Tax & Wealth - Sutherland, New South Wales

Address: 1/17-21 Gray St, Sutherland NSW 2232, Australia.
Phone: 295450488.

Specialties: Tax consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 3.4/5.

📌 Location of Tax & Wealth

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Introduction to Tax & Wealth

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Tax & Wealth is a reputable tax consultancy located in Sutherland, New South Wales, Australia. Situated at 1/17-21 Gray St, Sutherland NSW 2232, the firm offers comprehensive tax and wealth management solutions to individuals and businesses. With a dedicated team and a commitment to accuracy and client satisfaction, Tax & Wealth has established itself as a trusted partner in navigating the complexities of the Australian tax system. The firm prides itself on delivering personalized advice and ensuring clients remain compliant with all relevant regulations.

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Expertise and Specializations

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At Tax & Wealth, their primary specialization lies in providing expert tax consulting services. They assist clients with a wide range of tax matters, including:

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  • Individual Tax Returns: Preparing and filing accurate individual income tax returns, minimizing tax liabilities and maximizing potential deductions.
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  • Business Tax Returns: Handling tax returns for various business structures, such as sole proprietorships, partnerships, and companies.
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  • Tax Planning: Developing proactive tax strategies to help clients achieve their financial goals while minimizing their tax burden. This includes strategies for asset protection, estate planning, and retirement planning.
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  • GST Compliance: Ensuring businesses are compliant with Goods and Services Tax (GST) regulations, including registration, reporting, and payment.
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  • Capital Gains Tax (CGT) Advice: Providing guidance on CGT implications for asset sales, minimizing tax liabilities.
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  • Tax Audits and Disputes: Representing clients during tax audits and disputes, advocating for their interests and seeking favorable outcomes.
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The firm’s team possesses a deep understanding of Australian tax law and regulations, ensuring clients receive up-to-date and reliable advice. They stay abreast of legislative changes and incorporate them into their clients’ tax strategies.

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Location and Contact Information

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Address: 1/17-21 Gray St, Sutherland NSW 2232, Australia

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Phone: 295450488

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The firm’s location in Sutherland provides convenient access for clients in the local area and surrounding suburbs. They’ve invested in wheelchair-accessible car parks and an accessible entrance to ensure inclusivity and ease of access for all clients.

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Client Experience and Facilities

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Tax & Wealth demonstrates a strong commitment to client service. They recommend appointments to ensure sufficient time is allocated to discuss individual needs and provide tailored advice. Furthermore, the firm offers wheelchair-accessible car parks and an accessible entrance, reflecting their dedication to inclusivity. Toilets are also available on-site. Clients consistently appreciate the firm’s professional demeanor and the almost seamless process of preparing their tax returns, often preferring Tax & Wealth to handling the process themselves.

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Opinions and Reputation

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The company maintains 5 reviews on Google My Business, with an average rating of 3.4/5. While the average rating suggests room for improvement, many clients have expressed satisfaction with the firm’s professionalism and expertise. They consistently highlight the value of working with Narelle Schafer, citing her solid tax advice and approachable manner. It’s clear that the firm fosters strong client relationships built on trust and reliability. The process of dealing with Tax & Wealth is often described as ‘almost painless,’ suggesting a streamlined and efficient service.

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Key Features and Benefits

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Feature Description
Personalized Advice Tailored tax strategies based on individual circumstances.
Expertise Deep understanding of Australian tax law and regulations.
Compliance Ensuring clients meet all tax obligations.
Accessibility Wheelchair-accessible facilities and convenient location.
Professionalism A dedicated team with a focus on client satisfaction.

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Tax & Wealth strives to provide a seamless and stress-free tax experience, empowering clients to make informed financial decisions. They recognize the importance of clear communication and transparency throughout the process. The firm is dedicated to building long-term relationships with its clients, acting as a trusted advisor for all their tax and wealth management needs.

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"summary": "Tax & Wealth is a dedicated tax consultancy in Sutherland, NSW, offering expert tax advice and compliance services with a focus on personalized client care and accessible facilities.",
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"Tax Consulting",
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👍 Reviews of Tax & Wealth

Tax & Wealth - Sutherland, New South Wales
Dorine
5/5

We have been going there for years and find Narelle Schafer a solid tax advisor with a professional demeanor. I could do the tax return myself, but she makes the process almost painless so we prefer going to her.

Tax & Wealth - Sutherland, New South Wales
J G.
1/5

Got a few years of my tax done here and I have never had such a bad return! Ihad to Afterpay the female agent money which exceeded my return. This has never happened in my 40 years of working. After seeing someone else, they were shocked.

Tax & Wealth - Sutherland, New South Wales
Kim P.
5/5

We have been dealing with Chris from Hartley for the past few years, he has been so helpful, willing to offer suggestions and always looking to do the best for us and his other clients

Tax & Wealth - Sutherland, New South Wales
ivica L.
1/5

Tax & Wealth - Sutherland, New South Wales
Vince C.
5/5

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