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  • TaxSmart Cafe

    Tax specialists of health care professionals

    Our ServicesBOOK A MEETINGtax minimisation masterclass
$1M+ FY25-26 tax refunds processed and counting - Speak with you soon!
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Our Goal

Education is wealth and proper preparation wins half the battle! Thus we aim to educate and equip you - whether as an individual or as a business owner - in effectively managing your finances. Our experienced and customer service oriented team will support you in your journey towards achieving your financial objectives through a range of tools and services on accounting, bookkeeping, payroll, Xero setup and tutorials, business coaching, tax minimisation strategies, and even property investment analysis.
how may we be of service to you?

Our services help you minimize your tax

  • Company Startup
  • Bookkeeping
  • Business Taxation
  • Individual Tax Returns
  • Self-Managed Super Fund
  • Property Investment Analysis
  • Small Business Chief Financial Officer (CFO)
Since launching in 2021, TaxSmart Cafe continues to evolve and grow in our pursuit to provide top-notch services and offerings.

$47M*

*TOTAL INCOME TAX RETURN (ITR) REFUNDS PROCESSED AS OF JUL 2026 AND COUNTING!

Australia-wide

CLIENTS ACROSS EIGHT (8) AUSTRALIAN STATES AND TERRITORIES
Leading the way to save taxes legally through our range of services.
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Accounting Services
We provide a broad range of accounting and bookkeeping services catered for specific needs of entities such as companies, trusts and SMSFs
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Tax Planning Services
Business and tax environment gets increasingly complex. We work with you to effectively manage your taxation and reporting requirements.
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Business Advice
Why start from scratch when you can benefit from our experience? We help ensure you get things right from set and as you progress with your business.
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Property Investment Analysis
Be a wise property investor. We advocate the use of data driven analysis to help you succeed with property investment decisions.
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Self Managed Super Fund
We offer high standards of SMSF services with SMSF Association SMSF Specialist Advisors (SSAs) in the team.
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NDIS Plan Management
Manage your NDIS funding responsibly and have more control over the use of your NDIS funding through our NDIS plan management services.
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Where to find us?

MELBOURNE, VIC Collins Street Tower Suite 218, 480 Collins St MELBOURNE VIC 3000 03 9909 7072 SMS/WhatsApp: 0417 350 917
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CITY OF CASEY Suite 349, Level 2 66 Victor Crescent NARRE WARREN VIC 3805 03 9005 8152
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CITY OF WYNDHAM Entrance C2, Level 1 4 Main Street POINT COOK VIC 3030 03 9909 7072 SMS/WhatsApp: 0417 350 917
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SHIRE OF CARDINIA 03 9909 7072 SMS/WhatsApp: 0417 350 917
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FRANKSTON , VIC The Peninsula on the BayG Floor, 435 Nepean HwayFRANKSTON VIC 3199 03 9909 7072 SMS/WhatsApp: 0417 350 917

