Tax agent specialising in personal tax returns for property investors.
Proficient in lodging tax variations to maximise clients’ cash flow.
Experienced in assisting clients select suitable accounting software for sole traders/companies and then lodging BAS returns.
Although Sydney based, visits to Brisbane, Melbourne, Canberra, Perth, Karratha and Port Hedland are undertaken every year to maintain that personal contact.
Regularly prepare capital gain scenarios and rank properties for those clients with multiple investments.
Preparation of SMSF financial statements and tax returns.