We offer a range of accounting and tax solutions, ranging from taxation and compliance work, tax planning, business advisory, financial accounting, BAS and IAS preparation and ad hoc services.

For more information on our services please visit our Services Page.

Yes, we always suggest to people looking to find a new accountant for them to come in and meet us first so we can discuss their needs and look at ways we may be able to help them. There is no obligation to go ahead, so what do you have to lose? Book an appointment. to meet us today!

After the initial consultation, we generally bill our services based on time, with charge out rates based on the relevant qualifications of the assisting accountant and complexity of work being completed. We do offer packages to give a level of certainty on fee levels on a periodic basis, which are then reviewed annually.

Yes. For information on the Principal of the firm, Matthew Perrett, please visit our About Us page. Our qualifications and registrations include the following:

• Bachelor of Commerce majoring in Accounting (Bond University)
• Bachelor of Information Technology (Bond University)
• Graduate Diploma of Chartered Accounting (ICAA)
• Membership of the Institute of Chartered Accountants in Australia
• Registered Tax Agents with the Tax Practitioners Board
• Certificate of Public Practice (ICAA)
• Practice Entity Membership of the Institute of Chartered Accountants in Australia
• Registered ASIC Agent (Company)
• ASIC Approved SMSF Auditor

For information on what a Chartered Accountant is, please click here.

After we have the opportunity to discuss your tax and accounting affairs with you, and you make the decision to change to M & M Group, the process of changing accounting firms is relatively simple.

• We write to your previous accountant to advise them that we have been requested to handle your tax and accounting affairs in the future and to check with them whether there is any ethical reason why this should not occur.

•  We also ask them to forward relevant records to our office. These will include the previous year’s tax return, financial statements and also the cost base records for investments you have purchased. It may also include other additional records depending on your situation. Your accountant should also forward to us any original documentation that they hold on your behalf, such as trust deeds, company constitutions etc.

• Once we receive correspondence back from your previous accountant to advise that they have no ethical objection to our appointment, we will contact the Tax Office via the Tax Agent’s Portal to advise them that we will be your Registered Tax Agents going forward. This will give us access to all of your Activity Statements which have been lodged, all of your Income Tax Account activity and Activity Statement Account activity, and this will also give us the ability to liaise with the Tax Office regarding matters on your behalf.

So as you can see, the process if relatively straightforward. Contact Us today for an appointment to discuss your move.