Taxation, Accounting, Business.

About

This practice is now part of Richard Vergona Chartered Accountants. Peter Smith, the original principal, continues as a consultant.

Our referral partners are available to assist with financial planning, estate planning, wills, legal requirements, financing, property investment and other associated requirements.

Expertise in bookkeeping is also provided from our network of highly qualified and experienced bookkeepers. We can assist you to set up your own accounting system, be it stand alone or cloud based or can provide these services for you.

We also have a range of partner service providers and can provide referrals for you if you require legal services, financial planning services, property investment services, finance services and insurance services.

Of course when you contact the office you will also deal with our experienced administration and customer service staff Sammy.

Fees

We can provide payment options which are convenient for you. We are happy to bill on completion where you have demonstrated prior history of paying our bills on time. We also offer payment of our fees by offset to your tax refund after crediting to our trust account and charging a small administration fee.

For standard individual income tax returns fees are relatively straight forward and we can give you a reasonable estimate before you provide your work. Of course fees may be greater where records that you provide are not comprehensive and greater input is required from us to complete your work.

For business, investment and self managed superannuation clients we offer a number of fee alternatives. Our default option is to charge by the hour however we believe that this can develop inefficiencies both for us and for you. We are happy to agree upon a fixed fee upfront for your overall accounting, taxation or business advisory assistance. This will however, include specific requirements for you in relation to the records that you maintain and provide and when information is provided to us. For these agreements the fee structure also includes unlimited telephoned access. Where agreed fee inclusions change however the fee also will need to change.

Our services

We pride ourselves on providing a range of services, including business, taxation and book keeping.

  • Individuals

    We help with managing your financial affairs including taxation, investments and other financial services through our partner associations.

  • Business Coaching – Partnering

    We look forward to helping you achieve your goals in business.

  • Corporate

    Let us take the worry out of dealing with your company affairs.

  • Business

    We can provide solutions for the “how” and “what” in relation to your business structure and operations – leaving you free to get results!

  • Taxation

    We will make dealing with your taxation affairs straight forward and easy.

  • Read more

Latest blog post

  • Moving To New Office – Rail Works
  • The day has come – 30 November we will be located at 27 Keysborough Close Keysborough 3173 telephone 1300 987 065. This is due to acquisition of the premises in Cheltenham by the State Government/Rail Authority. We look forward to seeing…

  • Read more

Get in touch

If you need assistance with any of your taxation or business needs, please get in touch. We are here to help.