The Power of Being Understood

Tax, accounting & bookkeeping that actually makes sense.

Income tax returns, BAS, bookkeeping, business setup and tax planning — explained plainly and handled properly, from Karawara, WA.

Income Tax Returns

Individual and business returns, lodged on time and optimised within the rules.

Whether you are a salary earner with an investment property, a sole trader, or a company director, we prepare your return with every legitimate deduction claimed and every obligation met. We lodge electronically, handle ATO correspondence, and keep you informed at every step.

  • Individual, sole trader and partnership returns
  • Company and trust tax returns
  • Capital gains and investment income
  • Prior-year and overdue lodgements

BAS / IAS / GST / PAYGW

Activity statements prepared accurately and lodged on schedule.

BAS obligations can feel relentless. We take them off your plate — reconciling your accounts, calculating GST and PAYG withholding, preparing and lodging on time so you avoid penalties and stay on top of cash flow.

  • Monthly, quarterly and annual BAS
  • Instalment activity statements (IAS)
  • GST registration and reporting
  • PAYG withholding reconciliation

Bookkeeping

Clean, current books — so your numbers are always ready when you need them.

Good bookkeeping is the foundation everything else rests on. We maintain your ledgers, reconcile bank feeds, manage accounts payable and receivable, and deliver regular reports so you know exactly where your business stands.

  • Day-to-day transaction processing
  • Bank and credit card reconciliation
  • Accounts payable and receivable
  • Monthly and quarterly reporting

Financial Reports

Clear reporting that shows you what the numbers actually mean.

We prepare profit and loss statements, balance sheets and cash flow reports that are accurate, compliant and — most importantly — understandable. Whether you need them for the bank, for a partner, or for your own decision-making, the picture will be clear.

  • Profit and loss statements
  • Balance sheets and cash flow reports
  • Reports for lenders and stakeholders
  • End-of-year financial statements

Business Setup

The right structure from day one saves years of headaches.

Starting a business involves more decisions than most people expect — sole trader or company, ABN and GST registration, employer obligations, record-keeping systems. We walk you through each one and set up the structure that fits your plans, not just your first invoice.

  • ABN, TFN and GST registration
  • Choosing the right business structure
  • ASIC company registration
  • Setting up payroll and super obligations

Tax Consulting & Planning

Proactive advice that keeps more of what you earn where it belongs.

Tax planning is not something that happens in June. We work with you throughout the year to identify opportunities, manage timing, and structure your affairs so your tax position is as efficient as the law allows — with no surprises at year-end.

  • Year-round tax planning and forecasting
  • Structuring for tax efficiency
  • Capital gains tax planning
  • Superannuation contribution strategies

ATO Audit Response

If the ATO writes to you, we handle the reply.

An audit notice does not have to be stressful. We deal with the ATO on your behalf — gathering documentation, preparing responses, attending meetings if required, and making sure your position is presented clearly and completely.

  • Responding to ATO reviews and audits
  • Amended assessment objections
  • Penalty remission requests
  • Ongoing ATO correspondence management

Xero Advisory

Get the most out of Xero — set up right, kept clean, fully supported.

We are Xero specialists. Whether you are migrating from another system or starting fresh, we set up your chart of accounts, connect your bank feeds, train your team, and provide ongoing support so Xero works the way it should.

  • Xero setup and migration
  • Chart of accounts configuration
  • Bank feed and integration setup
  • Training and ongoing support

About

Meet Zhiyong Sun

CA, CTA, Tax Agent

Zhiyong founded Cruz's Tax Services to give individuals and small businesses the kind of careful, personal attention that gets lost at larger firms. As a Chartered Accountant, Chartered Tax Adviser and registered Tax Agent, he brings the full depth of technical expertise — but explains everything in plain language first.

The practice covers the complete cycle: tax returns, BAS, bookkeeping, financial reporting, business setup, tax planning, ATO audit support and Xero advisory. Whether you are a wage earner with an investment property or a growing business with staff, the approach is the same — understand your situation first, then handle the numbers properly.

Based in Karawara, Western Australia, Cruz Accounting serves clients across Perth and remotely Australia-wide.

Plain language

Tax and accounting run on jargon. We do not. Every recommendation is explained in terms you can act on.

One point of contact

You work with Zhiyong directly — the same person who knows your file, your history and your goals.

Technology-forward

Xero-certified, cloud-based, paperwork-light. We use the tools that save you time and keep your records accessible.

Year-round support

Tax is not a once-a-year event. We are available when questions come up, not just at EOFY.

Ready to get your tax and books sorted?

No jargon. No pressure. Just a straightforward conversation about what you need and how we can help.

Get in touch

Contact

Get in touch

Tell us a little about your situation and we'll get back to you within one business day.

Contact details

Address

56 Lowan Loop
Karawara WA 6152

WeChat

390662931

Hours

Monday to Friday, 9:00am – 5:00pm. Weekends by appointment.