Business Details
50 Years
experience
Trusted Accounting Services in Perth
Established in 1976, our firm has grown from a sole practitioner practice to a team of seven professionals, including five Certified Practising Accountants. We uphold a philosophy centered on delivering exceptional, personalized service while maintaining the highest standards of professional integrity. Our team combines decades of experience in taxation, business advisory, and financial planning, with a particular focus on serving diverse clients, including the Asian community in Western Australia. We prioritize long-term client relationships, ensuring compliance with regulatory requirements while offering strategic advice to minimize tax liabilities and optimize financial outcomes.Our expertise extends to corporate secretarial work, business activity statements, and financial services through our partnership with Merit Wealth Pty Ltd. We maintain certifications as ProAdvisors for leading accounting software platforms and adhere to strict compliance protocols with the Australian Taxation Office and ASIC. Our goal is to provide quality, professional service at reasonable prices while fostering a balanced work environment for our team. This commitment to excellence has allowed us to serve generations of clients while maintaining our reputation as a trusted CPA firm in Perth.
Services
Tax Compliance
Financial Planning
Bookkeeping
Superannuation Advice
Corporate Secretarial
Business Advisory
Risk Insurance
Estate Planning
Details
- Year established: 1976
Highlights and features
- We offer 48 years of continuous CPA expertise in Australian taxation and business advisory
- Our team includes ProAdvisors certified in Xero, Reckon, and QuickBooks platforms
- We maintain strict compliance with ATO and ASIC regulatory requirements
- Our personalized service approach has retained clients for multiple generations
- We provide integrated financial services through our AFSL-accredited partnership
Associations and certifications
- CPA Australia
- Merit Wealth Pty Ltd (AFSL 409361)
Services
Tax Compliance
We provide comprehensive tax compliance services including income tax, GST, PAYG, and capital gains tax advice for individuals and businesses. Our team ensures ATO compliance through accurate return preparation and lodgement. We offer strategic tax planning to legally minimize liabilities while maintaining full regulatory compliance.
Financial Planning
Our financial planning services cover retirement strategies, investment advice, and superannuation management through our AFSL-accredited partnership. We create personalized plans to achieve financial goals while considering tax implications and risk management requirements.
Bookkeeping
We offer bookkeeping services compatible with MYOB, Xero, Reckon, and QuickBooks platforms. Our certified ProAdvisors maintain accurate financial records and prepare business activity statements for clients across Western Australia.
Corporate Secretarial
We handle ASIC compliance requirements including annual statements, share transfers, and company deregistration. Our services ensure businesses meet statutory obligations through timely lodgement of required forms and documentation.
Business Advisory
We provide business structure advice, entity establishment, and strategic planning services. Our CPA advisors help clients navigate tax implications, compliance requirements, and growth strategies tailored to their specific industry needs.
People
Raymond King Huen Ho
Founder
Established the firm in 1976 and built it from a sole practice to a seven-member team. Maintains oversight of strategic direction while ensuring adherence to professional accounting standards.
Phyllis Kit Yi Tam
Director
Fellow CPA with 34 years' experience specializing in taxation and business advice. Holds Limited Authorised Representative status with Merit Wealth and provides financial planning services to diverse clients including Asian community businesses.
Donna Van Kleef
Accountant
Certified Practising Accountant with 27 years' experience, including international roles at Standard Chartered Bank and BBC. Specializes in business accounting systems and has served clients in Perth for over 26 years.
Questions
What accounting services do you offer?
We provide tax compliance, financial reporting, bookkeeping, BAS/IAS preparation, and corporate secretarial services for all business structures.
Do you offer financial planning advice?
Yes, we offer personalized financial planning including superannuation strategies, investment advice, and retirement planning through our AFSL partnership.
Are you qualified to provide tax advice?
Our team includes five Certified Practising Accountants with combined experience exceeding 60 years in Australian taxation matters.
What software platforms do you support?
We are certified ProAdvisors for Xero, Reckon One, and Intuit QuickBooks accounting software platforms.
Do you work with international clients?
While based in Perth, we serve clients Australia-wide and have experience handling international financial arrangements through our global partnerships.
