We love to work with families, as your local family Accountant our core function is obviously taking care of your tax return, we will;
- Get you the biggest refund within the law
- Lodge your return in our cutting edge system that generally has your refund back in your bank in 5 business days
- Explain your return and the tax laws as we go as well as educating you on new claims you might be missing out on
We take real pride in doing this work diligently and advocating your right to pay tax only in the income you should, for all of our wage earner clients we will intervene should the ATO want to audit or investigate you at no cost to you.
As well as this many families want to know how can they get ahead, build wealth and / or save income tax so we often do cover other topics such as superannuation, insurances as well as wealth creation through shares and property investment with our clients.
Our typical clients are families, often with one or two businesses in the family. Alan the practice manager lives locally in Mount Martha and is very passionate about the area and being part of the local community. For a chat about your situation please contact us below: