Helping Business Owners Build Better Businesses.
We work alongside business owners throughout the year—helping you understand your numbers, reduce tax where appropriate, improve profitability and make better business decisions.
Playbook Tax & Advisory provides structured, proactive and practical tax advice for individuals, families and small businesses across Melbourne's Northern suburbs and beyond. We give you clarity, direction and a straightforward plan to manage your tax, structure and financial obligations with confidence.
The Playbook Difference
Why Business Owners Choose Playbook
Because we're not just here to lodge your tax return once a year.
We help you understand your numbers, make informed decisions and build a stronger business.
Clear advice in plain English
Practical recommendations you can actually use
Proactive tax planning - not last minute surprises
Regular support thought the whole year
A trusted advisor who genuinely cares about your business
Our Values:
Clarity - simple, straightforward explanations
Consistency - reliable delivery without surprises
Strategy - advice that looks ahead, not backward
Trust - long-term relationships, not quick transactions
Registered Tax Agent No 263 285 70
Services
More than accountants — we’re your business advisor, helping you make better business decisions - not just tax decisions.
Business Advisory & Strategy
The Playbook Review
Every year we don't just prepare your financial statements and tax return.
We take the time to review your business performance, explain what the numbers are telling us and identify practical opportunities for the year ahead.
Because understanding your business is just as important as meeting your tax obligations.
The Tax Game Plan
A tailored tax and structural strategy designed around your circumstances, goals and risk profile, covering:
Forward-looking tax forecasting
Entity and structure optimisation
Timing strategies for income, deductions, and transactions
Capital gains tax (CGT) planning
Trust distribution planning
Superannuation contribution and contribution-tax rules
No financial product or investment advice is provided.
Ongoing Advisory
Practical, proactive support throughout the year — not just at tax time, including:
Ongoing tax planning and scenario modelling
Business performance and cash-flow visibility
Structural and funding considerations as decisions arise
Strategic support for growth, exits, and major transactions
ATO correspondence management and guidance
Advisory and support is at the centre of how we work. Compliance supports the strategy — not the other way around.
Accounting & Compliance
Tax Returns & Lodgements
Timely, accurate preparation and lodgement for individuals, companies, trusts and partnerships.
BAS, GST & PAYG
Quarterly and annual obligations managed with clarity and consistency.
Payroll & STP
Payroll setup, processing and ongoing Single Touch Payroll reporting.
Financial Reporting
Clear, relevant financial reports to help you understand performance.
Bookkeeping Support
Reconciliations, Xero setup, transaction classification and system optimisation.
We keep your foundations clean so your strategy has something to stand on.
Meet Chris
After more than 15 years in accounting and tax, I started Playbook Tax & Advisory with a simple goal – to give local business owners more than just tax returns and compliance.
I believe every business owner deserves an accountant who explains things in plain English, gives practical advice and is there when important decisions need to be made. Whether it's improving cash flow, planning ahead or simply helping you understand the numbers, my goal is to give you confidence in where your business is heading.
Running a small business isn't always easy, and I know firsthand there's a lot to juggle between work, family and everything else life throws at you. That's why I focus on building genuine, long-term relationships with my clients and being available throughout the year – not just at tax time.
Outside of work, I'm a husband and dad to two young boys. You'll usually find me coaching Auskick, spending time with family or enjoying everything our local community has to offer. I love working with local businesses and genuinely enjoy seeing good people succeed.
If you're looking for an accountant who's approachable, practical and invested in your success, I'd love the opportunity to work with you.
Testimonials
Contact Us - Clear advice. Practical support. Registered Tax Agent No: 26328570
Playbook Tax & Advisory
Registered Tax Agent No: 26328570 | ABN: 67579928185
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