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Halo Tax + Accounting

Last updated

โ˜… 4.8 ยท 50 Google reviews

๐Ÿ“ž (02) 9497 5005Registered tax agent

Halo Tax + Accounting is a tax and accounting practice based at Suite 4.03, Level 4, 4-6 Bligh St, Sydney NSW 2000. Director Greg Bartels is a registered tax agent and public accountant. Its clients most often come for individual and business tax returns, and it serves small and medium businesses across Sydney's Eastern Suburbs.

Services from Halo Tax + Accounting

Tax

Individual tax returnsCorporate secretarial

Business services

Business tax and advisoryBAS and GSTBookkeepingPayrollCompany and trust setupFinancial advisory

Super and SMSF

SMSF administration

The firm prepares individual income tax returns, and also does tax planning, fringe benefits tax and salary packaging. On the business side it handles business tax, GST registration and BAS lodgement, including monthly or quarterly activity statements. Bookkeeping covers small and medium businesses in retail, professional services, hospitality, entertainment and arts, and medical and healthcare. Payroll is run through Single Touch Payroll. The firm sets up companies and discretionary, unit and hybrid trusts, and handles ASIC compliance and company registers. SMSF work includes administration, trustee minutes, superfund audits and pension-stage documentation.

What customers say about Halo Tax + Accounting

  • ๐Ÿ’ฌCustomers say Greg and the team are helpful and go the extra mile.
  • ๐Ÿ’ฌTwo recent reviews describe tax returns that were delayed or not filed correctly.
  • ๐Ÿ’ฌTwo recent reviews say a staff member joined a phone call about their tax affairs without their consent.

Tips for visiting Halo Tax + Accounting

  • โœ“Ask who will be on any call about your tax affairs, and say early if you want only named people included.
  • โœ“Agree a lodgement date in writing at the start, and check the figures before you sign off on a return.

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FAQ about Halo Tax + Accounting

Is Halo Tax + Accounting a registered tax agent?

Yes. Director Greg Bartels is listed as a registered tax agent and public accountant, and the site shows a Tax Practitioners Board accreditation badge.

Which software does Halo Tax + Accounting use?

Bookkeeping is set up and managed in Xero, MYOB and QuickBooks, and reporting is cloud-based.

Can I book a video appointment with Halo Tax + Accounting?

Yes. In-office, phone or video appointments can be booked online or by calling (02) 9497 5005.