Melbourne tax accountants who actually have your back.
Citrine Advisory provides comprehensive taxation and accounting services to individuals and businesses throughout Melbourne
Tax can get complicated. Your accountant doesn't need to make it feel that way.
At Citrine Advisory, we provide straightforward, proactive tax advice for individuals, families and businesses across Melbourne and greater Victoria.
We're based in South Melbourne, but our clients come from all over. And whether you need help with a tax return, you're navigating investments or a growing income, or you're running an increasingly complex business, we're here to make the numbers make sense.
No jargon. No disappearing until next June. Just good advice from people who genuinely care about getting it right.
Servicing Melbourne, Sunbury, Greater Melbourne + beyond. Looking for a tax accountant in Melbourne?
There are plenty of accountants in Melbourne.
Finding the right accountant is a little different.
You want someone who understands what's happening now, but is also thinking about what comes next.
Someone you can actually ask questions.
Someone who'll explain the answer in a way that makes sense.
And ideally, someone who knows your name when you call.
That's how we do things at Citrine.
We're not interested in simply ticking boxes and lodging forms. We want to understand the bigger picture—because the better we understand you, your business and where you're heading, the better advice we can give.
Personal Tax & Tax Planning
Sometimes tax is straightforward. However, sometimes life makes it considerably less so.
If you've got investments, property, capital gains, multiple income streams, a family trust or a growing income, having the right advice can make a real difference.
Our team can help with:
Individual tax returns
Tax planning
Capital Gains Tax
Investment and property tax
Family trusts
High-income tax matters
Superannuation and SMSFs
More complex personal tax situations
And we don't believe tax planning should begin when the financial year is already over.
Where there's an opportunity to plan ahead, we'd much rather have that conversation before June 30.
Business Tax Accountants Melbourne
Running a business creates an entirely different set of tax questions.
GST. BAS. PAYG. Payroll. Super. Company tax. Structures. Cash flow & somewhere amongst all of that, you're supposed to actually run the business.
We work with Melbourne businesses at every stage—from the first ABN through to established businesses needing more sophisticated financial advice.
That can include:
Business tax returns
BAS and GST
Tax planning
Business structures and restructuring
Bookkeeping and cloud accounting
Payroll and superannuation
Cash flow and forecasting
Business advisory
Virtual CFO support
As your business grows, the conversation should grow with it.
Your accountant shouldn't just be telling you what happened last year. They should be helping you understand what your numbers are telling you about what happens next.
More than a once-a-year accountant
This one's important to us. We don't want the only conversation we have with you to be:
"It's tax time. Send us your paperwork."
Good accounting should be proactive. If something changes that affects you, we want you to know.
If there's something you should be thinking about, we'll tell you. If your numbers are showing us something worth talking about, we'll have the conversation.
And if you have a question in October rather than June?
Ask it. We're here all year.
Tax advice for every stage
Your financial life isn't going to stay the same. You might come to Citrine needing your first tax return. Then you start a side hustle. The side hustle becomes a business. The business grows. You employ people. You buy property. Your income changes. Your family changes. Your goals change. Suddenly, the questions you're asking your accountant are very different from the ones you were asking five years ago.
That's why we've built Citrine to support clients through different stages. From individuals and families to startups, small and medium businesses and established organisations—we can grow with you.
Based in Melbourne. Working with clients across Victoria & even Australia wide.
You'll find the Citrine team in South Melbourne, but you don't need to live around the corner to work with us. We support clients across Melbourne, Sunbury and greater Victoria. Technology makes working together easy, but we don't believe that means the relationship needs to become impersonal. Quite the opposite!
You'll still have real people who know your circumstances, understand what you're working towards and are there when you need them. Because proximity is nice.
Having the right accountant in your corner is better.
Accounting without the accounting language
There is a time and place for technical accounting terminology. Usually, that's between accountants.
When we're talking to you, we'd rather explain things like normal humans. You should understand your tax position. You should understand what's happening in your business. You should feel comfortable asking questions without worrying that it's something you should already know.
Our job isn't to impress you with complicated language. It's to make complicated things easier to understand.
Experience you can trust.
People you can actually talk to.
Behind the friendly approach is a seriously experienced team.
Citrine Advisory brings together decades of experience across accounting, tax, compliance and business advisory.
We're here to give you accurate, considered advice—but also to build the kind of relationship where you feel comfortable picking up the phone when something changes. Because your accountant gets to see a pretty significant part of your life.
We think trust matters.
Not ready to call?
Start in the Knowledge Hub.
Sometimes you just want an answer first.
We've built the Citrine Knowledge Hub to make accounting, tax and business a little easier to understand.
You'll find practical, plain-English articles covering everything from tax and GST to business structures, Xero, forecasting, trusts and growing a business.
Have a read.
Learn something useful.
And when your question gets a little bigger than a Google search, you know where to find us.
Frequently Asked Questions
A tax accountant can help you understand and manage your tax obligations, prepare and lodge returns and provide advice around tax planning and more complex financial situations.
For business owners, that relationship can extend much further into areas such as GST, BAS, business structures, cash flow, forecasting and strategic advice.
What does a tax accountant do?
1
Not everyone needs the same level of help.
If your tax affairs are straightforward, your needs may be relatively simple. But as your income, investments, property or business interests become more complex, professional tax advice can become increasingly valuable.
If you're not sure what level of support you need, that's a perfectly good reason to have a conversation.
Do I need a tax accountant?
2
5
6
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We're based in South Melbourne and work with clients across Melbourne, Sunbury and greater Victoria.
Many aspects of accounting can now be handled digitally, which means you don't necessarily need to choose an accountant based solely on who happens to be closest to home.
Where is Citrine Advisory located?
3
Can you help with tax planning, not just my tax return?
Can I change accountants?
Do I have to live in Melbourne to work with Citrine?
Do you work with both individuals and businesses?
4
We do.
Our clients range from individuals and families through to startups, small and medium businesses and established organisations.
Absolutely.
In fact, we think some of the most valuable conversations happen before tax time.
Tax planning allows us to look ahead, understand your circumstances and identify things worth considering while there's still time to act.
Yes.
Changing accountants is generally much less daunting than people imagine. If your current accountant isn't giving you the communication, advice or support you need, talk to us.
We can explain what changing accountants involves and help make the transition straightforward.
No.
While we're Melbourne-based, we work with clients across Victoria. If you're in Sunbury, regional Victoria or simply nowhere near South Melbourne, that doesn't mean we can't work together.
Looking for a tax accountant in Melbourne?
Maybe you need someone to lodge your tax return. Maybe things have become a little more complicated. Or maybe you're running a business and you've realised you need an accountant who does more than look backwards. Whatever brought you here, we'd love to hear about it.
Citrine Advisory provides tax, accounting and business advice to individuals, families and businesses across Melbourne, Sunbury and greater Victoria.
Come and have a chat.
No pressure. No accounting jargon.
Just tell us what's going on and we'll work out what you need.