Taxplanners Pty Ltd

Accountant · Suite 411 Level 4 343 Little Collins St, Head Office, MELBOURNE, VIC

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About us

TaxPlanners prides in Tax Planning for individuals and business entities. Over 16 years of rigorous professional work in Australia, our team now have more than 8 fully qualified accountants registered with CA & CPA, who have served a long time with TaxPlanners and have sufficient experience to deal with all types of complicated tax matters. We also have a robust system to ensure the safety of your information and protection for any incorrect lodgement that might penalise you.

Affiliations

Chartered Accountants of Australia & New Zealand
National Tax & Accountants Association
The Tax Institute

Meet the team

Taxplanners Pty Ltd advisors: 30 - Xero certifications: 3

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

Karen Shen

CPA, Senior Accountant

Xero advisor certified

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

Has training and expertise in switching clients to Xero.

Taxplanners Pty Ltd: Bank experience

Clients of Taxplanners Pty Ltd connect to a range of banks via Xero. Taxplanners Pty Ltd 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)
Bank of Melbourne (AU)
Commonwealth Bank CBA (AU)
National Australia Bank NAB (AU)
PayPal
Suncorp Bank (AU)
Westpac (AU)
Wise Business

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Taxplanners Pty Ltd: Industry experience

Taxplanners Pty Ltd 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

Accommodation and hospitality
Administration and support services
Education
Healthcare and social services
Marketing, advertising and consulting
Not-for-profit
Professional services
Repairs and personal services
Transportation and storage
Real estate and hiring services
Retail
Wholesale
Finance and insurance
Arts and recreation
Construction and trades
Manufacturing

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Taxplanners Pty Ltd : App experience

Taxplanners Pty Ltd serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

Taxplanners Pty Ltd has offices in 6 locations

MELBOURNE: Suite 411 Level 4 343 Little Collins St, Head Office, MELBOURNE, 3000, VIC; +61 396000143

Williams Landing: 101 Overton Road, Suite 407, Williams Landing, 3027, Victoria; +61 396000143

Aspendale: 65 Laura Street, Aspendale, 3195, Victoria; +61 424224542

Glen Waverley: 22 Madeline Street, Glen Waverley, 3150, Victoria; +61 396000143

Surfers Paradise: 2964 Gold Coast Highway, Unit 4, Surfers Paradise, 4217, Queensland; +61 396000143

Shang Hai Shi: Rui Da Lu, Yang Pu Qu, 弄戎德苑 9 号 601 室, Shang Hai Shi; +86 13901806428

New to Xero? Taxplanners Pty Ltd can help

Xero is beautiful online accounting software for smaller businesses. Taxplanners Pty Ltd can help make your switch as smooth as possible.

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

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2016

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.