An accountant that is preparing tax returns. Accounting and tax return documents, pages and calculators. An elderly couple planning with their superannuation funds. A business man working on his investment property in Gordon.

New Client Offer

The process of changing your accountant can be both frustrating and daunting. We often ask ourselves are we doing the right thing? Answer.....We make it easier and fast.

We offer a no-obligation initial meeting for new clients at no charge. During this meeting we will discuss:

  • What your needs are. What do you want us to do? Ideally would you please bring in your recent tax documents.
  • Who currently prepares the information & what do they provide? We will review your ongoing concerns and issues. We may suggest a simpler way.
  • Why are you looking for a change? It is common for clients to tell us they just want a second opinion or their accountant has lost touch with their needs.
  • We will either quote a fee or will estimate a range.
  • If you are happy, we can contact your accountant and initiate the change.

We seek to understand what is required first and quote a fee which incorporates all your work.

We manage your ATO affairs professionally and completely.

In the past, we have been particularly capable of lowering fees for our new clients with more complex affairs.

Latest Accounting News

Tax Specialists

We specialize in providing proactive tax planning strategies for our clients. High earning individuals and business clients can benefit by speaking to one of our tax advisors.

Bookkeeping

Good, fundamental book keeping will ensure that your accounts are up to date and give you proper control of your business. With over 85% of business failure attributed to poor financial control, skilled and professional bookkeeping will give you results that speak for themselves.

Superannuation Planning

Taking the time to plan for your future makes good financial sense. Ensure you have the money to live the lifestyle you'd like during your retirement.

Investment Properties

Preparation of negative gearing tax schedules for all investment properties. Including Depreciation Calculations and Special Building Write offs.