“It’s dark, it’s raining, and you’re driving an unfamiliar dirt road. And your accountant? He’s beside you, working away, head down.”
That’s how most people experience accounting. We do it the other way round — eyes up, watching the road ahead for you.
Read the Dirt Road Story →“We’ve used AIM for over 10 years. They treat you like a person, not just a client — we call them our Guardian Angel.”
— Kate Formosa, client
Our head accountant is both a CPA and a Chartered Accountant with over 25 years in public practice. You’re getting the right advice, and you’re getting it from someone who knows you.
More about AIMDora Creek is about five minutes from our door. That matters more than it sounds. Plenty of accounting is done by email now and that’s fine for a straightforward return — but when something is complicated, or worrying, or you’ve got a folder of paper and no idea what half of it is, sitting across a desk beats a portal every time.
Dora Creek has a lot of people who’ve been in the same house a long time. That tends to raise a different set of questions than the new estates do: what happens to the family home, whether downsizing triggers anything, how much super is enough, what the pension interacts with, and how to leave things tidy for the family.
Because we’re licensed for financial planning as well as tax, we can look at the whole thing rather than answering the tax half and sending you elsewhere for the rest.
Trades, boats, small businesses run from home, rental properties — the ordinary run of things. Returns done properly, BAS on time, and someone who picks up the phone when the ATO sends a letter you don’t understand.
104 Bridge Street, Morisset NSW 2264. Monday to Friday, 9am to 5pm.
Call 02 4973 4550 or send us a message and a real person will read it.
Not sure where you fit? The common questions page covers most of it, or just give us a call.
Call us on 02 4973 4550 or get in touch. No jargon, no pressure.