Ask whether work will be done by a registered tax agent and if they belong to professional accounting body ie CPA, IPA or NTAA. Additionally you could ask if they participate in ongoing professional training and development.
I like the client interaction and getting right amounts into the correct boxes on the tax returns without any fudging of the figures. Plus when we setup or develop an accounting system its great to see clients benefiting from it and prospering!
I achieved excellent results academically in maths. accounting and I am interested in tax laws plus I view myself as a people person so until Yeshua tells me to change my vocation I am happy to stick with it.
Most clients are wanting to know what the cost will be to provide services, we try our best to estimate this based upon the time and complexity of the job. We take business annual turnover into consideration when quoting.
A client needed chart of accounts and management reports completely re-designed for their board and external government departments. This task was successfully carried out and received favourable commendations from the director of the organisation.
We have worked in the accounting profession for more that 20 years helping a range of individuals, businesses and organisations. We have long term relationships with clients having consistently served them well!
We need to know if your operating a business and the annual $$$ turnover plus any other companies, trusts or SMSFs where you are a director, trustee, shareholder and/or employee. For individuals please indicate to us the types of income generated i.e. if you sold or rented out property and if you spent more than $300 on work related expenses such as tools & equipment.
Our business has professional indemnity, public liability and contents business insurance. In addition to this we have 24/7 security monitoring service at our business premises.
By having a good computerised record system i.e. accounts that have been kept up-to-date and good filing system so that documents can be located quickly. Additionally checking that accounts have been setup and allocated to correctly.
Payment can be made via EFTPOS, cash, visa,mastercard or amex and direct bank deposit at branch or thru internet banking.
We specialise in providing taxation services for individuals and businesses. Note: we have been XERO and MYOB certified and recommend their accounting software.
We believe that we can help you maximise your tax deductions and setup appropriate legal structures that will protect your assets. In addition to this we can help you to develop an accounting system that will produce accurate and timely information for your business.
Education Diploma in Accounting, TAFE, 1983 - 1986 Bachelor of Business, Curtin University, 1987 - 1989 Masters in Professional Accounting, University of New England, 2009 - 2011
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