About Jo-Anne Chaplin from Tax and Superannuation Professionals

Do you need a skilled accountant who’s professional and approachable?

Are you tired of being treated like a number rather than a human?

I’m Jo-Anne Chaplin, owner and director of Tax and Superannuation Professionals. 

I provide professional accounting services with a friendly, personal touch.

You’ll find that I’m approachable and easy to work with. I love helping people create wealth for themselves and their families.

Qualified and experienced

As a qualified Accountant and Registered Tax Agent with over 25 years’ experience, tax minimisation is only the beginning of what I do. Whether you have a small business, SMSF or simply need individual advice, I’ll review your financial position to find ways to help you make (and keep) more money.

Many of my clients have been with me for more than 20 years, because I take the time to help people understand their financial position. I’ll help you with practical, easy to implement strategies so you can focus on your business (or life) rather than paperwork.

Focus on communication 

I make sure I get to know you and your business and encourage my clients to make contact  whenever they have a query, instead of waiting for the annual or bi-annual interviews.  Timely communication helps you to stay in control of your finances, which is why I developed business packages  – to give you cost-effective access to the advice you need, when you need it.

My approachable manner means clients feel comfortable calling, emailing or popping in to see me at my Bribie Island office. I’m also happy to visit you at your home or business. I’ll treat you with respect and use plain language to explain concepts, not accounting jargon.

I’m committed to providing advice that’s sound, independent and ethical.

Get in contact.

Industry certified

With my Practising Certificates from the Institute of Public Accountants and the National Tax & Accountants Association, you can be confident that my advice meets industry best practice standards.

Both associations are well respected in the industry and expect a high standard of work from their members. They also require members to meet mandatory Professional Development and Quality Assurance responsibilities.

When I’m not at my desk, you’ll find me exploring our beautiful oceans and coastlines, or spending time with my extended family.

 

My Vision Statement

To provide clients with independent, ethical and timely advice which empowers them to achieve their financial goals.