Accounting & Tax Matters is a local, family-run accounting firm based in Hervey Bay, QLD, established in 2007 by Julie Morrison. Unlike other accounting firms, this friendly home-based business operates with a small support team, ensuring that clients’ affairs are personally attended to by Julie herself. specialising in the accounting and tax needs of individuals and small businesses, the firm’s philosophy is centered on truly understanding clients’ situations to help them reduce tax and grow their businesses.
Julie Morrison, the founder, holds a Bachelor of Business with a major in Accounting and a Graduate Diploma of Taxation from Central Queensland University. She is a CPA, Tax Agent, and Justice of the Peace. With deep roots in the local community, Julie’s commitment extends beyond her professional expertise, as she actively engages in community activities such as parkrun and other organizations. The team at Accounting & Tax Matters is completed by Anita, the Administration Manager, and Alana, the newest member responsible for business bookkeeping and future tax returns.
With a focus on personalized service and a genuine interest in their clients’ financial well-being, Accounting & Tax Matters is dedicated to providing expert assistance with tax and accountancy needs. The team’s diverse backgrounds and shared passion for animals and community involvement create a welcoming and inclusive environment for individuals and small businesses seeking reliable and tailored accounting services in Hervey Bay and beyond.