Tidy Up Your Tax & Loan Savings
Tax and lending decisions are connected. TidyTax brings your deductions, loan structure and borrowing strategy together in one coordinated advisory experience.
4.9 Based on 200+ Google Reviews
Direct Access
Speak directly with an experienced tax agent
Secure & Digital
App & secure portal for uploads and e-signing
Tax & Loans Connected
Your tax position and loan strategy reviewed together
Year-Round Support
Not just July - support when needed
Tax, Property & Home Loans Without the Back-and-Forth
Tax, Property & Home Loans. One Clear Strategy.
Most people end up with a tax agent who doesn’t know their loan structure, an accountant who’s never seen their mortgage, and a broker who has no idea what their tax return looks like. Each one only sees a third of the picture.
TidyTax was built to fix exactly that. As your registered tax agent, your property accounting specialist, and your mortgage broker — all in the one practice — we treat your tax position, your property numbers, and your borrowing strategy as one connected picture, not three separate appointments with three separate strangers.
Whether you’re lodging a return, growing a property portfolio, structuring a business properly, or trying to get a loan over the line — you deal with one team that already knows your situation.
Awards & Recognition
Local Business Awards 2026 Finalist
TidyTax has been named a Finalist in the 2026 Local Business Awards for the City Suburbs category, a recognition from the local business community for the standard of service we bring to every client across tax, property accounting, and home loans.
Australian Small Business Champion Awards 2026 Finalist
TidyTax is a Finalist in the 2026 Australian Small Business Champion Awards in the Accounting & Bookkeeping Services category, a national recognition judged by Precedent Productions that celebrates excellence among Australia's small business community.
Local Business Awards 2026 Finalist
TidyTax has been named a Finalist in the 2026 Local Business Awards for the City Suburbs category, a recognition from the local business community for the standard of service we bring to every client across tax, property accounting, and home loans.
Australian Small Business Champion Awards 2026 Finalist
TidyTax is a Finalist in the 2026 Australian Small Business Champion Awards in the Accounting & Bookkeeping Services category, a national recognition judged by Precedent Productions that celebrates excellence among Australia's small business community.
Our Services
Everything you need, handled by the one practice
Individual Tax
Tax returns for employees, sole traders and investors — PAYG, ABN income, shares, crypto and rental property all covered. We dig out every deduction you're entitled to.
10% ongoing discount for existing individual clients
Business Tax
Bookkeeping, BAS, payroll and annual returns for companies and trusts, all under one fixed monthly fee. We also handle ASIC compliance, so nothing slips between the cracks.
Bookkeeping, BAS & payroll — one fixed monthly fee
Property Tax
A property accountant and mortgage broker working from the same desk — not two separate firms guessing at each other's numbers. Structure, depreciation and CGT planning, done properly from day one.
Tax structure, loan setup and annual returns kept connected
Home Loans
Home, investment, construction and business loans compared across the market. Because we already know your tax position, your application is structured properly the first time.
One application. 40+ Lenders. Greater peace of mind.
Why Tidytax
We Handle the Numbers, You Enjoy the Peace of Mind
One file. One team. Your tax agent, property accountant and mortgage broker are always looking at the same picture.
Digital-First EXPERIENCE
Less Admin. More Planning.
Your TidyTax portal and app puts your tax returns, loan documents and financial snapshot in one place — so we spend your time on strategy, not paperwork.
- Secure client portal with encrypted document storage
- Online Face-to-face meeting with certified Accountant
- Real-time tax and loan status tracking
- Secure document upload — no more emailing PDFs
- E-sign returns and loan documents from your phone
- Automated reminders so nothing gets missed
Clarity, not jargon
We explain tax, property and lending decisions in plain language — no jargon, no talking down to you, just a clear picture of where you stand and what your options are.
One team, properly connected
Your tax agent, property accounting and mortgage broker aren't three separate relationships — they're one team working from the same information, so nothing falls through the cracks.
Transparent, upfront pricing
No hidden fees, no surprise invoices. You'll know what you're paying and why, before we start any work.
Available when you need us
Tax deadlines and loan approvals don't wait for business hours. Our team is responsive and easy to reach, wherever in Australia you're based.
we thiNk we are awesome at what we do
200+ 5-star Reviews and Counting More ...
Ready to tidy up your tax & loan savings?
Wherever you are in Sydney, Perth, Melbourne, Brisbane or Canberra, let's look at your tax, your property, and your lending position together — properly, the first time.
Let's Connect
Ready to tidy up your tax & loan savings?
Wherever you are in Sydney, Perth, Melbourne, Brisbane or Canberra, let's look at your tax, your property, and your lending position together — properly, the first time.