Personal Accountant

Personal Accountant Melbourne

Take the stress out of tax time with a personal tax accountant in Melbourne! Whether you have multiple income sources, complex deductions, or just want to maximise your return, our expert team is here to help.

We provide tailored tax solutions to ensure you stay compliant while keeping more money in your pocket. Let us handle the numbers—so you can focus on what matters most. Contact us today!

Many people choose to engage a personal accountant, especially when tax time becomes overwhelming. This often happens when income comes from multiple sources or when it’s hard to understand which deductions and allowances apply.

But that’s not the only reason people reach out. Many individuals settle for basic tax returns simply because they don’t fully understand how taxes work. Unfortunately, this can mean they miss legal deductions and pay more tax than necessary.

Tax can feel complicated and stressful. If you’re managing multiple expenses, deductions, or income types, it can quickly become confusing. On top of that, making a mistake can lead to penalties or unwanted attention from the ATO.

That’s why so many people across Melbourne choose our team of Personal Tax Accountants. We help make sense of your finances and ensure everything is done correctly. With over 50 years of experience in tax and accounting, Bruce Edmunds & Associates is a name locals trust.

Our accountants has an in-depth understanding of Australian taxation law and stay up to date with the latest changes. We’re fully qualified, with Chartered Accountants on our team, and we take great care to make sure your return is accurate, compliant, and tailored to your situation.

We often find deductions that our clients didn’t know they could claim. This means better outcomes, fewer errors, and less stress for you. Having a personal accountant also gives you peace of mind. You’ll know your finances are well managed and you’re meeting all your tax obligations.

If you’re looking for a personal accountant in Melbourne who’s friendly, knowledgeable, and reliable, we’re here!

A personal accountant will help you out with:

Tax preparation
Tax advising
Tax audits
Budgeting
ATO compliance
Your business structure
Financial statements

Organise a consultation with an experienced accountant…

Request a call Or call us (03) 9589 5488

Get to where you want to BE with Bruce Edmunds

Financial advisor

We’ll develop long-term strategies geared towards financial success and steer your business through a range of personal finance opportunities.

Your financial advisor offers personal and scaled advice – advice for your whole financial situation or particular aspects like shares or insurance, with a focus on helping you fulfil your lifestyle and financial goals.

In order to reach those goals, you’ll need a financial advisor whose expertise lies on income protection, managed investments, retirement planning, personal investments, and more.

Bruce Edmunds’ financial advisors are highly experienced and meticulous, working closely with you at all times to put you on the path to leading your ideal lifestyle. Our financial advisors provide unique expertise and knowledge, helping you manage and growth your wealth.

Below is a list of personal accounting services offered by Bruce Edmunds.

Personal tax accountant

Financial planning

Estate planning

Tax wealth accountant

Wills and succession planning

Power of attorney

SMSF accountant

Personal tax accountant

A daunting time for most, personal (or ‘individual’) tax becomes a simple task once our personal tax accountants step in.

Our personal tax accountants work hard to ensure that your tax obligations are accurately recorded and completely compliant with Australian tax laws.

In addition to looking after your tax obligations, we also provide you with tax advice and strategies that keep you on top of changes to the tax code, and your ideal course of action.

Find out more

Financial planning

Building your ideal lifestyle takes money. Our financial planners can help you get there.

Whether you’re planning for retirement or trying to achieve your short and long-term business financial goals, a comprehensive financial plan will be needed.

Bruce Edmunds employs an experienced team of licensed financial planners with extensive experience in financial investment and regulations. You can trust us to provide excellent financial planning, whether you’re trying to build up a nest egg or grow your business.

Find out more

Estate planning

It’s crucial to seek qualified advice, regardless of your estate’s size with the help of our estate planning accountants that offers completely tailor-made solutions and guidance.

Bruce Edmunds helps you to manage your assets for the future.

We ensure that your estate is compliant with regulations and planned in a way that maximises value and minimises taxes after you pass.

Find out more

Tax wealth accountant

The structure of your finances can directly affect your personal wealth. We’ll help you organise your finances, assets and wealth.

Our tax wealth planners identify which tax position best suits you, and help organise your wealth in a way that minimises your tax burden – all of which can help you enjoy your retirement and helps manage risk.

Find out more

Wills and succession planning

We often don’t like to worry about the future, but we must be prepared by planning ahead.

Life goes on after you pass – our expert will and succession planners secure your family’s future, ensuring that your loved ones are provided for and that their worlds continue turning.

Succession planning includes developing specific plans for the smooth transition of business control from you to your designated successor.

Find out more

Power of attorney

Power of attorney is a legal authorisation for someone else to act on your behalf – this includes important decisions about your finances, assets, and entering contracts.

As such, it’s crucial that you choose someone who you trust.

