WALLACE PARTNERS Accountants and Advisors

We love accounting, anything to do with numbers and helping your business succeed. Not everyone is accountant (and we know that you may not love numbers as much as we do!) – We take the time to help our clients understand our advice and explain important matters; we will help you find clarity with complex matters. We aim to provide proactive advice and exceptional service to all of our clients if you are a start-up, somewhere in the middle or the big end of business, we can help you. We ensure your tax compliance work is handled in a manner that guarantees you dont have to worry about it. Our team keep abreast of the latest technical developments, so you can rest assured you are receiving the right advice.

Sarah Wallace, CPA
Director

Wallace Partners was created from a vision of the director Sarah Wallace to help small business – by creating a tax and accounting practice that provides exceptional service, values it clients and employees, and understands the stressful environment business owners operate in on a day to day basis.

Sarah has had over 15 years of experience and her main areas of expertise are:

Taxation
Business Advice
Structuring (which legal structure is right for you?)
Business Improvement and Systems
Superannuation
Self Managed Superannuation Funds
Tax Minimisation Strategies
Business Development and Analysis
QBCC Licensing
Assisting her clients understand the complexities of the taxation and business in an everyday and friendly manner.

Qualifications
CPA
Tax Agent
Public Practice Certificate Holder

Bachelor of Business with a commercial computing and accounting major.

About Sarah

I love to find opportunities for clients – saving tax, identifying a new growth area or fixing a potential problem before it becomes critical. Its very important to me that my clients have a solid understanding of their own business and understand how to read a profit and loss statement, and are monitoring their business regularly

A favourite task for me would be working on a clients budget and complex break-even and productivity analyses , structuring is also rewarding – especially sitting down with a client and explaining the advantages and disadvantages of the most complex structures

In my personal time, I enjoy bike riding, walking my dog Ollie, reading and learning to play the piano

The Accounting Team

Samantha Landon, CPA, Client Manager

Samantha is a degree qualified accountant, CPA, and Tax Agent. She is our most senior accountant, and is available to help you with your taxation queries and advice as needed.

Samantha can assist you with:

Client Management & Queries
Tax Advice
GST Advice
ATO Queries
QBCC
Self-Managed Superannuation Fund Administration
Second in command to Sarah Wallace

Melissa Kirby, CA Accountant and Xero Certified Advisor

Melissa is a degree qualified accountant, has almost finished her CA, and is our Xero Certified Consultant, ready to help you with bookkeeping queries, ATO payment plans, tax returns and financial statements.

Melissa can help you with

ATO Queries
Xero Specialist & Training
MYOB Assistance
Tax Advice

Jane Tacon, CPA Accountant 

Jane is our newest team member, she is a degree qualified accountant and is ready to help you with bookkeeping queries, ATO payment plans, tax returns and financial statements.

Jane can help you with

ATO Queries
MYOB Assistance
Tax Advice

The Support Team

Ben Wallace, Client Services, Marketing and Systems Officer

Ben works in the business Monday to Friday, 11am – 5pm, he can help you with any administration queries, our client portal and signing documents:

Client Appointment Bookings
Wallace Partners Client Portal Queries
Document Retrieval (Copies of Document Requests)
General Queries
Administration Queries

Laura Freeman, Client Services

Laura is one of our newest team members, and works Monday – Friday 8am – 12pm and can help with

Copies of Document Requests
Administration requests

WALLACE PARTNERS Accountants and Advisors in Southport, Gold Coast, QLD is listed under the best Accountants specialising in services such as Self Managed Super Funds (SMSF), Business & Company Tax Returns, ATO Tax Auditing.

Other services by WALLACE PARTNERS Accountants and Advisors are GST / BAS Returns, BAS Lodgement, Tax Planning, Tax Minimisation, Superannuation, Business Activity Statements Preparation.

Phone WALLACE PARTNERS Accountants and Advisors to make a booking.

Services

We offer a complete range of accounting services including preparation of financial statements , tax returns and business activity statements, self-managed super funds, tax and gst advice, small business analysis and development, structuring advice, company and trust set up, business benchmarking and more. All of our compliance based work is prepared on a fixed price basis, call us for a quote.

Financial Statements
Many business structures, such as a company, a trust or a self-managed superannuation require financial statements to be prepared at least annually, along with the tax return. Your financial statements (including a profit and loss statement and balance sheet), with assistance from your advisor at Wallace Partners should give you much more value than just ticking off a box to satisfy the ATO and ASIC!

Tax Returns & Tax Advisory
Make sure you are maximising your tax deductions, know your obligations, lodge on time and reduce penalties. We are focused on innovative tax solutions to help ease the compliance burden and improve your cash flow.

GST & Business Activity Statements
Do you need help meeting your GST and Activity Statement obligations? We can review, prepare and lodge your BAS, and advise you on the implications of GST on your business & property transactions. As a tax agent our clients are entitled a 28 day extension to lodge and pay your BAS if we lodge it for you.

SMSF & Superannuation Tax Strategies
Self-Managed Superannuation is becoming more popular as people want to take control of their own money. It’s important your accountant is up-to date with this ever changing area of tax law. We can help you look after the administration of your superannuation fund, including preparing the financial statements, tax return and audit.

Worker Obligations
Do you need help understanding what your employer obligations to your workers are? Contractors vs Employees, payroll tax, fringe benefits tax, work cover, paying super and how you pay your employees tax?

ATO Dealings & Tax Debt
There are often feelings of stress and anxiety when you have cash flow problems, let alone throwing dealing with the Australian Taxation Office into the mix as well. Wallace Partners have helped a lot of businesses by negotiating with the ATO on their behalf, getting penalties and interest costs remitted and forward planning. Lets get you back on track and concentrating on growing your business and doing what you are good at!

Late Tax Returns &/or BAS and Getting up to Date!
If you have one, two, or 10 years’ worth of outstanding tax returns we can help, even if you do not have all of your information. If you have fallen behind in lodging your Business Activity Statements we can get you up to date with those too.

Know Your Numbers & Quarterly Review
We excel in knowing your numbers and understanding them, we can help you know them better too. Sign up today for our quarterly review program!

Tax Planning
How important is it to you, to know what your tax bill will be, and how you can minimise it?