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new Tax agent

Discussion in 'Accounting & Tax' started by Ger, 6th Jul, 2015.

  1. Ger

    Ger New Member

    Joined:
    6th Jul, 2015
    Posts:
    4
    Location:
    Melbourne
    Hi as my tax agent has retired
    need a good tax agent
    that specializes in property around
    the Caulfield area melbourne
    if anyone knows of one
     
  2. Paul@PFI

    Paul@PFI Tax Accounting + SMSF Business Member

    Joined:
    18th Jun, 2015
    Posts:
    2,388
    Location:
    Sydney
    I would focus less on where they are and more on how good they are with property. Most of my best clients I have never seen or met face to face.
     
  3. Ger

    Ger New Member

    Joined:
    6th Jul, 2015
    Posts:
    4
    Location:
    Melbourne
    Just need them to be in Melbourne inner,
    south, south east
    and knowledge in property investing
     
  4. Pistonbroke

    Pistonbroke Well-Known Member

    Joined:
    18th Jun, 2015
    Posts:
    395
    Location:
    Guangzhou
    As per Paul, you want knowledge first location is secondary. Convenience is nice but not a necessity in this day and age.
     
  5. S.T

    S.T Well-Known Member

    Joined:
    18th Jun, 2015
    Posts:
    428
    Location:
    I'm not selling anything
    Lot's of people still like to deal face to face with accountants, mortgage brokers etc. I thought the OP was quite clear in what he's asking for, a referral to a good local accountant - not to be talked into using a good, non local accountant.
     
  6. MikeLivingTheDream

    MikeLivingTheDream BCOM MCOM MTAX CPA CTA Registered Tax Agent

    Joined:
    24th Jun, 2015
    Posts:
    227
    Location:
    Philippines
    Agreed ST. I have clients who dont mind skype and email etc but some clients love meeting face to face. It might not be necessary but for some people they like to build a relationship with someone over coffee, have a chat about the economy, etc. whether someone thinks it is a waste of their time makes no difference. It is their time to do as they please.
     
    Kael and S.T like this.
  7. Kael

    Kael Well-Known Member

    Joined:
    18th Jun, 2015
    Posts:
    277
    Location:
    Sydney, NSW
    I'm definitely one of those people! When I see my tax accountant, I ask him questions about property, tax, etc. So I can understand completely where Ger is coming from.