Expert Accountants for Doctors – Tax and Financial Planning Solutions
Access expert accounting and financial planning services for doctors to optimise tax efficiency, manage wealth, and ensure financial stability.
Small firm. Industry-specific expertise. Tailored financial solutions.
Diverse experience working with businesses and investors of all sizes and industries
Small to medium sized businesses
High net wealth individuals and family groups
Portfolio companies of private equity funds
Who we are
Tullastone provides expert accounting and financial planning services to doctors across Australia.
Our mission is to deliver accessible and reliable tax strategies and financial solutions that help doctors optimise their wealth, manage taxes, and ensure long-term financial stability. We are committed to building long-term, meaningful relationships with our clients, ensuring they have the right strategies in place to achieve their financial goals and secure a prosperous future.
We appreciate the trust our clients place in us and are proud to be part of their financial journey.
What we do
We partner with doctors across Australia, providing tailored accounting and financial planning services to optimise tax strategies, enhance wealth management, and support long-term financial success.
Leveraging our deep industry expertise and strategic approach, we go beyond basic financial planning—offering proactive tax optimisation, investment strategies, and wealth management insights that empower doctors to navigate financial complexities, optimise outcomes, and secure a prosperous future.
Tax Optimisation & Compliance
Implementing strategies to minimise tax liabilities, ensure compliance, and maximise available tax benefits specific to the medical profession.
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Bookkeeping and Xero management
Cloud accounting set up, transition and App integrations
Accounts payable & receivable reconciliations
Payroll processing (Xero Payroll) and Single Touch Payroll
Financial Statements
ASIC company secretarial matters
Wealth Management & Investment Strategies
Advising on investment opportunities, asset allocation, and wealth management strategies to build and preserve wealth over time.
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Tax returns (companies, trusts and individuals for family groups)
Business activity statements and GST compliance
Structuring, entity set ups and implementation
R&D tax concession assistance
Tax advice
Superannuation & Retirement Planning
Creating tax-effective superannuation strategies and retirement plans to secure long-term financial stability.
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Customised monthly management & board reporting
Assistance with budgeting and cash flow forecasting
Assistance with preparing for capital raising and debt financing
Cash Flow & Practice Management
Helping doctors optimise cash flow, manage practice finances, and plan for future growth to ensure financial health.
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Project work for M&A transactions and other initiatives
Tax-effect accounting and reporting assistance for portfolio companies
Assistance with ATO reviews and audit matters
Hear from some of our clients
“It’s been great to have Lewis and his team on board to help manage the accounting and tax for our group. We appreciate Lewis’ skillset and responsiveness. We would happily continue to recommend Tullastone to other business owners looking for a different approach with their accountant.”
Nicole and David Dowsett
Founders, PRS Support
“Tullastone’s support over the last few years has been fantastic and made a big difference in how we keep on top of our finances. We are grateful to have Lewis and his team working with us!”
Dr Mahi Paquette, CEO and
Executive Environmental Manager Seabin Foundation
Get in touch with us today
Contact us to discuss how we can provide you with the right accounting and finance support to drive your business forward.
Level 3, 47 York Street, Sydney NSW 2000
