Services for Agents, see your ATO account, and field data-matching letters and review queries on your behalf — under the agent lodgement program, which generally gives you later due dates than self-lodging.

Continuity year on year

Carried-forward losses, depreciation schedules, franking balances and prior decisions live with the same preparer. Nothing has to be rediscovered each July, which is where a lot of errors and missed deductions creep in.

How an engagement runs

From first call to lodged return.

Scoping call

A short conversation to map the shape of your tax — PAYG, ABN, rental, investments, entities — so the engagement and the fee are built around your actual position, not a sticker price.

Engagement & handover

You sign a written engagement and, if you are switching, an authority for us to obtain the prior-year return, schedules, losses and workpapers from your previous agent.

Preparation & review

The return is prepared in-house, reconciled against ATO prefill and your records, with deductions mapped to substantiation rules and any offsets calculated. You see a draft before anything is lodged.

Lodgement & aftercare

Once you approve, the return is lodged through Online Services for Agents. We hold the file for any later ATO correspondence and flag what to keep an eye on for next year.

Eternity Group Accountants is a registered tax agent (TPB 25523469). Information on this page is general in nature and does not constitute personal tax advice. Before acting, consider whether the information is appropriate to your circumstances and seek advice from a qualified tax professional.

Deliverables

What actually lands on your desk.

The lodged return

Prepared, reviewed, signed

The relevant return type — individual, company, trust, partnership or SMSF — prepared in-house and lodged through Online Services for Agents under registered Tax Agent obligations.

Supporting schedules

Rental, depreciation, CGT, distributions

Any schedules your situation needs sit inside the engagement — they are not unbundled or quoted separately as a surprise. A quantity surveyor's depreciation schedule is honoured where you hold one.

A plain-English position

What was claimed and why

You get a clear read on the result, the key judgement calls made, and where a number could move next year — not just a PDF and an estimate of your refund.

A point of contact

0414 825 388

Direct access to the Chartered Accountant on your file for the year — for ATO letters, mid-year questions and the next return. Email: rohan@egaamb.com.au.

Who this suits

The Cherrybrook clients who switch to us.

Families outgrowing a DIY return

Two PAYG incomes plus an investment property or share portfolio — the point where the free online tool stops being safe and a rental schedule, dividend reconciliation and CGT positioning start to matter.

Individual returns

Small business owners wanting one CA

A Pty Ltd owner who wants the financial statements, the company return, director-pay structuring and the franking treatment handled by one accountant who understands the whole picture.

Company returns

Families running a trust

Discretionary trusts used for asset protection and income streaming, where the resolutions, beneficiary statements and distribution paperwork need to be right and on time each year.

Trust returns

Investors thinking past 30 June

Property and share investors who want a year-end planning conversation in April–June about prepayments, contributions and timing — before decisions get locked in, not after.

Tax planning

People mid-CGT event

A pending sale of property, shares or a business, where the cost-base and discount treatment under current law needs to be worked through so there are no 30 June surprises.

Anyone who wants their agent back

Clients leaving a larger firm where the file kept moving between juniors, who simply want the same Chartered Accountant on their return two years running.

Frequently asked questions

Switching to a Cherrybrook CA — common questions.

It means the person signing your lodgement is bound by the Tax Practitioners Board's Code of Professional Conduct. Rohan Manokaran is a Chartered Accountant (Chartered Accountants Australia and New Zealand (CA ANZ) 266544) and a registered Tax Agent (TPB 25523469). In practice that gives you three things a non-agent cannot: lawful access to lodge through Online Services for Agents, the agent lodgement program (later due dates than self-lodgers), and a professional standard you can hold the preparer to if something is wrong.

Related

Where to go next

For the office, parking and getting-there detail, use the location page. For the underlying return services and fees, follow the links below.