Tax Expertise

Accountant · 49 Mitchell Road, Suite A, Unit 43, Brookvale, New South Wales

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About us

Tax Expertise is a firm with more than 10 years of industry experience working with a diverse range of clients and specialising in bookkeeping, taxation and SMSF audit. We are based in the Northern Beaches but assist clients from all across Australia, delivering on our promise of quality and convenient services no matter where you are located.

Tax Expertise works with a wide range of structures including Companies, Trusts, Partnerships, Sole Traders, Self-Managed Superannuation Funds and Multi-Entity Structures. We are promise a fast turn-around and personalised, hands-on assistance for all our clients with an approachable team that holds responsiveness and transparency paramount in communicating with clients.

Affiliations

CPA Australia
Institute of Public Accountants

Meet the team

Tax Expertise advisors: 2 - Xero certifications: 1

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Lisa Mao

Principal

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Lisa holds a Bachelor of Accounting from Macquarie University and is a Registered Tax Agent and an Approved SMSM Auditor. Lisa has had 18 years extensive experience in local Public Practice.

Tax Expertise: Bank experience

Clients of Tax Expertise connect to a range of banks via Xero. Tax Expertise specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (AU)
American Express (AU)
Commonwealth Bank CBA (AU)
National Australia Bank NAB (AU)
PayPal
Westpac (AU)

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Tax Expertise: Industry experience

Tax Expertise works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Construction and trades
Marketing, advertising and consulting
Real estate and hiring services

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Tax Expertise : App experience

Tax Expertise serves clients who use 1 different app that connect and integrate with Xero.

Connected apps

Find us

Tax Expertise has an office in 1 location

Brookvale: 49 Mitchell Road, Suite A, Unit 43, Brookvale, 2100, New South Wales; +61 416160140

New to Xero? Tax Expertise can help

Xero is beautiful online accounting software for smaller businesses. Tax Expertise can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.