We’re not your typical accounting firm. Sure, we provide tax advice and look after tax compliance, but our focus is helping you create and protect wealth so you have the financial means to achieve your goals. We do this with tailored advice, education, and access to quality services and products.
Any accountant can help save you tax
Any real estate agent can advise you on property
Any mortgage broker can get you financing
Any stockbroker can buy shares for you
Any insurance broker can recommend you insurance
Any financial adviser can provide you advice
Any lawyer can advise you in the set up of an estate plan
With our background, we have the capability and expertise to combine all of these elements into an integrated financial plan which can maximise your chance of financial security and success.
We are here to help you
We don’t just do accounting and tax — far from it. For others, it will be a gradual, staged approach.
There is so much more to having a good financial position.
We will work with you to improve your financial situation at a pace you are comfortable with.
For some people this will be a comprehensive review and strategic plan.
Whatever your situation, or life stage, we are here to help you.
Tax Time 2019
It’s getting down to the line now, time to get your info together and prepare your 2019 tax return.
Stacey will look after you getting everything together for Stuart to review, so just give her a call now to book an appointment 02 4934 8844. Or book one directly online here. We also have a checklist of items you’ll need to consider here.
How do we work with you at Excel?
The below questionnaires and online forms assists us to obtain the information required to do the work for you.
You can also go in and complete the questionnaires at anytime!