Qualified Tax Accountant Mornington

I help make tax time a breeze by supporting you every step of the way.

Business services

Personal income

Tax planning

Business formation

Hi, I’m Julie Samson.

I’m a registered tax agent and qualified accountant that provides services on the Mornington Peninsula and surrounds.

Starting my own accounting business is something I spent a long time dreaming about and making happen. As a meticulous, hardworking and organised person who enjoys helping, educating, and empowering others, accounting was a natural fit for me.

I travelled in my 20s and lived in the Torres Strait and Cooks Islands, learning about remote island life and people, before returning to my home on the Mornington Peninsula, where I became a stay-at-home mum for 10 years. Faced with the choice of either re-joining the workforce in an office admin role or engaging in further study so that I could pursue my dream, I decided to follow my passion. I enrolled at Monash University and graduated with my hard-won degree. Achieving this as a mature aged student and mother of three is an achievement I’m very proud of.

Over the last 10 years, I’ve been mentored by senior accountants and have honed my skills in accounting and business lifecycle, tax law, the ATO and audits, and property development tax and accounting.

I always aim to go above and beyond, to forge dedicated, trust-based relationships with my clients, where I can support them throughout the many changes in life and business that occur over the long term. My client base is well established, and I look forward to building new connections with people on the Mornington Peninsula — and elsewhere.

My goal is to work with you to help reduce stress, overwhelm and tax-time frustration!

Tax time can be confronting.

Many of us are time-poor. Keeping up with regulations and lodgements can be overwhelming when you’re also juggling business, life and family, and it’s so easy to fall into disorganisation – and even outright avoidance.

If this is where you’re at, you’re certainly not alone. Many of my clients first come to me feeing disorganised, out of their depth, or even apologetic or embarrassed about the state of their financial wellbeing.

Getting people on track and feeling confident is my strength and passion.

Let me help you get organised.

I’m here to help you understand your obligations, build solid processes, and set up reliable routines so you can always feel on time and in control.

I’m also able to offer you clear guidance and prompt support for when you need it.

How I can help:

Tax Returns Mornington

If numbers or tax aren’t your comfort zone, I’m here to take that task off your hands and get you the best outcome, so you can spend less time stressing and more time focusing on what you love.

 

 

Services:

Wages Income

Rental Income

Capital Gains Tax

Dividend Income

Motor Vehicle Logbook

Self Education Claims

Home office calculations

Depreciation schedules

Tax Offsets

Business Accounting Mornington

Having your own business means a lot of paperwork and tax compliance, which can be stressful and outright confusing. If you’re just starting out, I can get you on the right track from the get-go. If you’re already established, we can streamline your processes, ensure compliance, and minimise your tax-time stress.

 

Services:

Sole Trader

Partnership

Company

Trust

Tax preparation

Financial Statements

Tax planning

BAS reconciliation

Fringe Benefits Tax

Registrations (ABN, GST, PAYG)

Bookkeeping

My process for getting you organised:

 

  • Book a FREE 15 minute consultation with me and we can talk through your situation. I understand that you are unique and I can work with your preferred way of communication – in-person or online.

  • After our initial introductions, I will send you an email outlining information I will need for our next ONE hour consultation.

    I will also request your personal details and authority to act as your registered tax agent. I will ask questions about your income and your work related expenses.

    For business owners, we will work together to review your business paperwork or bookkeeping software.

  • I will analyse your financial information and, depending on your specific needs, I will prepare tax returns, financial statements, BAS statements or amendments, and organise payment plans to get you on track with ATO.

  • Now you are on track with the ATO, I will recommend record keeping processes that work for you and how you like to do things.

    I may ask you to keep a vehicle logbook or suggest tax planning to minimise your future tax debts. I offer support throughout the year and I encourage you to ask me questions as they arise.

  • I will Iet you know key dates and keep you informed of important updates from the ATO, grant funding, and tax law.

 

Testimonials

 

“Julie takes the stress out of tax. Her communication, knowledge and advice is always delivered in a simple, thorough and timely manner. Her service has been great support for my business and I couldn't recommend her enough..”

— Annie Jeffreys, Creative Director

“Julie is great to work with. She explains things very well, even on confusing topics. She is very knowledgable and very thorough. I will recommend her to my friends.”

— Ika Prasetio, Data Analyst

Ready to improve your financial wellbeing?