Business Details
5 Years
experience
Your Trusted Partner in Taxation and Accounting
Sagacity Taxation & Accounting is a leading Australian accounting and taxation firm with deep expertise in tax planning, compliance, and advisory services. Our team of certified professionals delivers tailored financial solutions for individuals, businesses, and non-profits, combining local regulatory knowledge with a client-focused approach. We prioritize strategic growth, risk minimization, and operational efficiency, ensuring clients navigate complex tax landscapes with confidence.With decades of combined experience, we maintain rigorous compliance standards while offering innovative strategies to maximize savings and drive long-term success. Our commitment to transparency, integrity, and personalized service has established us as a trusted partner for financial clarity and compliance.
Services
Tax Planning
Audit & Assurance
SMSF Management
Business Registration
Bookkeeping
Financial Reporting
Estate Planning
Payroll Services
Compliance Reporting
Strategic Consulting
Details
- Year established: 2021
Highlights and features
- Specialized experience in Australian tax and accounting regulations
- Tailored solutions for businesses, non-profits, and individuals
- Proactive compliance and tax minimization strategies
- Mission-focused support with sector-specific expertise
- Transparent communication and personalized advisory services
Associations and certifications
- CPA Australia
- Registered Tax Agent
What people say
Expert advice
Transparent approach
Proactive support
Reliable accounting help
Tailored strategies
Services
Tax Planning
Our tax planning services optimize financial outcomes through strategic deductions, compliance, and liability minimization. We analyze client-specific scenarios to develop tailored strategies that align with regulatory requirements and long-term goals. By staying ahead of legislative changes, we ensure clients maximize savings while maintaining full compliance with Australian tax laws.
Audit & Assurance
We conduct thorough audits to verify financial accuracy, regulatory compliance, and internal control effectiveness. Our services enhance stakeholder trust through transparent reporting and risk identification. By delivering actionable insights, we help businesses strengthen governance frameworks and improve decision-making processes across all operational areas.
SMSF Management
Our SMSF management covers setup, compliance, and investment strategy development. We ensure adherence to ATO regulations while optimizing retirement savings through diversified portfolios. Clients receive ongoing administrative support and strategic advice to maximize fund performance and long-term financial security.
Business Registration
We streamline business registration processes including ABN, GST, and PAYG compliance. Our services ensure accurate documentation submission and regulatory alignment from inception. Clients receive guidance on optimal business structures and ongoing compliance requirements to support sustainable operations.
Bookkeeping
Our bookkeeping services maintain precise financial records through systematic transaction tracking and reconciliation. We implement cloud-based solutions for real-time reporting, ensuring clients have accurate data for informed decision-making. Services include payroll processing, expense management, and regulatory reporting compliance.
People
Tehseen Punjwani
Director, CPA, Registered Tax Agent
Tehseen Punjwani leads Sagacity Taxation & Accounting with over 15 years of experience in accounting and tax advisory. As a CPA and registered tax agent, he specializes in strategic compliance solutions for Australian businesses, ensuring regulatory excellence and financial optimization through client-focused approaches.
Zamir Alvi
CPA, Registered SMSF Auditor
Zamir Alvi brings expertise in SMSF compliance and auditing, with qualifications as a CPA and registered SMSF auditor. He ensures superannuation funds meet ATO standards while optimizing retirement strategies, combining technical precision with personalized advisory services for client financial security.
Questions
What accounting services does Sagacity Taxation & Accounting offer?
We provide bookkeeping, financial reporting, payroll, and compliance services tailored to Australian businesses, ensuring accurate records and regulatory adherence.
How can Sagacity Taxation & Accounting assist with tax planning?
Our tax planning identifies deductions and strategies to minimize liabilities while maintaining compliance with evolving Australian tax regulations.
Do you support non-profit organizations?
Yes, we specialize in accounting and tax compliance for non-profits, including ACNC and ATO requirements, grant reporting, and financial transparency.
What SMSF services are available?
We offer SMSF setup, compliance audits, investment strategies, and administration to ensure ATO compliance and optimized retirement savings.
Are your audit services compliant with standards?
Our audits meet Australian accounting standards, providing risk assessments, regulatory compliance, and actionable insights for business improvement.
