Hervey Bay Tax Solutions and Plan Management

Tax can be confusing,
and that’s where we come in.
Let’s collaborate.

Call Us Today on 07 4334 0002 to Schedule an Appointment

About HB Tax Solutions

About Hervey Bay Tax Solutions

Hervey Bay Tax Solutions was established in April 2021 by Cassie Patterson to provide taxation and accounting services to residents of the Fraser Coast. We’re small business and individual tax return specialists, here to help you with your tax and business needs. With a strong focus on tax planning and compliance, we work with our clients to ensure they’re aware of their obligations and how to meet them, while recommending strategies for tax reduction and streamlining processes.

Our experience has taught us that people often overlook the value that an accountant or tax agent can add to their business, not just for the purpose of saving tax, but for being able to read and understand financial reports to gain a better understanding of how a business is operating, or being able to breathe easy knowing that obligations are met and compliance is being maintained.

Areas that we can help you included but are not limited to:

Tax return and financial statement preparation
BAS and GST matters and advice
Tax planning for businesses and individuals
Capital gains tax estimations and advice
Budgeting for businesses and individuals
Advice regarding entity structures

Services

Our Services

Tax preparation services for individuals, sole traders, partnerships, trust and companies
Financial statement preparation
Accounting system set up and training
Budgeting assistance for businesses and personal funds
Business Activity Statement preparation and lodgement
ATO liaison regarding lodgements, payments and other matters
Tax advice
Tax planning
Structure advice and set up
ABN and business name registrations
ASIC compliance for companies

Have more questions?

Call 07 4334 0002

Hervey Bay Tax Solutions

Why Do You Need Hervey Bay Tax Solutions?

If you aren’t convinced that you need an accountant to assist with your personal or business finances; here are a few pro’s to having us on your team!

1. Save Time:

The time that you put into your finances can be used elsewhere. So why not have us do it on your behalf, whilst you do what you need to get done? Time efficient, check!

2. Reduce Tax Liability:

Let’s be honest, without proper training a lot of people don’t quite know what to do with their taxes, just out here winging it. So let us put our training, expertise and knowledge into getting things done right, to get you the best outcome.

3. Can Help Grow Your Business:

How? I hear you ask. Well, with budgeting and financial strategies we can assure your accounts are in tip top shape, ready for future expansions.

4. Access to Finance Knowledge:

When we have had years (in my case 10+) of experience, we are also accessible to provide detailed information on all things finance related. Got a question? Get in touch and we can help you in no time!

5. Stress Less:

When deadlines build up, finances don’t add up, the budget starts to fall through… It can all be quite stressful, and especially if you run a growing business. you don’t always have enough time to spare to fix everything! Stress can be a major concern for your health too. So stay healthy, stress less and contact us for a consult!

I would love the opportunity to chat with you and see in what areas I can assist you, in your personal finance goals or as a growing business!

News and Latest Updates

News and Resources

Understanding GST

Jun 5, 2024

Once a business reaches $75,000 in sales it's a requirement to register for GST. We all know that GST is Goods and...

Handling Late Tax Lodgements

Jun 5, 2024

I’ve been working in the accounting industry for over ten years now, and one thing I see a lot of are people who have...

Welcome

Jun 5, 2024

Welcome to Hervey Bay Tax Solutions, a new style accounting firm. Taking care of your tax, so you spend more time...

Solve All Your Tax Problems Under One Room

With services ranging from income tax returns, BAS preparation, business and personal budgeting, corporate compliance, tax planning, superannuation processing, and more, we’re here to help with all your accounting needs.

Certifications and Associations

Testimonials

What our clients are saying

    
 
 
        
   Amelia Parry 
 
 
 
  Cass is amazing! We have done our tax returns twice now with her and couldn't be happier with the support we have got from her. She is amazing with giving out the best information. Especially now my partner has started his own business. Thank you cassie. 😊
  
 
       
   Jessie Mckenzie 
 
 
 
  Cass is amazing. We are a primary producer and our tax was alittle tricky. But nothing was too hard for her. She smashed it and help us get our bas and returns all in order. I can't recommend her enough. Thanks for all your help Cass.
  
 
       
   Mark and Alison Cammelot 
 
 
 
  Highly recommend Cassandra at Hervey Bay Tax Solutions.  Very professionall, friendly, efficient, and knowledgeable. Thank you! 😊
  
 
       
   Renata Jones 
 
 
 
  Amazing job! So lovely to deal with, knowledgeable and prompt! Highly recommend
  
 
       
   Gavin Kavanagh 
 
 
 
  Cassie has been awesome! Friendly, prompt and personable. Work by Hervey Bay Tax Solutions has been exemplary.
  
 
       
   Queenslander 
 
 
 
  Hervey bay tax Solutions  is Fantastic, I am a sole trader and this is my first year lodging  what I thought would be a complicated return but  Hervey Bay Tax Solutions had it completed super quick within 2days. I'm amazed. Other accountants have taken weeks to months previously. I got a better return then i was expecting :) Highly recommend. Cassie is just amazing and excellent at her job. She's always happy to help and did my Tax cheaper then anyone else. Thanks again :)
  
 
       
   Emma Davies 
 
 
 
  Absolutely amazing experience so helpful and helped me with everything I needed definitely using you guys again and for the record the first business to not expect hundreds of dollars without asking the right questions they took the time to ask all the necessary questions and chose the right thing for me thanks again guys
  
 
       
   Judy Lannan 
 
 
 
  Great Management impeccable service
  
 
       
   Chloe Vanderwolf 
 
 
 
  Cassie from Hervey Bay Tax Solutions is so helpful and nothing is a bother. Very responsive and helpful. Recommend this company for your tax needs.
  
 
       
   Nathan C 
 
 
 
  Always happy to answer anything. Very understanding and happy to explain the complications of the tax world.