Bruce Edmunds assists you by creating a power of attorney document that’s watertight. We’ll guide you through the process and help create an arrangement that you’re comfortable with.

Find out how Bruce Edmunds helps you appoint a power of attorney to act on your behalf.

Find out more

SMSF accountant

Your self-managed superannuation fund (SMSF) could be your most valuable asset, making effective compliance and management essential.

With the expertise of our SMSF accountants and the use of top-tier systems, we deliver high-quality compliance outcomes for your retirement fund.

Find out more

Trusted accountants for Melbourne businesses

At Bruce Edmunds, we are proud to support Melbourne business owners with dependable accounting, tax, and strategic advice. Our clients trust us to help them stay compliant, make informed decisions, and plan with confidence.

    
 
 
       Posted on Google  
   
   Michelle W 
 13 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. We have been dealing with BEA, specifically Estelle Phillips, for over 15 years in regards to our Business FYE and Tax matters, as well as our Personal Tax matters. We have had a great experience with services offered. We have been impressed with the professionalism and efficiency in responding to any of our questions, knowledgeable assistance with our tax planning and accuracy in completion of documentation. We am extremely happy with the services received and would recommend BEA and specifically Estelle as she is who we have been dealing with from the beginning.
  
 
      Posted on Google  
   
   Mark T 
 10 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. I want to take a moment to recognise our incredible long-term accounts, Bruce Edmunds & Co. For years, I have dealt with Steve Edmunds and his team, they’ve been more than just a service provider—they’ve been a reliable partner who consistently delivers accuracy, professionalism, and peace of mind. From day-to-day support to navigating complex financial matters, their expertise and commitment have been invaluable to our growth and success. Thank you for being a steady hand behind the numbers—we truly appreciate all that you do!
  
 
      Posted on Google  
   
   Mark J 
 8 October 2025
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service, on time and very professional - could not recommend this firm more
  
 
      Posted on Google  
   
   Fadi b 
 4 July 2024
 
 
 Trustindex verifies that the original source of the review is Google. Great service and team always
  
 
      Posted on Google  
   
   J B 
 28 September 2023
 
 
 Trustindex verifies that the original source of the review is Google. I was very impressed with the empathetic support and attention to detail in getting me back on track when I got way behind in my tax returns due to family stressors. It took a lot of pressure off me and could not be happier with their great service. Much appreciated.
  
 
      Posted on Google  
   
   Some G 
 1 July 2022
 
 
 Trustindex verifies that the original source of the review is Google. Alice has done our tax for years now and is diligent, professional and works tirelessly advising us on managing our tax throughout the year and getting us the biggest legal returns that we are entitled too each year. We couldn’t recommend her more and would give 7.5 stars if we could. Thank you Alice!
  
 
      Posted on Google  
   
   Jacob 
 15 June 2022
 
 
 Trustindex verifies that the original source of the review is Google. Roschelle is an absolute superstar. I was referred to this team with quite a disaster on my hands for them to assist with and Roschelle worked tirelessly day and night to assist me through the issues and was both diligent and communicative. I cannot recommend highly enough.

FAQs

Why do people choose to work with a personal accountant?

Many people work with a personal accountant because they want help managing tax obligations, reducing errors, and understanding their financial situation more clearly. Professional support can also help reduce stress during tax time.

How much does a personal tax return cost in Australia?

The cost of a personal tax return depends on how straightforward or complex your financial situation is. Factors such as investment properties, shares, business income, or multiple income streams can affect pricing. A qualified tax accountant can also help ensure your return is accurate and compliant.

What is the difference between a CPA and a tax accountant?

A CPA is an accountant with additional professional accreditation, while a tax accountant focuses specifically on taxation services, tax planning, and compliance. The right option depends on your financial needs and the type of support you are looking for.

Can you help with investment properties and shares?

Yes. We assist many individuals with more complex tax situations, including investment properties, shares, and multiple income streams. Accurate reporting and advice can help clients stay compliant and organised.

Can you help during major life or financial changes?

Yes. People often seek accounting advice during important life events such as retirement, inheritance, property purchases, or changes in employment or investments. We aim to provide practical guidance that suits each client’s circumstances.

Do you work with retirees and professionals?

Yes. We work with a wide range of clients across Melbourne, including professionals, retirees, business owners, and individuals looking for ongoing accounting and tax support.

Can you explain tax matters in plain English?

Absolutely. We believe accounting advice should be clear and easy to understand. Our goal is to help clients feel informed and confident without using unnecessary technical jargon.

Contact our personal tax accountants Melbourne

A Bruce Edmunds & Associates personal accountant will help maximise your return at tax time and makes sure that all documents are lodged on-time.

Pricing is dependent on the specific services you require. So give us a call and let us know your current situation, circumstances, and needs, and we can let you know how we can help out!