Accountant Brisbane – EOFY Checklist & Support You Can Rely On

If you’re looking for a reliable and experienced accountant Brisbane locals trust, Lee and Associates is here to support you through tax season and beyond. Based in Fortitude Valley, our team helps individuals and businesses across Brisbane prepare for the End of Financial Year (EOFY) with clarity and confidence. We understand the local landscape and are committed to helping you meet your obligations while maximising opportunities to grow.

EOFY doesn’t need to be overwhelming. With expert advice and practical support from a trusted Brisbane accountant, you’ll feel more in control and better positioned for success in the year ahead.

Why Choose Lee and Associates?

We are more than just accountants – we’re your financial partners. With years of experience across a wide range of industries, we provide tailored support that focuses on real outcomes. Whether you’re a sole trader, business owner or investor, we can help you plan and prepare efficiently.

Strong experience in business and individual tax
Clear advice without the jargon
A proactive approach to tax planning and compliance
Trusted by clients across Brisbane and throughout Australia
Conveniently located in Fortitude Valley, Brisbane

Accountant Brisbane – What We Can Help With

As your go-to accountant Brisbane, we guide you through everything you need to prepare for EOFY. Our services are comprehensive and tailored to your circumstances, including:

Individual tax return preparation and submission
Small business tax planning and lodgement
Bookkeeping and BAS support
Tax minimisation strategies
Capital gains and property tax support
Business structure and compliance reviews

We take a proactive approach to ensure that every deduction is explored, all records are in order, and your finances are ready for the new financial year.

Your EOFY Checklist – What to Prepare

EOFY is a great time to assess your financial position and ensure you’re on track. Here’s a quick checklist to get started:

Gather all income records, including wages, interest, dividends, and business income
Ensure expenses and deductions are documented clearly
Confirm your superannuation contributions and entitlements
Review any capital gains or losses from asset sales
Ensure business records are up to date and accurate
Consider tax-effective strategies with your accountant before 30 June

Need help getting organised? The Australian Taxation Office provides a useful guide to preparing your tax return to help you understand what’s required.

A Local Team That Understands Your Needs

We’re proud to work with individuals and businesses across Brisbane who value straightforward advice and long-term relationships. At Lee and Associates, we see our role as more than tax preparation – we support you with strategies and insights that create real value over time.

Whether you’re looking to grow your business, manage your investments, or simply get your tax return sorted on time, our experienced team is here to help.

Get in Touch With an Accountant Brisbane Locals Trust

Looking for a dependable accountant Brisbane residents rely on year after year? Contact the team at Lee and Associates today to book your consultation or learn more about how we can help.