Eternity Group

Greater Sydney · Tax accounting

Tax Accountant for Sydney

A Chartered Accountant and registered Tax Agent (TPB 25523469) preparing individual, business and investor tax returns for clients across greater Sydney — run from the Cherrybrook office and lodged digitally, so reach is not limited to one suburb. This page explains the CA-led service, who it suits, and how an engagement runs.

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.

Who this is for

A Sydney-wide reach, one Chartered Accountant.

Greater Sydney is a big market with no shortage of accountants. This page is for the people choosing a CA-led practice they can work with from anywhere in the city.

Most people searching for a “tax accountant Sydney” are not tied to a particular suburb. They want the right person on the file — a Chartered Accountant and registered Tax Agent who will scope the engagement, prepare the return and sign the lodgement — and they are comfortable doing most of it by phone, email and video. That is exactly how this practice works. The office sits in Cherrybrook in the north-west, but the income-tax work itself is digital end to end, so clients in the inner west, the eastern suburbs, the north shore, the south and the western suburbs are all served the same way.

If you would rather meet close to home and want suburb-level detail, two sibling pages go narrower: the Cherrybrook tax accountant page and the Hills District tax accountant page. The simplest way to choose: if you specifically want a Hills-local accountant for in-person meetings near you, read the Hills District page — it is the local-relationship version of this one. This Sydney page is about greater-Sydney reach, not a single postcode.

Why a CA-led practice

What you are actually choosing when you choose the accountant, not the postcode.

One name on the file

The Chartered Accountant (Chartered Accountants Australia and New Zealand (CA ANZ)) who scopes your engagement is the same person who prepares the return and signs the lodgement. No hand-offs to a rotating returns pool, no re-explaining your situation to a new junior each Sydney tax season.

Registered, accountable lodgement

Returns are prepared under registered Tax Agent obligations (TPB 25523469) and the CA ANZ professional standard. That sets the duty of care, the substantiation discipline, and the recourse you have if a position is ever wrong.

Distance is not a constraint

As your registered agent we lodge through Online Services for Agents and see your ATO account. Where you live in greater Sydney changes only where we meet if you prefer face to face — it does not change what we can do for you.

Judgement, not just data entry

A CA engagement is about the 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.

Individual returns

Lending-aware where it matters

If a finance decision is also in play, your tax position and a lender’s serviceability view draw on the same numbers. Having one practice see both means the returns can be prepared with that in mind.

Finance side

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 missed deductions and errors tend to creep in.

What the service covers

The work behind a Sydney tax engagement.

Individuals & investors

Returns, rentals, shares, CGT

PAYG and ABN returns, rental schedules, dividend and managed-fund reconciliation, and capital gains events worked through under current law. The full service is set out on the individual tax return page.

Business & companies

Financials, returns, franking

Company financial statements, company returns, director-pay considerations and franking treatment — handled by one accountant who sees the whole picture. More on the business tax accountant page.

Planning before 30 June

Strategy, not surprises

A year-end review in April to June about timing, prepayments and contributions before decisions are locked in. Tax planning is a review process, not a guaranteed outcome — see tax planning.

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.

Tax and finance, joined up

Where a lending decision sits beside the tax.

Plenty of Sydney clients come for tax and discover they also have a finance question running in parallel — a refinance, a first purchase, an investment property, or a self-employed borrower whose income needs explaining to a lender. The two are closely linked. The way income is declared, the add-backs in a self-employed return, and how a company or trust is treated are the same facts a lender assesses for serviceability. When one practice prepares the returns and can also act on the broking side, that information is consistent rather than reconstructed twice.

That said, the two engagements are kept separate, and tax preparation never depends on taking a loan. If a finance decision is in play, the finance side of the practice can take it from there. Any approval depends on the lender’s assessment, their lending criteria and your circumstances — nothing on this page is a credit offer or a promise of approval.

What to watch

The things that trip up Sydney taxpayers.

Trusting June prefill

ATO prefill is incomplete early in the season. Dividends, distributions and managed-fund data often land late, so a return lodged on prefill alone in July can be wrong. We reconcile against your own records first.

A property changing use

An investment property that becomes a home, or vice versa, changes the deductions and the future CGT position. Getting the cost base and apportionment right early avoids a 30 June surprise later.

Rental property tax

Repair versus improvement

One is deductible now, the other is capitalised and depreciated. Investors across Sydney get this line wrong often enough that it is worth a deliberate look every year, not a guess at lodgement.

A pending sale

A property, share parcel or business sale needs the cost base and discount treatment worked through before settlement, not after. Capital gains positioning is far easier with notice.

Capital gains tax

A structure left unreviewed

A company or trust set up years ago may no longer fit. Structure is general territory that should be revisited with advice for your situation — not assumed to still suit because it once did.

Leaving planning to July

By the time the return is being prepared, most of the year’s decisions are locked. The useful conversation about timing and contributions happens before 30 June, not after it.

Tax planning

How an engagement runs

From first call to lodged return — wherever you are in Sydney.

Scoping call

A short conversation — by phone, video or in person at Cherrybrook — to map the shape of your tax so the engagement and the fee are built around your real position, not a sticker price.

Engagement & handover

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

Frequently asked questions

Choosing a Sydney tax accountant — common questions.

Yes. The office is in Cherrybrook in Sydney's north-west, but returns are prepared, reviewed and lodged digitally, so the work reaches clients right across greater Sydney — the inner west, the east, the north shore, the south and the western suburbs. Appointments can be in person at the Cherrybrook office, by phone or by video. As a registered Tax Agent (TPB 25523469) lodging through Online Services for Agents, your physical postcode does not change what we can do — it only changes where we meet if you prefer to meet face to face.

Related

Where to go next

For the underlying return services, the Sydney location detail, or the finance side, follow the links below — or get in touch to scope your engagement.