Adam M & Co

TAXATION AND ACCOUNTING SERVICES FOR SALARY AND WAGES EARNERS, INVESTORS AND SELF MANAGED SUPERANNUATION FUNDS

I have over 25 years of experience in public accounting practice providing taxation and accounting services to individuals and small business clients.

I completed Master of Commerce degree at the NSW University in 1986, followed by obtaining CPA status in 1991, and Public Practice Certificate plus Tax Agent registration in 1992. Since 1992 I have been providing personalised accounting services to small business and individuals in the Centenary Suburbs, Brisbane. Between 2004 and 2008 I held Certified Financial Planner designation and offered financial planning services; however I no longer do so.

From 2013 I have downsized my business, concentrating on providing services to individual taxpayers and SMSFs.

On a personal note, I am interested in healthy life style, like playing golf and skiing, and travel.

I will be pleased to provide you with taxation and accounting services. Please contact me to discuss, without obligation, how I can assist you.

Gosia Ruben, M.Com CPA

Adam M & Co in Jamboree Heights, Brisbane, QLD is listed under the best Accountants specialising in services such as Tax Planning, Capital Gains Tax, Self Managed Super Funds (SMSF).

Additional services by Adam M & Co are Business Tax Advice, Personal Income Tax Returns.

Call Adam M & Co to contact us for further information.

Services

SALARY AND WAGES EARNERS

• Tax Returns Preparation.
• Deductions Finder Reports for specific occupations to ensure you can claim maximum available deductions. – see  pdf an example (77 KB)
• Advice on record keeping and substantiation requirements. If records are not kept, a deduction may be denied even though the expense was incurred. Extensive worksheet provided, see  pdf an example (22 KB)
• Taxation advice, including Income Taxation and Capital Gains.
• Taxation Planning.

 INVESTORS

• Pre-purchase advice.
• Rental property investment advice
• Investment in shares advice.
• Negative / (positive) gearing advice.
• Tax minimisation strategies advice.

 SELF MANAGED SUPER FUNDS*

• Provision of factual information about superannuation, including explaining different superannuation choices and contributions limits.
• Establishment of an SMSF on the client’s direction (no advice).
• Preparation of Financial Statements and Members’ Statements for SMSF.
• Preparation of Annual SMSF Tax Return.
• Preparation of Trustee Minutes.
• Advice on compliance, administration and operational issues for SMSF.