Looking for a Tax Accountant Near You?

You've typed “tax accountant near me” into Google.

And now you're staring at a sea of accounting firms, all promising pretty much the same thing.

Tax returns. Tax advice. BAS. Bookkeeping.

So how do you actually choose one?

Because finding a great accountant isn't really about finding the office closest to your house. It's about finding someone you trust with your money, your business and the decisions that come next.

At Citrine Advisory, we're based in South Melbourne and work with clients across Melbourne, Sunbury and greater Victoria — helping individuals, families and businesses with everything from a straightforward tax return through to complex business advisory and virtual CFO support.

An accountant doesn't have to be around the corner anymore

There was a time when choosing an accountant meant finding someone local, dropping a folder of paperwork at their office once a year and coming back when your tax return was ready.

Accounting has changed. Drastically!

Today, we work with clients right across Australia!

So whether you're looking for a tax accountant in Melbourne, an accountant in Sunbury, or you're somewhere further across regional Victoria, you can have access to the same team and the same level of support.

And because so much can now be handled digitally, location doesn't have to determine who you trust with your finances.

More than somewhere to lodge your tax return

If all you need is a personal tax return, we can absolutely help with that.

But sometimes life gets more complicated. Maybe you've purchased an investment property. Your income has grown substantially. You're thinking about a family trust or SMSF. You've started a business. Or that business that began at the kitchen table has suddenly got employees, BAS, GST, payroll and numbers that actually need managing.

That's why we've built Citrine to support people at very different stages.

Our accounting, tax and advisory services range from personal tax returns and tax planning through to business structuring, bookkeeping, BAS and GST, SMSFs, cash flow forecasting and virtual CFO support.

The idea is simple: you shouldn't have to find a new accountant every time your circumstances change.

For individuals, families and high-income earners

Tax can become significantly more complicated as your income, investments and assets grow.

We work with individuals and families across Victoria on personal tax returns, tax planning, Capital Gains Tax, property and investment tax, family trusts, SMSFs and high-income strategies.

And we're big believers in planning before tax time — rather than simply telling you what you owe once the year is already over.

If you're trying to understand more about your own tax position, our Citrine Knowledge Hub is also packed with practical guides written in actual human language.

No accounting degree required.

For businesses — from the first ABN to CFO-level advice

Maybe you've found us because you need an accountant for your business.

You might be right at the beginning and wondering about your ABN, GST registration or business structure.

You might have an established small business and need someone looking after your bookkeeping, BAS, tax planning and reporting.

Or you may have reached the point where you need more sophisticated financial strategy and forecasting.

We work across all of those stages.

If you're just getting started, you might want to read Do I Need an ABN? Here's How to Actually Know.

And if you're already running an established business, our business advisory services are designed to help you look forward — not just report on what already happened.

We're accountants. But we're also people.

This matters to us.

Because choosing an accountant isn't just choosing someone with the right qualifications. You're trusting someone with information that's incredibly personal. Your income. Your business. Your debts. Your investments. Your plans. Sometimes even the things that are keeping you awake at 2am.

Citrine brings together more than 25 years of combined experience across tax, accounting, structuring and business advisory. We're a registered tax agent, IPA members and a Xero Gold Partner.

But qualifications aren't the only thing that makes a good accountant. We want you to understand what's happening with your money. We want you to feel comfortable asking questions. We don't want to be the accountants you hear from once a year when June rolls around.

We're in your corner all year.

That's the difference.

Tax accountants for Melbourne, Sunbury and greater Victoria

So if you arrived here after searching “tax accountant near me”, hello.

We're Citrine Advisory.

We're based in South Melbourne, and we work with individuals and businesses across Melbourne, Sunbury and throughout Victoria.

You don't need an accountant five minutes from your house.

You need the right accountant for where you are now — and where you're heading next.

Meet the Citrine team, explore our Knowledge Hub, or book a free, no-pressure chat and tell us a little about what you need.

We'd love to have you in our corner — and be in yours.

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What Actually Happens Every Year With an SMSF