“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 AIMMorisset Park is a few minutes from us. If you want to drop paperwork in rather than scan it, or sit down and go through something properly, that’s easy here in a way it isn’t with a firm in Newcastle or Sydney.
The peninsula skews towards people who have finished working or are planning for it. Super, the pension, what to do with a house that’s worth a great deal more than it cost, whether to help the kids now or later — and the tax consequences threaded through all of it.
We’re able to advise on both sides of that. The practice holds CPA and Chartered Accountant qualifications and is an Authorised Representative for financial planning, so the tax answer and the retirement answer come from the same place and actually agree with each other.
Personal returns, rental properties, small businesses run from home, BAS and bookkeeping. The ordinary work, done carefully.
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.