Hills District · Tax accounting

Tax Accountant Hills District for Families, Investors & Pty Ltd Owners

A Hills District tax accountant viewed from the service side. A Cherrybrook-based Chartered Accountant and registered Tax Agent (TPB 25523469) serving Castle Hill, Norwest, Baulkham Hills, Cherrybrook, Bella Vista, West Pennant Hills, Pennant Hills, Dural and Kellyville — individual, company and trust returns, BAS and year-end tax planning.

Book a Hills District Tax Appointment Individual Tax Returns

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 view of Hills District tax.

This page is the accounting-service counterpart to the Hills District location page. It is written around the depth of the tax work itself rather than around the office and the area.

There are two ways to think about a Hills District tax accountant. One is geographic — where the office sits, which suburbs it draws from, and how the regional hub fits together. That view lives on our Hills District tax accountant location page. The other is the service itself: what actually happens inside an individual, company or trust engagement, and why the Chartered Accountant standard changes the result. That is what this page covers.

The reason for two pages is that Hills District clients arrive with two different questions. Some want to know who is local and where to park; others want to know whether the person doing their company return understands base-rate-entity treatment, Div 7A discipline and how a family trust distribution interacts with the director’s own return. This page answers the second question. Everything here is general information about how the work is approached — your own position depends on the facts and on current law for the relevant income year.

Regional reach

One corridor, two client profiles.

The Hills District is not one homogeneous suburb — it is a corridor that runs from the leafy residential pockets of Cherrybrook, West Pennant Hills, Pennant Hills and Dural across to the dense commercial belt of Norwest, Bella Vista and Castle Hill, with Baulkham Hills and Kellyville in between. From the Cherrybrook office that whole spread is roughly 10–15 minutes’ drive, which is why the practice serves it as a single catchment rather than picking off one postcode.

What matters for the tax work is that the corridor produces two recurring profiles. On the residential side, established PAYG families with an investment property or two and a share portfolio. On the business side, Pty Ltd owner-operators who also happen to live in those same residential pockets. The engagement is shaped around whichever profile you are — and, very often, around the fact that you are both.

Residential PAYG households

Cherrybrook, West Pennant Hills, Pennant Hills, Dural, Castle Hill and Baulkham Hills families: salary income, one or two rentals, dividends and franking, and the occasional ABN side business. The work is clean reconciliation plus catching year-end positions before they cost more than they should.

Pty Ltd business owners

Norwest, Bella Vista and Castle Hill owner-operators: the company return, financial statements, franking and Div 7A, often paired with a family discretionary trust. Director tax and the business return are scoped together so the structure reads as one position.

The work inside the engagement

What you are actually paying for.

Individual returns with depth

Income-statement reconciliation, rental schedules with depreciation and repair-vs-improvement decisions, dividend and franking statements, share-trading reports and CGT events — all checked rather than transcribed.

Individual returns

Company tax returns

Financial statements, the CTR, franking treatment, base-rate-entity testing, Div 7A discipline and director-loan reconciliation. The core engagement for Norwest and Bella Vista owner-operators.

Company returns

Family discretionary trusts

Trustee resolutions, beneficiary statements, streaming decisions and distribution paperwork — prepared so the trust, the company and each individual return line up rather than contradict one another.

Business tax

Year-end tax planning

A structured April–June conversation: prepayments, super contributions, asset timing, director pay and distribution decisions, locked in before 30 June rather than reverse-engineered afterwards.

Tax planning

BAS & lodgement programme

Quarterly BAS for Pty Ltd and trust clients: GST reconciliation, PAYG withholding and instalments, coordinated against the year-end position rather than treated as a separate chore.

BAS & bookkeeping

ATO review & correspondence

Data-matching letters, position papers and objections handled in-house under the registered-Tax-Agent obligations — not escalated to a separate firm at extra cost mid-engagement.

The Chartered Accountant difference

Why the standard changes the result.

Anyone can lodge a return. The difference in a Hills District engagement is the review discipline behind it — and the standards the reviewer is held to.

A registered Tax Agent is licensed to lodge. A Chartered Accountant is additionally bound by Chartered Accountants ANZ professional and ethical standards, ongoing continuing-education requirements and a quality framework that sits above the minimum. In practice that combination shows up in three places. First, in the workpapers — every figure is traceable to a source document, so if the ATO ever asks, the position is defensible. Second, in structure-aware advice — your company, trust and individual return are read as one position rather than three disconnected forms. Third, in the review step, where positions are tested against the current law for the relevant income year instead of being copied forward from last year because that is what was done before.