Straight from our clients

  • I’ve been working with Joshua at TaxSmart Cafe since last year, and the service has always been excellent. He’s knowledgeable, professional, and takes the time to explain everything clearly. The whole process has been smooth and stress-free. Highly recommend TaxSmart Cafe, especially Joshua, for anyone looking for reliable tax assistance! - Mark Kendall Basco, July 2026 (⭐️⭐️⭐️⭐️⭐️)
    Had a really good experience and really big thanks to Ms. Harzen for helping me with my tax return. She was a very knowledgeable, patient, and easy person to talk to. Everything was explained properly, and the whole process was fast and hassle-free. Thanks again! - Raven, July 2026 (⭐️⭐️⭐️⭐️⭐️)
    I have been a customer of TaxSmart Cafe for four years now. I have seen Michelle, Monica, and Lyra, and each team member handles my case with diligence, patience, and care. This year, I saw Lyra, who took the time to understand my situation on a personal level, which added just that extra touch of interpersonal care that made me feel valued as a client. I didn't feel rushed at all by her and she took the time to answer the questions I had that didn't pertain to my individual tax return as well. I have highly recommended TaxSmart Cafe to all my friends and family. - Bianca Khim, July 2026 (⭐️⭐️⭐️⭐️⭐️)
  • We had an absolutely fantastic experience working with Kate Naguit of Taxsmart Cafe. From start to finish, Kate was incredibly professional, highly knowledgeable, and made the entire tax process and set up of our SMSF completely seamless and stress-free. She took the time to understand our specific situation, answered all of our questions with patience, and ensured we got the absolute best outcome possible. Her attention to detail and dedication to her clients are truly top-tier. - Joseph Ian Sangalang, July 2026 (⭐️⭐️⭐️⭐️⭐️)
    This is my 3rd year doing my tax return with Ronalie, and the service has always been great. She’s friendly, professional, and makes the whole process quick and easy. She explains everything clearly and is always happy to answer any questions. Definitely recommend her if you’re looking for a reliable accountant! - Charles Saavedra, July 2026 (⭐️⭐️⭐️⭐️⭐️)
    I had a great experience with Taxsmart Cafe, especially with Melody. She was incredibly humble, kind, and professional throughout the entire process. She explained every step of the tax return procedure clearly and made everything easy to understand. Melody patiently guided me from start to finish and was always happy to answer my questions. Her excellent customer service and support made the whole experience stress-free. I highly recommend Taxsmart Cafe, and especially Melody, to anyone looking for reliable and friendly tax assistance. Thank you, Melody! - Ray C. Rivera, July 2026 (⭐️⭐️⭐️⭐️⭐️)
  • Michelle provided outstanding customer service throughout the entire tax return process. She explained everything clearly, ensured I had all the information I needed, and made the whole experience simple and stress-free. She was very accommodating, responsive, and acted promptly on everything. I truly appreciate her professionalism and attention to detail. Highly recommended for anyone looking for reliable and efficient tax services. Thank you, Michelle! - Carmelo de Mesa, July 2026 (⭐️⭐️⭐️⭐️⭐️)
    I had a pleasant and relaxed experience with Myrachel while lodging my tax return. She was genuinely patient in guiding me and explained everything clearly, especially for someone new to the process. I truly appreciate her for providing helpful tips that will assist me in preparing my tax documents and receipts in the future. - Jane Antipolo, July 2026 (⭐️⭐️⭐️⭐️⭐️)
    As a food truck business, having the right accounting team is so important, and we're grateful to have Michelle, Anjanette, and the entire TaxSmart team supporting us. They've always been professional, approachable, and happy to answer our questions. Their advice has helped us better understand and manage our business finances, giving us confidence and peace of mind. Thank you for your ongoing support. We highly recommend TaxSmart to any small business looking for reliable and knowledgeable accountants! – Mason's Kitchen 🚚🍔 - Mason's, July 2026 (⭐️⭐️⭐️⭐️⭐️)
  • I highly recommend TaxSmart, especially Anjanette. After changing from our previous tax agent to TaxSmart, the difference in service was remarkable. We had so many questions, and Anjanette took the time to explain everything clearly and guide us through the process. Her knowledge, patience, and attention to detail gave us confidence every step of the way. With her guidance, everything was carefully planned and organised, giving us complete peace of mind and confidence that our tax affairs were being managed properly. Thank you, Anjanette, and the entire TaxSmart team, for your professionalism, genuine care, and exceptional service. We truly appreciate everything you've done for us and highly recommend TaxSmart to anyone looking for a knowledgeable and trustworthy accounting team. - ELCID Group Pty Ltd, July 2026 (⭐️⭐️⭐️⭐️⭐️)
    ⭐⭐⭐⭐⭐ Sir Gani Manaois provides excellent service! He is Professional, knowledgeable, and very easy to work with. He made the whole tax process simple and stress-free while answering all my questions. Highly recommend to anyone looking for a reliable tax agent. Thank you! - Rachel Ann Fernando-Villamar, July 2026 (⭐️⭐️⭐️⭐️⭐️)
