For individuals & small businesses
Clear tax advice
Personal attention
Tax, accounting and business advice for individuals and small businesses in Australia, with a personal approach to understanding your needs.
Led by Yuxi Liu, CA · Principal and Founder
Yuxi Liu, CA
Principal and Founder
A professional foundation
CA-qualified founder
Big Four background
Years of tax experience
How we can help
The right support,
for where you are.
From your own tax return to the responsibilities of running a business, good advice begins with understanding the whole picture. Explore the proposed services below.
01
Individual Tax
Make sense of your tax return, with careful attention to your work, income and circumstances.
02
Business Tax & Compliance
Bring structure to your business tax obligations, with clear expectations and organised records.
03
Accounting & Bookkeeping
Keep your records useful, your reporting understandable and your next decision better informed.
04
Business Setup & Advisory
Think through the numbers, responsibilities and practical steps behind your next business decision.
05
Property & Investment Tax
Understand the tax questions behind your property and investment records.
06
ATO Support
Work through ATO correspondence and outstanding matters with an organised approach.
Meet your adviser
Professional perspective.
A personal connection.
Yuxi Liu, CA
Principal and Founder, YL Tax & Advisory
With a background in the Big Four and years working in tax, I bring professional discipline to a personal advisory relationship. My aim is to help you understand the position, the choices and the next step.
Our practice includes other tax professionals, with involvement tailored to the work agreed with you.
What you can expect
Care in the detail.
Clarity in the conversation.
01
Know who to speak to.
A clear point of contact and an agreed way of working, so your questions reach the right person.
02
Understand the advice.
Practical explanations that connect the numbers and obligations to your own circumstances.
03
Start with clarity.
Discuss scope and fees before work starts, with further support agreed as your needs evolve.
How it works
A considered process.
A clearer way forward.
01
Tell us what you need.
Share a little about your situation, the question you want answered and any relevant timing.
02
Agree on the scope and fees.
Understand the work proposed, the information needed and the fees before deciding to proceed.
03
Get clear advice and ongoing support.
Work through the agreed steps, with explanations you can understand and further support where agreed.
No work begins until the scope, responsibilities and fees have been agreed.
Before we begin
A few useful answers.
Who is the practice for?
The practice focuses on individuals, sole traders and small businesses in Australia. The suitability and scope of an engagement are discussed before work starts.
What should I include in my first enquiry?
A short description of the help you need is enough to start. Please leave out your TFN, identity documents, bank details and full tax records.
How are fees agreed?
The proposed work, responsibilities and fees are discussed before an engagement starts. An enquiry does not commit you to proceed.
Can I request ongoing support?
Yes. Mention whether you need help with a particular matter or would like to discuss an ongoing arrangement.
A useful starting point
A clearer first conversation with your accountant
A short, well-organised enquiry can make it easier to work out what support you need. You do not need to send your complete financial records to begin.
A clear place to start
Let’s make your next
financial step clearer.
Tell us what you need help with. We can discuss the next step and the support that may suit your situation.