General Tax Services

We offer business to business general accounting services for financial planners wishing to ring fence their client base against licensed accountants who may become competitors for their advice clients.

Though we can offer virtually any accounting service those which can be best delivered on a business to business basis are;

  • personal returns and
  • partnership, company and trust returns focused on investment activities

Business tax payers will generally value a direct relationship with their accountant so, though we are can offer the requisite service, our business to business service delivery model may not be as satisfactory for this type of client.