    We've been with Rom since 2023 and have been extremely happy with his service. He's knowledgeable, professional, and always takes the time to help us. What we appreciate most is that he treats us like family and genuinely cares about his clients. A big thank you as well to Kate, Ronalie, and Lyra for always being so friendly, helpful, and supportive. We highly recommend the team to anyone looking for an accountant they can trust! - Jun Martinez, July 2026 (⭐️⭐️⭐️⭐️⭐️)
  • My wife and l have had our taxation processed by Michelle for the past 5 years, and she is always professional and knowledgeable about our claims and deductions. I would have no problem recommending Michelle to anyone wishing to have their taxes processed by her. Keep up the good work Michelle. - Tony Nuske, July 2025 (⭐️⭐️⭐️⭐️⭐️)
    Kate has been our accountant for 4 years straight, and we couldn’t be happier with her service. She is always professional, kind, and goes above and beyond to find ways to maximise our tax return in a safe and compliant way. We’ve been consistently requesting her because of how much we trust her expertise and care. Highly recommend her to anyone looking for a reliable and knowledgeable accountant! - Algerico Garcia jr., July 2025 (⭐️⭐️⭐️⭐️⭐️)
    I’ve been with them for three years. since the first year up to now, they are very accommodating. The accountants are very friendly in dealing with clients and professional doing their job. Highly recommended - The Unraveled SV, July 2025 (⭐️⭐️⭐️⭐️⭐️)
    Rom has provided me with the most convenient and hassle-free service for my tax filing requirements. He has a high level of knowledge and efficiency. - Rowena Cruz, July 2025 (⭐️⭐️⭐️⭐️⭐️)
  • I highly recommend TaxSmart Cafe, from educated financial advices for buying a home to tax finalisations. They go up and beyond providing professional service with their friendly and enthusiastic team. Thank you Kuya Clyde!!! - Joel Parinas, July 2024 (5 stars)
    Kuya Rom provides full understanding and answers to all my queries. I highly recommend him. He is super nice and helpful. Watch his YouTube vlogs very informative. - Mary Rose Portuguez, July 2024 (5 stars)
    I had a really great experience working with my agent Ronalie. She was incredibly knowledgeable and efficient in helping me with my inquiries. Her friendliness, efficiency and professionalism made the process smooth and stress-free. I highly recommend meeting with Ronalie if you have any tax services or inquiries in general. - Jackson, July 2024 (5 stars)
  • We recently had a video chat with Rom to discuss investment in real estate and Self-Managed Super Funds (SMSFs), and we couldn't be more pleased with the experience. Not only did Rom generously provide us with extra time, but he also answered our questions with clarity and thoroughness. His expertise in these areas was evident, and his willingness to go above and beyond to ensure we had a clear understanding was truly commendable. We highly recommend Rom/TaxSmart Cafe for anyone seeking knowledgeable and attentive guidance in financial matters. - Anonymous post meeting survey response, February 2024
    One can really tell Michelle and Kriscia really knows their stuff when it comes to taxes. I appreciate them for explaining it to me in detail. For some reason, working with them feels like I am in the right hands. - Anonymous post meeting survey response, March 2024
  • Sir Isagani Manaois have truly been a game-changer for me. His expertise, professionalism, and dedication are unmatched. He not only handled my tax preparation efficiently but also provided insightful guidance that proved invaluable. I couldn't be more grateful for his assistance, and I highly recommend him to anyone in need of top-notch accounting services. ⭐⭐⭐⭐⭐ - Sarah Jane Donato, December 2023 (5 stars)
    I am absolutely thrilled to write this glowing 5-star Google review for Isagani, my exceptional accountant! He has recently been awarded the prestigious Property Specialist Accountant of the Year award, and I can attest that he truly deserves this recognition. From the very first momentI engaged Isagani's services, I knew I was in capable hands. His expertise in property accounting is unparalleled, and his in-depth knowledge of tax laws and regulations specific to the real estate industry is truly impressive... - Carlos Barragan, Aug 2023 (5 stars)
  • Our tax agent, Michelle Ignacio is knowledgeable and easy to communicate with, making our yearly tax preparation stress-free. She values insights and queries during our tax preparation session. We highly recommend her and TaxSmart Café! Thank you for the dedication and hard work that you do! - Elaine & Bryan, Aug 2023 (5 stars)
    As new migrants here in Australia, my husband and I had the pleasure of seeking assistance from TaxSmart Cafe, and it proved to be an invaluable experience in understanding the intricacies of the Australian taxation system. Kudos to our accountant, Alyssa, whose exceptional service made a significant difference in our journey. Her responsiveness to all our questions and willingness to cater to our individual needs immediately put us at ease. It's not easy navigating a new country's tax regulations, but Alyssa's expert guidance and patience with us throughout the process were beyond commendable. Her attention to detail and thoroughness ensured that we completed our tax returns accurately and efficiently. Every step of our tax lodgement became a smooth and straightforward process... - Mai Villareal, July 2023 (5 stars)
