Julie Samson Tax 25 Yarrabin Drive, Mount Martha, Victoria 3934

Welcome to Julie Samson Tax, located in the beautiful area of Mount Martha, Yarrabin Drive. As a registered tax agent and qualified accountant, I provide top-notch accounting services to clients on the Mornington Peninsula and surrounding areas.

Starting my own accounting business has been a lifelong dream, and I am thrilled to make it a reality. With my meticulous, hardworking, and organized nature, combined with a passion for helping and empowering others, accounting was a natural fit for me.

Before establishing my business, I had the opportunity to travel in my 20s and live in the Torres Strait and Cook Islands, immersing myself in remote island life and culture. Eventually, I returned to my beloved Mornington Peninsula and became a stay-at-home mom for a decade. When faced with the choice of rejoining the workforce in an office admin role or pursuing further education to follow my dream, I decided to embrace my passion. I enrolled at Monash University and successfully graduated with my hard-earned degree. As a mature aged student and a mother of three, this achievement is one I am incredibly proud of.

Over the past decade, I have been fortunate to be mentored by senior accountants, honing my skills in accounting and business lifecycle, tax law, the ATO and audits, and property development tax and accounting. My dedication to going above and beyond has allowed me to build trust-based relationships with my clients, supporting them through the various changes in life and business that occur over the long term. With a well-established client base, I am excited to connect with new individuals on the Mornington Peninsula and beyond.

My goal is to be your ally in reducing stress, overwhelm, and tax-time frustration. I understand that many of us are time-poor, trying to balance business, life, and family. Keeping up with regulations and lodgements can feel overwhelming, leading to disorganization and avoidance. If this resonates with you, rest assured that you are not alone. Many of my clients come to me feeling disorganized, out of their depth, or even apologetic and embarrassed about their financial wellbeing. However, getting people back on track and feeling confident is my strength and passion.

I am here to help you understand your obligations, establish solid processes, and set up reliable routines, so you always feel in control and on time. Additionally, I offer clear guidance and prompt support whenever you need it. Book a FREE 15-minute consultation with me, and we can discuss your unique situation. I am flexible in my communication methods, whether you prefer in-person meetings or online interactions.

After our initial introduction, I will send you an email outlining the 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. Together, we will review your income, work-related expenses, and, for business owners, your business paperwork or bookkeeping software. Based on your specific needs, I will prepare tax returns, financial statements, BAS statements or amendments, and help you organize payment plans to stay on track with the ATO.

Once you are on track with the ATO, I will recommend record-keeping processes that work for you and align with your preferred way of doing things. I may suggest keeping a vehicle logbook or provide tax planning advice to minimize future tax debts. Throughout the year, I offer ongoing support and encourage you to reach out with any questions that arise. I will keep you informed of key dates and important updates from the ATO, grant funding opportunities, and changes in tax law.

Here's what some of my clients have to say about working with me:

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

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

In addition to these personalized services, you will also receive key date reminders and grant funding updates. Plus, I will provide you with free, invaluable tips on how to boost your financial wellbeing.

Whether you are located in Balnarring, Dromana, Flinders, Hastings, Main Ridge, McCrae, Merricks, Moorooduc, Mornington, Mount Eliza, Mount Martha, Point Leo, Portsea, Red Hill, Rosebud, Rye, Safety Beach, Shoreham, Somers, Sorrento, or anywhere else, I am here to support you. With the convenience of online support, you can reach out to me at 0492 938 770.

Let's work together to alleviate your tax-related stress and achieve financial peace of mind.