Advantage Partners: accountants in Albany WA
We are an accounting practice at 147 Albany Highway, Albany, and we have been providing tax, business and accounting work here since the firm was formed in 1975 as CD Roth & Associates. Our clients range from individuals through to small and medium enterprises across the district. Advantage Partners is a CPA Practice, and our liability is limited by a scheme approved under Professional Standards Legislation. To speak with an accountant in Albany, the office number is 08 9842 2655.
How we work with clients
Our stated aim is to give advice when a business needs it, not only when it is asked for. We work one-on-one with each client, so what we recommend is built around that particular business rather than lifted from a template. We also try to keep the language plain. Tax and company law are complicated enough without the explanation being complicated too, so our aim is to simplify complexity and to make the guidance we give something you can act on.
We publish the Tax Practitioners Board factsheet on our website. It sets out the role of the TPB, your rights as a client, your own duties around providing correct information and meeting deadlines, and what you should expect from a registered tax practitioner in the way of professional service, confidentiality and clear communication. It is worth a read before any first appointment.
Our partners and staff
There are six partners in the practice. Jack Van Duyn FCPA (BBus) has more than 43 years in public practice, 27 of them as a partner. Bryant De Vos FCPA (BBus) has more than 29 years in public practice and 28 as a partner, and came to accounting with a small business retail background. John Witten CPA (BComm, Dip Fin Svc) has more than 20 years in public practice, 15 in partnership, and works particularly on business development strategies and self-managed super funds. Dale Ten Haaf CPA (Grad Dip Acc, BComm) has more than 23 years in practice, 10 as a partner. Warren Vermeulen CPA holds a Bachelor of Commerce in Accounting from the University of Southern Queensland and has more than 12 years in public practice. Lionel ‘t Hart CPA (BBus Acc) worked in advertising and communications before accounting, and now works mainly with small businesses and individuals.
Behind them is an administration and accounting team. Yvonne Bloemendaal and receptionist Hannah van der Schaaf handle the front of house and administration. The accounting team includes Kaye Herbert (Cert IV Fin Svc), who works across MYOB, Xero, Reckon and other programs on BAS and payroll, Yvonne Peetoom (Adv Dip Acc), Kirilee Spaanderman CPA, Nathan Pot CPA (BCom, University of Western Australia), Julie Kroeze and Fiona Plug on BAS and accounting support, and Jake Roth, a trainee accountant holding a Certificate IV in Accounting and Bookkeeping.
Services
What we cover
- Taxation: activity statements and advice on tax payments, GST and FBT obligations, tax effective trust structures, and managing ATO audits or disputes.
- Bookkeeping and accounting: annual accounts and periodic management accounts for tax, business appraisal and planning.
- GST: advice on registering, filing and adjusting returns, and assistance during an ATO audit.
- Business start-up: choosing between sole trader, partnership, trust or company, then business plans, cash flow projections, budgets, trading forecasts, finance proposals and an internal record-keeping system.
- Company compliance: formations, annual returns, minutes and resolutions, statutory books, changes of directors and shareholders, share transfers and a registered office facility.
- Self-managed super funds: trust deed, trustees, the trustee declaration, electing to become a regulated fund, TFN and ABN, and the ongoing compliance work afterwards.
- Trusts: formation documentation, trust reporting, minute-keeping, annual accounts, asset management and income distribution.
- Budgeting, cashflow and benchmarking: cash flow forecasting reports, budget design, and comparisons against others working in the same industry.
- Buying and selling a business: due diligence, financial forecasts, purchase negotiations and financing advice on the way in; selling figures, tax implications and ASIC and ATO requirements on the way out.
- Rental property: funding, ownership structure, periodic reviews and forecasts for revenue, financial position and potential growth, residential or commercial.
- Succession and estate planning: business continuation planning, and working alongside the other professionals involved in an estate.
- Software: we are MYOB Certified Consultants and Xero Partners, and we help clients pick a system that suits the business.
That list comes off our website and it is not exhaustive, so ask if what you need is missing from it.
Client tools and contact
Our website carries a set of tools clients use between appointments. There is a calculator suite covering income tax, GST, loan repayments, loan comparisons, extra and lump sum repayments, borrowing capacity, car lease and savings targets. There is a key dates page for lodgment and payment deadlines, with the standing note that dates can vary and should be checked with the Australian Taxation Office, and that a due date falling on a weekend or public holiday can generally be met on the next business day. There is also a tax facts section and a links page pointing to business.gov.au, MYOB, Xero, Reckon, Sage Australia and other software.
The office is at 147 Albany Highway, Albany WA 6330, and post reaches us at PO Box 972, Albany WA 6331. Phone 08 9842 2655, fax 08 9842 1528, or email [email protected] to arrange an appointment.