  • Josh was a great. He helped me and my wife sort out our taxes even after hours. It was pretty obvious that we were in a limbo with our taxes. He was very professional and patient, and made things easy for us to understand. Thanks Josh, cheers! Orleann Mar Ponce, Aug 2023 (5 stars)
    Our tax agent from TaxSmart Cafe named Kriscia Budomo was really one of the best agent who processed our tax refund. Kriscia service to me was excellent and she answers all my questions and queries. I highly recommend Kriscia Budomo and TaxSmart Cafe for processing your tax refund and other accounting services. Thumbs up to Ms. Kriscia and the team! - Don Jane, Aug 2023 (5 stars)
    I would like to give a 10/10 score to Romz and the rest of the staff, their accounting expertise is excellent, I found then knowledgeable, practical, very professional and reasonable in prices too. I highly recommend! - Zion Gabriel, Aug 2023 (5 stars)
  • Michelle is incredible accountant. She is so good for our company tax strategies. She is very friendly, helpful, patient and smart. Rom is very knowledgeable and helpful. Highly recommend TaxSmart Cafe for helping your accounting. - Alfred Ho (5 stars)
    Kate, the accountant, was very accommodating and helpful. It was an easy discussion and she even gave me some advise on how I can handle my taxes better. - Charissa Lansangan, July 2023 (5 stars)
    Highly recommend TaxSmart cafe and most especially my tax agent Ms. Jeannette Santero who was very accommodating and helped make the process easier and understandable as she made sure to explain everything to me. Thank you! - Rhyme Nicole, July 2023 (5 stars)
  • I highly recommend TaxSmart Cafe for any Taxation and Accounting needs. They were referred to me by a trusted friend, and I’m glad I sought their help for my first tax return. I was comfortable working with Ms Jeannette, she was very helpful, approachable and professional. She taught me the important details of the process, which I appreciate a lot. And more importantly, she made sure I make the most of my tax return. Thanks again Ms Jeannette and TaxSmart Cafe! - Michelle Lane Figer (5 stars)
    TaxSmart Cafe provides the best solution to all my personal + small company’s tax and accounting needs. They helped us set up our company and do the bookkeeping for us as well. Their accountants (especially the super lovely Miss Michelle and Kate who handle my accounts) have been very efficient, effective and professional when dealing with me. Fantastic service as always and very easy to deal with. Highly recommended! Go and dominate TaxSmart Cafe! 🙂 - Deo Medel Dimaliwat (5 stars)
  • As a first timer and knows nothing about tax return in OZ, Mam Lorce of TaxSmart Cafe helped me to file my tax return. She’s an expert and a legend. I will definitely recommend her to all the nurses/healthcare worker especially those who came from NZ. Keep up the good work and mabuhay ^^, - Ralph Joseph Martinez (5 stars)
    5 star for the ITR assistance provider. Ate Michelle Ignacio’s expertise in this area of taxation and accounting is second to none. As my first ITR assessment and filing, ate assist me smoothly and answers all the clarifications I had crystal clear. I’ll be choosing Taxsmart Cafe service once again in the next ITR filing. - Frank Edward Calimag (5 stars)
    Michelle has been our super awesome accountant for more than 3 years and she has been always helpful and knowledgeable about our individual tax and business enquiries. The whole team in TaxSmart Cafe has been consistently reliable, punctual and professional. If there is a 6th star they would've received it! Amazing service, highly recommended and we cannot thank Michelle enough! - Mech M (5 stars)
  • Lorce was an absolute delight! I do admit that numbers and myself (anything Maths related really lol) do not get along really well and she just made everything so clear and easy to understand. Thank you so much Lorce and TaxSmart Cafe! - Krissy Andrei Beredo (5 stars)
    This is my second time and have very good experience and well detailed explanation. Highly recommended taxsmart cafe especially to Ms. Michelle who helped me/ assisting in my ITR. She is excellent and giving more information and well detailed. I will definitely comeback:) - Andrew Maninang (5 stars)
    Very hospitable since most of there staff are Filipino. Professional and willing to help. On the Process, it was very bold since they prefer to do things through video call so that you will know what they are doing. Very competent, well-managed and precise. Helpful in getting what you deserve. Detailed and well oriented. - Nikko James Aldemita (5 stars)
  • Kudos to TaxSmart Cafe Team! most specially to my super humble, patient and pretty Accountant Ms. Lorce 😉Thank you so much for your assistance in our Tax Filing 🙏I really recommend this Team!!! God bless! Cheers! 😊 - Paul Yu (5 stars)
    Very good experience and welldetailed explanation, High quality assistance for our tax return. Aside from that, Sir Rom has given us extra advise for our future financial planning which truly depicts how good their service. Highly recommended - Edjun Navos (5 stars)
    First time to do my tax return with an accountant and taxsmart cafe did not disappoint. sir rom help me heaps and with out his help I wouldnt have any idea on what to do. Taxsmart cafe will help your needs. thank you sir rom again for the help. looking forward for our next appointment. thank you for all the advices to make my claims easier next year - Mark Yokoi (5 stars)
