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Accountancy Plus Whitsunday Pty Ltd

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Trading for 16 years

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About Accountancy Plus Whitsunday Pty Ltd

Accountancy Plus Whitsunday (APW) provides a range of expert accountancy and taxation services that are geared for the success of individuals and businesses in the Mackay and Whitsundays areas and beyond. We have assembled a unique team of professionals whose diverse expertise unfailingly delivers a range of financial solutions that support the personal and business goals of our individual clients. The care and attention to detail that comes from establishing a close working relationship with each client is a formidable driver in business. Following this straightforward logic, success falls within easy reach for our clients in this beautiful part of Northern Queensland. Income tax returns and general tax compliance are part of the landscape here at APW and we make sure that, no matter the complexity of their situation, our clients receive the best advice. It is in the areas of business structuring, planning and strategising, that we can really help our clients get up to speed. We use a proactive approach involving designing accurate cash flow projections and astute responses to financial reports and benchmarking. We take care of accounting software setup as well as business setup. We perform due diligence, business evaluations, asset protection and business performance monitoring. As well as retirement and succession planning, Accountancy Plus Whitsunday also specialises in Self Managed Superannuation Funds, including administration and compliance.

Services

  • Taxation

  • Accounting

  • Auditing

  • Business Planning

  • Self-Managed Superannuation

  • Tax Planning

  • Property Syndication

  • Business Services

  • Corporate Services

  • Tax Return & Advice

  • Preparation of Financial Statements

  • Liaising With the Australian Taxation Office

  • Asset Protection and Entity Structuring

  • Goods and Services Tax

  • Instalment Activity Statements

  • Business Activity Statements

  • Small Business Entity Concessions

  • Capital Gains Tax

  • Fringe Benefits Tax

  • Expatriate Tax Issues

  • Financial Reporting Services

  • Business Valuations and Due Diligence

  • Business Formation, Structuring and Asset Protection

  • Bookkeeping and Data Entry

  • Monthly Figures and Reporting

  • Business Advisory Services

  • Highly skilled

  • Experienced

  • Cash flow reports

  • Variance reports

Reviews

4 rating

5 reviews

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3

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1

J

Jules

4 years ago

Ms. B has zero interest in assisting clients. I had to continuously follow up with her regarding lodging my tax return. She blew me off so badly, that eventually I had to call the receptionist (who was very lovely) to give me some sort of update after two months of the run around. She quoted me a $700 tax refund, I eventually received $10.95 from the ATO. How on earth does someday get the quote that far off? After receiving no response (again) from Ms. B, I called the ATO. In which they suggested I file a complaint against the agency because they were also confused by her assessment. I feel robbed and mislead by this company. If for some reason you still choose this company and you get stuck with Ms. B as your agent, prepare yourself for short answers and long waiting times. Might as well get the receptionist on speed dial.

Thank you for taking the time to write a review for our practice Jules. As you are aware, the responsibility of the contents of the tax return rests primarily with the taxpayer, and after numerous calls to the tax office due to your return taking some time to process, we ascertained that the ATO had determined you were not entitled to the particular claim you thought you were eligible for. We also undertook an internal review of your file, following your emails, and determined the return was correct based on the information you provided at the time. Whilst we sympathise with the fact you did not receive the refund you were expecting, this is entirely outside of our control. Barbara Jarvis Practice Manager Accountancy Plus Whitsunday Pty Ltd

Responded 3 years ago

DM

Dion Moretto

7 years ago

The team at APW have been very helpful with all of my corporate and business structures. They have gone over and beyond for my taxation needs. Highly recommend this firm.

Thank you for your review and your recommendation Dion. We pride ourselves on our dedication to our clients and it is always pleasing to know we are fulfilling that responsibility. Barbara Jarvis Practice Manager Accountancy Plus Whitsunday Pty Ltd

Responded 3 years ago

K

Ken

7 years ago

After choosing APW to look after my financial affairs, I couldn't be happier. The service and attention to detail from the team at APW is excellent. I highly recommend APW when it comes to dealing with your individual taxation or financial needs.

S

Shane

7 years ago

Having had my finances organised through APW accountants I could not be happier with the service and attention to detail when it comes to their service. I would highly recommend the team at APW when it comes to dealing with your taxation needs.

Location

Suite 1 / 2 - 4 Island Drv, Cannonvale QLD

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Licences

  • Certified Practising Accountant (CPA)

Accountancy Plus Whitsunday Pty Ltd

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