Personalised Taxation & Accounting Services

Welcome to Personalised Taxation & Accounting Services (PTAS), located in the beautiful suburb of Warrandyte, Australia. As a boutique taxation and accounting practice, PTAS prides itself on offering comprehensive and personalised advice, as well as top-quality services, to our valued clients.

With our team of highly experienced professionals, we have been serving the Warrandyte community for many years. Our expertise spans a wide range of financial and taxation services, catering to individuals, partnerships, companies, trusts, self-managed super funds, and not-for-profit entities.

Brian, our esteemed team member, brings with him a wealth of knowledge gained from his impressive background. Having spent 30 years as a lecturer and senior lecturer in accounting at Swinburne University, Brian has a deep understanding of the field. Additionally, he has 23 years of experience as a director of a management consulting and training business, offering services to various industries across Australia and overseas.

Hien, another valuable member of our team, holds a degree in business from Swinburne University. As a Registered Tax Agent and holder of a CPA Australia Public Practice Certificate, Hien is well-equipped to provide expert advice. Furthermore, she is an Authorised Representative of the SMSF Adviser Network, ensuring that our clients receive the highest level of service.

Jan, our Practice Manager, brings her extensive experience in business administration and human resources management to ensure the smooth operation of our practice. With her Swinburne business degree, Jan plays a crucial role in supporting our clients and ensuring their needs are met.

Conveniently located on Wattleblossom Road, our Warrandyte office is easily accessible. For any inquiries or to book an appointment, please reach out to us via our P.O. Box 143 in Warrandyte. Alternatively, you can contact our team members directly on their mobile numbers: Brian at 0412 011 946, Hien at 0448 012 728, and Jan at 0419 878 106.

At PTAS, we are committed to providing personalised and comprehensive services to all our clients. Whether you require assistance with tax planning, financial management, or self-managed super funds, we are here to help. Trust in our expertise and let us take care of your accounting needs.