Tax and Superannuation Professionals

Experienced, approachable and affordable accounting

Do you want to work directly with an accountant, rather than being relegated to a voicemail queue?

At Tax and Superannuation Professionals, the only thing I treat like numbers, are the numbers.

I focus on reviewing your full financial position to help you grow your wealth.

Since 1994, I’ve been providing great-value, personalised accounting solutions for my clients.

I’d love to help you too.

Jo-Anne Chaplin provides professional accounting with personal service

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Experience

Since 1994, I’ve been providing professional accounting services. Many clients have been with me for more than 20 years. I have a broad range of accounting skills including:

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Approachable

I believe in treating people like people, not numbers. When you choose to work with Tax and Superannuation Professionals, you’ll be working with me personally.

My high-quality service is:

  • Timely – I’ll always respond to you ASAP
  • Honest – I’ll be upfront about costs and expectations
  • Responsive – I’m happy for you to contact me when you need to
  • Client-focused – I love helping my clients achieve better financial outcomes and grow their wealth
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    Affordable

    At Tax and Superannuation Processionals, my services are excellent value for money for businesses needing to manage their bookkeeping and reporting obligations.

    My business clients benefit from fixed-fee packages that give them control over cash flow, while only paying for the services they need.

      Who I work with

      Small business owners

      Do you own a small business with fewer than 20 employees and turnover of under $10 million?

      I understand that you have the same financial responsibilities as larger companies, without the same resources.

      I can help small business owners with:

      • Cash flow management
      • Business scaling
      • Tax minimisation
      • Managing expenses
      • Business monitoring
      • Compliance
      • Payroll

      Property investors

      Building wealth through property is popular but can be disastrous when not done right. Making good plans before you think about property investing could save you tens of thousands of dollars, not to mention the heartbreak of a poor investment decision.

      I can help property investors with impartial advice about:

      • costs and responsibilities of property investing
      • borrowing requirements
      • things to look out for when buying property
      • choosing realistic limits
      • minimising risk

      Investors with SMSFs approaching retirement

      Do you need assistance with compliance and tax minimisation? I can provide a quality, personalised service that’s excellent value for money.

      I will never treat you as a number in a system. Not only can you save money by working with me, you will benefit from open communication and easy access to your advisor.

      Anyone needing a knowledgeable, affordable and friendly accountant

       

       

      The information and any advice provided in this presentation is general advice only and has been prepared without taking into account your personal objectives or financial situation.