Annual Financial Statements You Can Rely On
Your banker, your directors and your tax return all depend on accurate financial statements. UV TAX prepares clear, compliant year-end statements for companies, trusts and partnerships — and checks every line before your tax return is lodged.
✓ Free consultation✓ Free fixed-fee quote✓ Careful line-by-line review
What we prepare
Profit and loss statement
A clear picture of income, expenses and profit for the year.
Balance sheet
Assets, liabilities and equity at year end.
Notes & reconciliations
Supporting schedules for loans, assets and tax.
Director & trustee reports
Minutes and resolutions where required.
Finance-ready versions
Statements formatted for banks and lenders.
Tax return
Prepared from the finalised statements.
Learn more →Why accuracy matters
Errors in your statements flow straight into your tax return. In one recent case, our careful review of a client’s financial statements saved them $14,000 on their company tax return.
- Year-end adjustments, accruals and prepayments
- Asset purchases, sales and depreciation
- Director loans and distributions checked
- Bank, loan and GST accounts reconciled
How it works
Free consultation
Call 0466 268 405 and tell us what you need. No cost, no obligation.
Free fixed quote
We give you a clear, fixed-fee quote before any work starts.
We do the work
Our team prepares everything and keeps you updated along the way.
Done & lodged
We finalise, lodge on time and explain the outcome in plain English.
Book a free consultation & get a free fixed quote
Speak with UV TAX today. Call for a free consultation and a free, no-obligation fixed quote.
0466 268 405Frequently asked questions
Who needs annual financial statements?
Companies, trusts and partnerships generally need them to prepare accurate tax returns, and banks often ask for them when you apply for finance.
Can you work from my Xero or MYOB file?
Yes. We work from your accounting software and bank records and tidy up anything that needs fixing.
How much do financial statements cost?
Company and trust returns including financial statements start from $500 + GST. Call 0466 268 405 for a free fixed quote.