Plain answers
If we can't explain a position in a sentence, we haven't finished thinking about it. No jargon used as a shield.
About us
We started because good advice had stopped being answerable.
Practice at a glance
- Established
- 2009
- Clients on the books
- 640+
- Team
- 14 people
- Clients per adviser
- Capped at 60
Our story
Sixteen years of the same idea, applied carefully.
Headquartered in Melbourne, we act for individual and business clients right across Australia, not just our own postcode. Our focus is taxation in its fullest sense — from personal tax returns through to company, trust and partnership returns — and every engagement pairs the numbers with advice you can actually use.
The aim is simple: reduce what you lawfully owe, explain why, and bring the same care and professionalism to a two-person side hustle as we would a growing company. Support is built around the client in front of us, not a standard package — which is why we still answer the phone ourselves.
2009
Two partners, one room in Richmond
Started with four clients between us and a filing cabinet that was mostly empty.
2013
Moved the practice to cloud ledgers
Early to Xero, which meant monthly reconciliation instead of annual. It changed what we could tell clients, and when.
2017
Added advisory as a standing service
Clients kept asking what the numbers meant. We stopped treating that as a favour and built it into the engagement.
2021
Fixed monthly fees across the board
We retired the timesheet. Scope agreed up front, one figure per month, quick questions free.
2025
Fourteen people, 640 businesses
Still capped at sixty clients per adviser. Still answering the phone.
Recognised by
Accreditations & memberships.
What we hold to
Four things we don't trade away.
Say the number first
Fees agreed before work starts, and we flag anything outside scope before we do it, not after.
Current, not catching up
Books reconciled monthly. Deadlines tracked on our side. Nothing on your file should surprise us.
Careful with the detail
Someone other than the preparer reviews every lodgement. Small errors compound.
The team
The people who'll have your file.
You'll meet your adviser at the first meeting and they stay with you. If they're on leave, whoever covers has already read your file.
Daniel Mercer
Founding partner · CPA
Company structures, Division 7A and the conversations that start with "we've had an offer".
Aisha Karim
Partner · CA, SMSF specialist
Self-managed super, capital gains and retirement planning for owners winding down.
Jordan Nguyen
Senior accountant
Company and trust returns for trades, hospitality and professional services clients.
Ruth Castellano
Client manager · Registered BAS agent
Runs the bookkeeping team. The reason your reconciliation is done by the 10th.
Simon Prasad
Payroll lead
Award interpretation, STP Phase 2, and every pay run that has to land on a Thursday.
Elena Whitfield
Virtual CFO
Cash flow models, budgets and the quarterly session where the plan gets decided.
Come and meet us