Not every accountant. Yours.
We look after owner-run businesses, family groups and self-managed super funds that want more than a tax return. One team that knows your business, your family and your fund, and tells you what it thinks.
We focus on what matters to you.
A planning meeting, every year
Every client can have one before 30 June. We look ahead before the year ends, not back after it.
We call before the deadline
You hear from us before each lodgement date, not from the ATO after it. If something needs a conversation, we start it.
Fees agreed before we start
You know the price before any work begins. Straight answers in plain English, and a reply within 48 hours.
What we are known for.
Owner-run businesses, family groups and self-managed super funds, in Sydney, across Australia and overseas. If you want the cheapest return lodged with no conversation, we are probably not your firm. If you want someone in your corner every year, we should talk.
Business and family groups
Tax, structure and advice for owner-run businesses and the families behind them, planned as one picture.
Self-managed super
Set-up, annual compliance and advice, from people who do SMSF work every day.
Tax and structure
Division 7A, restructures, trusts and the questions most firms send elsewhere.
Xero, done properly
Xero Platinum Partner. Set-up, clean-up and training, so your numbers are right all year.
We are growing because our clients send us their friends.
Most new clients come to us by referral. Every one starts with a free 30-minute chat with Greg or Allison, so you can see if we are a fit.
The people you will actually deal with
Greg Adams
DirectorLeads the firm and works directly with business owners and family groups on tax, structure and growth. The person you call when the decision is big.
Allison Sree
Executive DirectorLooks after clients day to day, from compliance through to the planning conversations that matter.