Business Details
28 Years
experience
Your Trusted Accounting Partner in Toowoomba
R & D Accounting is a well-established accounting firm founded in 1998 and located in Toowoomba. Specializing in small business clients, we offer comprehensive accounting, taxation, and business advisory services. Our team of experienced professionals, including CPA-certified accountants and tax agents, provides tailored solutions for business structuring, tax minimization, asset protection, and wealth-building strategies. With over 25 years of combined experience, our directors David Giesemann and Anne McMahon lead a dynamic team that serves clients across Australia and internationally.We prioritize client relationships, delivering personalized service through regular communication and immediate response to client needs. Our expertise spans income tax returns, strategic tax planning, GST compliance, and business succession planning. As registered tax agents, we adhere to strict professional conduct standards while maintaining affiliations with accounting bodies like CPA Australia. The firm's growth through client referrals underscores our commitment to practical, relationship-focused financial solutions.
Services
Accounting Services
Taxation Services
Business Advisory
Asset Protection
Estate Planning
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of combined experience in tax and business services
- Our team includes CPA-certified accountants and registered tax agents
- We provide personalized service with immediate response to client needs
- We specialize in small business accounting and tax minimization strategies
- Our growth through client referrals demonstrates proven client satisfaction
Associations and certifications
- CPA Australia
- Tax Practitioners Board (Registered Tax Agent)
Services
Accounting Services
Our accounting services provide comprehensive financial management solutions for businesses of all sizes. We specialize in annual financial statement preparation, management reporting, and bookkeeping solutions using leading software platforms like Xero and MYOB. With CPA-certified professionals and experienced accountants, we ensure accurate financial records while offering strategic business advice to support growth and compliance requirements.
Taxation Services
We deliver complete taxation services covering income tax returns, GST reporting, and strategic tax planning. Our expertise includes capital gains tax concessions, fringe benefits tax, and deceased estate taxation. Our registered tax agents help clients optimize tax positions through proactive planning while ensuring compliance with Australian Taxation Office requirements for individuals, businesses, and self-managed superannuation funds.
Business Advisory
Our business advisory services focus on helping entrepreneurs establish and grow successful enterprises. We provide expert guidance on business structuring, start-up planning, asset protection strategies, and succession planning. With specialized knowledge in tax-effective structures and wealth-building strategies, we support business owners through all stages of company development and transition planning.
Asset Protection
We develop comprehensive asset protection strategies to safeguard client wealth and business interests. Our services include structuring advice to separate personal and business assets, risk management strategies, and implementation of tax-efficient protection mechanisms. These solutions help preserve wealth while maintaining compliance with current taxation laws and financial regulations.
Estate Planning
Our estate planning services integrate with clients' overall financial strategies to ensure proper wealth transfer. We collaborate with legal professionals to create effective estate plans that protect assets, minimize tax implications, and fulfill clients' long-term wishes. This includes succession planning for business owners and strategies for personal wealth distribution.
People
David Giesemann
Director
With over 25 years in public practice, David specializes in tax structures, business mentoring, and wealth building. He holds CPA Fellowship, a Bachelor of Commerce, and Tax Agent registration. David leads our team while maintaining active client relationships.
Anne McMahon
Partner
Anne brings 25+ years of tax and business expertise, specializing in SME accounting and self-managed superannuation funds. A Fellow CPA and Xero Certified advisor, she provides strategic guidance to business owners while managing key client relationships.
Annalize Kruger
Associate
With 10+ years in public practice, Annalize prepares financial statements and tax returns while supporting bookkeeping needs. A CPA-certified accountant with a Master of Professional Accounting, she delivers technical expertise to our business clients.
Lauren Thorn
Client Manager
Lauren manages business clients with 13 years of accounting experience. A CPA-certified professional with a Bachelor of Commerce, she provides tailored financial solutions while maintaining strong client relationships through effective communication.
Ana Veloso
Accountant
Ana offers 10 years of accounting experience, preparing financial statements and tax documentation. She supports business clients with technical accounting needs while delivering accurate compliance solutions for various business structures.
Questions
What accounting software platforms do you support?
We support major platforms including Xero, Intuit QuickBooks, and MYOB, providing bookkeeping solutions and training for businesses using these systems.
Do you offer tax planning services?
Yes, we provide proactive tax planning services to help minimize tax liabilities and optimize financial outcomes for individuals and businesses.
What business structures do you advise on?
We advise on sole traders, partnerships, trusts, companies, and SMSFs, recommending structures that balance asset protection, tax efficiency, and business needs.
Are you registered tax agents?
Yes, we are registered tax agents under the Tax Practitioners Board, qualified to provide Australian tax agent services with professional conduct compliance.
How do you handle client complaints?
We resolve complaints directly through our team, escalating to the director if needed. Unresolved issues can be referred to the Tax Practitioners Board for review.
Do you work with international clients?
Yes, we serve international clients with accounting and tax compliance needs, providing tailored solutions that address cross-border financial requirements.
