Independent tax agent · Berwick, Melbourne
Whiztax helps you stay organised and confident about your tax obligations. Expect calm, plain-language guidance and a focused approach to the details that matter for your circumstances. Based in Berwick, Melbourne, and working with clients across Australia online.
Targeted tax and bookkeeping support, tailored to your situation.
Most people start here
Clear preparation and submission support so your income and deductions are reported accurately.
We help you gather your information, check the supporting documents, and prepare your return in line with current requirements.
See what to bringRecord checks, clear reporting, and year-end guidance for sole traders and small companies.
Statements lodged on time, with your figures lined up against your records.
Ongoing bookkeeping that keeps your records tidy and ready when you need them.
General guidance on what applies to you. Tailored advice starts once we work together.
Who we help
Different working lives create different tax questions. Here is how we approach each one.
BAS, bookkeeping, and end-of-year returns handled together, so your numbers stay consistent across the year.
Shift allowances, uniforms, registration fees, and self-education claims reviewed against what the ATO actually accepts.
Tools, vehicle logbooks, and subcontractor income sorted without you having to decode the rules yourself.
First returns, side income, and HECS-HELP explained plainly, at a pace that assumes nothing.
Disposal records, rental schedules, and capital gains reconciled before lodgement, not after a query arrives.
Four steps, in this order, so you always know what is happening.
We listen to your situation and outline the next steps.
You share the key documents and information we need.
We prepare the work and explain anything that needs your input.
We finalise the work and keep you informed about any follow-up.
Direct support from an independent tax agent who understands your situation.
About WhiztaxPlain-language explanations so you can make informed decisions.
Read the FAQsTimely updates and clear next steps, so nothing is left unclear.
Book a timeA careful, accurate approach that values detail and clear records.
Ask a questionCommon questions from individuals and small business clients.
Bring your income statements, deductions, and any relevant records such as bank statements or receipts. If you are unsure, Whiztax can outline what applies to your situation.
Yes. Whiztax supports sole traders and small business owners with bookkeeping, business activity statements (BAS), and end-of-year processes.
Fees depend on the work involved and the information required. You will receive a clear outline before we start.
Yes. We can review what is outstanding and plan a clear path to catch up.
Appointments are scheduled using the booking request form. You will receive a confirmation and a list of what to bring.
Multiple income sources can be handled with the right documents. Whiztax will guide you on what to bring.
Proactive reminders can be arranged as part of ongoing support when appropriate.
Send a quick message and we will reply with next steps.
