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Top 20 Tax Planning Advisors in Melbourne, VIC

Verified customer reviews and ratings for the best tax planning advisors serving Melbourne. Sorted by rating.

See all tax planning advisors across VIC
Finding the right tax planning advisor in Melbourne means checking they're registered with the Tax Practitioners Board (TPB) and have genuine client reviews. Our directory lists 16 verified advisors in Melbourne, all independently rated by real clients. Look for specialists in your industry or situation—whether that's business structuring, investment tax, or personal tax strategy.
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Worldwide Advisory#1 Tax Planning in Melbourne
Melbourne, VIC
5.0(82)

Worldwide Advisory provides cross-border tax advice for Australians operating globally and individuals navigating complex international tax matters. They specialize in assisting Australian businesses expanding overseas, individuals relocating internationally, and overseas businesses establishing operations in Australia. Their approach involves structured assessment and technically defensible advice tailored to multi-jurisdiction tax situations.

Cross-border tax adviceTax residency planningExpatriate taxationCross-border structuring
No Limit Tax Advisory
Melbourne, VIC
5.0(36)

No Limit Advisory is a cloud-based accounting practice offering tax compliance, business advisory, and Xero setup services. They provide proactive accounting support with transparent pricing and unlimited advice to small business owners.

Tax & AccountingTax PlanningXero Setup & SupportBusiness Formation & Startup
Melbourne, VIC
5.0(19)

AmTax provides US tax services for American citizens and green card holders living outside the United States. The firm offers tax preparation, filing assistance, and advisory services related to US tax compliance for expats, with over 25 years of experience led by IRS Enrolled Agent Tameron McDougall.

Annual US tax preparation servicesFiling under Streamlined Foreign Offshore ProceduresReports of Foreign Bank Account (FBAR filing)Filing under Relief Procedures for Certain Former Citizens
Melbourne, VIC
5.0(15)

Tax Debt Solutions Australia provides tax debt advisory services specialising in negotiating with the Australian Taxation Office and State Revenue Offices. They offer tailored strategies to resolve tax debt, negotiate payment arrangements, and help businesses avoid liquidation and individuals avoid bankruptcy.

Tax debt negotiationPayment arrangementsTax debt resolutionObjection to penalties
Melbourne, VIC
3.6(11)

R&K Taxation Experts is a network of accounting firms providing tax preparation, accounting, and business financial services. Starting as a family-run business in 2011, they have grown to serve over 20,000 clients across Victoria, NSW, and WA through a franchise model.

Taxation ServicesAccountingBusiness ServicesCorporate Secretarial
Mulgrave, VIC
5.0(35)

Glorious Business Advisors and Tax Consultants is a registered tax agent providing accounting, taxation, bookkeeping, and business advisory services. With more than 10 years of experience in Australia, they offer personalized assistance across individual and business tax returns, GST/BAS returns, and corporate secretarial services.

Tax returns for individualsTax returns for businessesTax returns for investment propertiesGST/BAS returns
QuickN Accu Tax
QuickN Accu TaxServes Melbourne
Weir Views, VIC
5.0(5)

QuickN Accu Tax is an accounting firm offering taxation, tax planning, bookkeeping and accounting services for individuals, partnerships, companies, trusts and SMSFs. Led by CPA Ushan with twenty years of experience in taxation and accounting across various industries.

Individual tax returnsCompany tax returnsPartnership taxationTrust taxation
eFirm - Tax Accountants Melbourne
Ringwood, VIC
5.0(5)

eFirm is a registered tax agent and accounting firm in Melbourne providing tax return preparation, bookkeeping, business advisory, and financial planning services to individuals and businesses. They offer online tax services and fixed-fee accounting support with unlimited client assistance.

Individual Tax ReturnsCompany Tax ReturnsPartnership Tax ReturnsTrust Tax Returns

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Tax Planning Advisors in Melbourne — FAQs

What qualifications should a Melbourne tax planning advisor have?

They must be registered with the Tax Practitioners Board (TPB). Many hold accounting qualifications (CA, CPA, IPA) or tax agent certifications. Check their TPB status and years of experience in your specific area—small business, property, investments, etc.

How do I know the reviews on TopAccountantsAustralia are genuine?

All reviews are verified from real clients who've engaged the advisor. We don't publish unverified or promotional reviews. Each rating reflects actual experience with that firm.

What questions should I ask a tax planning advisor before hiring?

Ask about their TPB registration, experience with your business type, how they charge (fixed fee, hourly, percentage), and what's included in their service. Also check turnaround times and whether they'll represent you to the ATO if needed.

What's typically involved in a tax planning engagement?

Usually a review of your income, deductions, and structure; identification of tax-saving opportunities; advice on timing of income or expenses; and strategy for the year ahead. Some advisors offer quarterly reviews or annual planning sessions.

Can a tax planning advisor help if I'm self-employed or run a business?

Yes. Most Melbourne tax planners specialise in self-employed and small-business tax, including entity structuring (sole trader, company, trust), deduction optimisation, and GST planning.