None of this is a promise of a particular tax result. It is a description of process. What you get is rigour, traceability and a second technical eye — applied to the specific facts of a Hills District household or business. Outcomes still depend on your circumstances and on current law, and everything here is general information, not personal advice.

How an engagement runs

From first call to lodgement.

Scoping call

A short conversation about your structure, suburbs and goals. No engagement letter until we both agree the work is worth it. For switchers, this is also where we map what the prior agent has been capturing.

Onboarding

Engagement letter, ethical-clearance request to your prior agent, and ATO history pulled through Online Services for Agents. Secure document upload set up so the first year starts clean.

Preparation & review

Workpapers built from source documents, then a Chartered Accountant review against current law for the relevant income year. Company, trust and individual returns reconciled against each other.

Sign-off & lodgement

You review and approve before anything is lodged. We lodge through Online Services for Agents, then book the year-end planning conversation for the following April–June.

Practice details

The essentials for Hills District clients.

Office

15 Forest Close, Cherrybrook NSW 2126

By appointment. Around 10–15 minutes from Castle Hill, Norwest, Baulkham Hills, Bella Vista, West Pennant Hills and Kellyville.

Tax Agent Registration

25523469

Registered with the Tax Practitioners Board. Chartered Accountants Australia and New Zealand (CA ANZ) member 266544.

Phone

0414 825 388

rohan@egaamb.com.au

Frequently asked questions

Hills District tax — common questions.

Common questions

How is this page different from the Hills District location page?

This is the accounting-service view: it explains the depth of the tax work itself — what sits inside an individual, company or trust engagement, how the Chartered Accountant difference shows up, and which Hills suburbs we draw from. The location page at /locations/hills-district/tax-accountant is the geographic counterpart, with office detail and the regional hub context. If you want the service depth, stay here; if you want the office-and-area overview, follow the cross-link below.

Which Hills District suburbs do you actually serve?

From the Cherrybrook office we work across the full Hills corridor — Castle Hill, Cherrybrook, Baulkham Hills, Bella Vista, Norwest, West Pennant Hills, Pennant Hills, Dural and Kellyville. The split is roughly even between residential PAYG households on the leafy side and Pty Ltd business owners along the Norwest and Bella Vista commercial belt. Registered Tax Agent (TPB 25523469); Chartered Accountants Australia and New Zealand (CA ANZ) member 266544.

What does the Chartered Accountant difference mean in practice?

It means the person reviewing your return is bound by Chartered Accountants ANZ professional and ethical standards on top of the registered-Tax-Agent obligations. In day-to-day terms it shows up as cleaner workpapers, structure-aware advice (company-and-trust, not just a single return in isolation), and a review step where positions are checked against current law rather than copied from last year. It is general technical rigour, not a promise of any particular tax result.

Do you handle both my personal return and my company at the same time?

Yes — that overlap is the most common Hills District engagement. A Norwest or Bella Vista business owner is usually also a Cherrybrook or Castle Hill homeowner with an investment property. We scope the Pty Ltd return, the director's individual return and any family trust together so franking, director pay and distributions line up across the structure rather than being prepared in separate silos.

Can you do my BAS and bookkeeping as well as the annual return?

Yes. Quarterly BAS and Xero bookkeeping retainers run alongside the year-end company or trust return, and most Hills District small businesses already run on Xero as the system of record. Coordinating BAS, instalments and the year-end position in one place avoids the surprises that come from preparing them apart. See the BAS and bookkeeping page in the bridge below for the dedicated service.

How do I move my tax work across to you?

A short scoping call first — no engagement letter until we both agree it is worth it. The usual Hills District triggers are a business outgrowing a return-only agent, an investment-property portfolio that has grown past what the current agent is capturing, or a wish to scope tax alongside lending decisions. We request an ethical-clearance letter from your prior agent, pull your ATO history through Online Services for Agents, and set the engagement up so the first year is clean. Eligibility, lodgement deadlines and the facts of your situation all apply.

What are indicative fees for Hills District tax work?

Individual returns with investment properties are quoted on scope; Pty Ltd company returns are indicatively from $2,200 incl. GST including the financial statements and CTR; quarterly BAS from $440 incl. GST. Every fee is quoted in writing after scoping so there are no surprises. See the fees page for the full schedule.

Where this fits in the bigger picture

The service depth on this page connects to the location view, the underlying accounting services and the combined accountant-and-broker proposition for the Hills.