I have an array of experience in finance, farming and accounting, providing a good grasp over a broad area.
Hi I am the Principal of The Tax Lady. I recently commenced practicing in my own right, as I saw a need for a quality dedicated accountant, willing to look after and help her clients. Nobody should be treated as a number and regardless of your taxation simplicity or complexity, you have the same rights and expectations. Having worked in Lilydale for the past 7 years, I decided now was the time to move on, so I could continue to help all clients, at all levels. I aim to go the extra mile for each and every client, regardless of the size of their return. Everyone counts at The Tax Lady!
We are a proactive and innovative accounting and business advisory firm providing accounting,
taxation and other services for small business and other clients.
We'll help review the software you use to run your business. Gain complete control and confidence in your systems and processes.
We'll help you better understand the tax deductions you can claim, and assist you to get the best possible tax outcome for your business.
We'll take the time to get to know your business and challenges, to ensure we provide the best help and advice where it counts.
We have specialist knowledge and experience in the following areas:
Self Managed Super Fund requires time, effort and discipline plus they also attract extra ongoing fees including annual audit fees.
When starting or buying a business or franchise the wrong advice can be very costly. We can provide you with the advice you need to maximise your opportunity for success..
The need for quality financial advice has never been greater. Our aim is to assist you to secure and build your financial future.
Petina has assisted my husband and I over the past few years through a number of financial channels. She prepares our individual tax returns each year including a rental and business schedule. She has provided us with advice in regard to our taxation affairs and referred us on to a financial adviser to ensure that we are planning for our financial future correctly. She has advised me on the requirements in setting up my new business and the tax implications of such decisions.
If she doesn’t know an answer she researches and then provides the results of her evidence in a clear and concise way.
I have no hesitation in recommending Petina for her tax agent licence. She is honest and knowledgeable and always putting her clients first, when it comes to providing them with the very best of accounting services.
I have known Petina since 2003, from which she has been offering me tax advice and then eventually doing my tax returns. As time has gone on, our requirements have changed and she has done many different things for me and my family. She has prepared our tax returns for our Trust, Partnership, and then individuals for myself and my wife, including Rental property Schedules.
I have always found her work ethic to be impeccable. She has always looked out for our best interests and helped us build the business we have today. I have found she has always been very knowledgeable and has kept up to date with all relevant changes that we have required. I have been really pleased with her job performance and all the hard she has put in for us.
I have known Petina in excess of 10 years on both a personal and professional level. During this time Petina has shown us uncompromised diligence towards me as her client and her wor ethic is second to none. Petina has prepared for me in the past tax returns, individual returns, business schedules, rental property schedules and a range of other finance related services. I have no reservations in recommending Petina.
“The Tax Lady” excitedly opened it’s doors in May 2015, at the entrance of the Yarra Valley. Based at the foothills, our services are open to clients Australia wide, as with internet and technology, distance is no object.
“The Tax Lady” is here to help you with all of your accounting needs. Providing personal, caring, professional and knowledgeable services, our aim is to assist you and make your taxation affairs as painless as possible. Most people fear or dislike tax time, whilst we take a bull by the horns and get you the best result possible. We will guide you in managing your future years, with the vision of increasing your profits and asset wealth. Tax laws are frequently changing, “The Tax Lady Tax” staff are continuously updated with these changes, ensuring your work is in good hands.
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