top of page

About Hervey Bay Tax Solutions

Your Local Tax Experts

We are Hervey Bay Tax Solutions. Established in April 2021 by Cassie Patterson who has more than 12 years experience with tax and small business accounting.  


Cassie's experience has taught her that people don't always realise the potential value that a registered tax agent can deliver, so we work with our clients to ensure they know exactly what areas we can help them in and that they know they can ask questions at any time.

Areas that we can help you included but are not limited to:

- Tax return and financial statement preparation

- BAS and GST matters and advice

- Tax planning for businesses and individuals

- Capital gains tax estimations and advice

- Budgeting for businesses and individuals

- Advice regarding entity structures

Our Team.

Meet the team below!


Kaitlyn Frey


Hervey Bay Tax Hero Image.jpg

our services

  • Tax preparation services for individuals, sole traders, partnerships, trust and companies

  • Financial statement preparation

  • Bookkeeping services including bank reconciliations, accounts payable, accounts receivable

  • Wages set up and processing, including single touch payroll and superannuation compliance

  • Accounting system set up and training

  • Budgeting assistance for businesses and personal funds

  • Business Activity Statement preparation and lodgement

  • ATO liaison regarding lodgements, payments and other matters

  • Tax advice

  • Tax planning

  • Structure advice and set up

  • ABN and business name registrations

  • ASIC compliance for companies



If you aren't convinced that you need an accountant to assist with your personal or business finances; here are a few pro's to having us on your team!

1. Save Time: The time that you put into your finances can be used elsewhere. So why not have us do it on your behalf, whilst you do what you need to get done? Time efficient, check!

2. Reduce Tax Liability: Let's be honest, without proper training a lot of people don't quite know what to do with their taxes, just out here winging it. So let us put our training, expertise and knowledge into getting things done right, to get you the best outcome.

3. Can Help Grow Your Business: How? I hear you ask. Well, with budgeting and financial strategies we can assure your accounts are in tip top shape, ready for future expansions.

4. Access to Finance Knowledge: When we have had years (in my case 10+) of experience, we are also accessible to provide detailed information on all things finance related. Got a question? Get in touch and we can help you in no time!

5. Stress Less: When deadlines build up, finances don't add up, the budget starts to fall through... It can all be quite stressful, and especially if you run a growing business. you don't always have enough time to spare to fix everything! Stress can be a major concern for your health too. So stay healthy, stress less and contact us for a consult!

I would love the opportunity to chat with you and see in what areas I can assist you, in your personal finance goals or as a growing business!

what our clients are saying

let us focus on your accounting so you can focus on your business..
please get in touch with us below...


Tel. 07 4334 0002

PO Box 528,

Hervey Bay QLD 4655


7/107 Boat Harbour Drive,

Pialba QLD 4655

8:30am - 5:00pm Monday - Friday (office staffed by appointment)

Closed Public Holidays & Weekends



Thanks for submitting!

bottom of page