  • I highly recommend lorce from tax smart cafe. we learned a lot from her especially on how we can manage our tax. She explained everything to us. Honestly, after our meeting with her I already recommend her on my other friends. - April Abigail Violago (5 stars)
    This is our first time with Tax Smart Cafe. Highly recommend especially Miss Lorce who helped us with our ITR. She's nice, helpful and very professional. We're impressed with her knowledge and wonderful work assisting us. Thank you once again. Definitely will be back again 😊 - Michelle Scott (5 stars)
    TaxSmart Cafe has a very reliable and friendly staff. Their staff Joshua gave an exemptional services and helping me lodge my tax. Keep up the good work!!! - Carmelo Macasadia (5 stars)
  • Have come to Tax Smart Cafe for advice a few times and this year for ITR. Very honest people, professional and their approach is very personalised. I can really tell they care for customers. A firm I can confidently recommend. Thank you Sir Roms, Lorce and Michelle, for taking care of me and my family. - JP Nichole (5 stars)
    Taxsmart Cafe has done it again!!! With a great services from Gani !!! - Michael Angelo (5 stars)
    Every year I do my tax refund with Romulae. He is very nice and helpful. Highly recommended. - Galawang Happypat (5 stars)
  • It is always an invaluable discussion with Romz everytime we meet him. Whether it is about debt management, SMSF, Superannuation, Investment Property, Romz' vast knowledge in financial planning will direct you to the right path. No question left unanswered. You will go home with a clear mind. He and his team is definitely one of the best in the industry. - Rosey (5 stars)
    Taxsmart cafe will go the extra mile to assist you with your needs.😊 - Peter Louie Panes (5 stars)
    HIGHLY RECOMMENDED, Thank You Taxsmart Cafe - Daniel Vasquez (5 stars)
  • Highly recommended and very reliably tax agents! Kate has been very helpful and patient with all my questions. - Ash Kotnala (5 stars)
    Gabe was excellent and on point. Highly Recommended! The best Filipino accounting and financial firm in Melbourne. - Jocelyn Delin (5 stars)
    Great service! Thank you for the info sessions and the team’s willingness to help and educate. - Elaine Ignacio (5 stars)
    If you need an Accountant, TaxSmart Cafe is highly recommended. - Jerry Camacho (5 stars)
  • Highly recommended one stop shop from taxation needs and financial planning services. They always took their time explaining each aspect to ensure that the client has understood and always has given us answers to our queries. Very knowledgeable and professional in their approach and is working towards the clients’ best interest. They will work with you to maximize your taxation claims and provide you with knowledge towards the end goal of financial freedom. Special thanks to Romz and Gani and the rest of the team for assisting us. A++ - Glenn A (5 stars)
    Very efficient, Very thorough, Very affordable, Very knowledgeable. They will help you maximise your tax return legally and will help you to plan for the next financial year. Also, will give their costumer not just advices on tax matter but also on general investment strategy, insurance and build your business idea free during your initial meeting. Thank you Gabe and Ron. - Jelene Malang (5 stars)
  • It is always an invaluable discussion with Romz everytime we meet him. Whether it is about debt management, SMSF, Superannuation, Investment Property, Romz' vast knowledge in financial planning will direct you to the right path. No question left unanswered. You will go home with a clear mind. He and his team is definitely one of the best in the industry. - Maryrose Galang, 2022 (Facebook review)
    Excellent and very reliable service provided by TaxSmart Cafe. Mr. Isagani Manaois is my accountant for more than 4 years and never had problems in terms of my financial matters. He helped me not just only in my tax returns but also in all financial planning of my life. Highly recommended! - Jek Agustin, 2021 (Facebook review)
    Very reliable accounting firm with very helpful staff.😊 - Peter Louie Quiamco Panes, 2022 (Facebook review)
  • Rom and Joy are very knowledgeable with the ins and outs of achieving tax efficiency. I enjoy my long chats with Rom when it comes to retirement planning and a session with him could change the trajectory of the rest of your financial life! - Ninong Alvin, 2021 (Facebook review)
    We had an issue on our Business Tax Return, when we asked TaxSmart Cafe to help us, they called ATO the next day and settled it. 😃👍Excellent Service! ⭐️⭐️⭐️⭐️⭐️ Highly Recommend! 😊👍 - Jj Juico, 2021 (Facebook review)
    Tax experts and reliable staffs. Thank you for the services. - Lito Limbo, 2021 (Facebook review)
Our Management Credentials, Professional Memberships and Awards
We guarantee that a portion of your fees paid to TaxSmart Cafe will benefit the Kids Financial Literacy program facilitated by our sister company Care Financial Services and Accounting through Money Smart Kids. Follow the the activities on the Money Smart Kids Facebook page to learn more.
TaxSmart Cafe
Copyright © 2021-2026 Liability limited by a scheme approved under Professional Standards Legislation.
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