Ultimate Tax & Advisory

Accountant · 2 Walcott Street, Unit 1, Mount Lawley, Western Australia

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About us

We are Perth’s leading boutique tax and advisory firm specialising in helping business owners overcome their challenges in everyday life and develop long-term goals for success.

We simplify tax, accounting and business advisory solutions and are dedicated to are dedicated to helping businesses understand everything from BAS, tax and financial statements all the way through the admin and implementing growth strategies for their business. The reason we started Ultimate Tax & Advisory was due to the lack of value business owners were getting from their accountants and ‘business advisors’. We assist a range of industries including fitness, wellness, allied health professionals, medical, dental, trades and professional services.

Affiliations

Institute of Public Accountants
National Tax & Accountants Association

Meet the team

Ultimate Tax & Advisory advisors: 6 - Xero certifications: 12

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

Bobby Serval

Managing Director

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero Migration

Has training and expertise in switching clients to Xero.

Krystal Serval

Practice Director

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero advisor certified

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

Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.
Xero Migration

Has training and expertise in switching clients to Xero.

Tegan Shayler

Accountant

Xero advisor certified

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

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
Xero Migration

Has training and expertise in switching clients to Xero.

Caroline Nguyen

Tax Accountant

Xero advisor certified

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

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Professional services

Has training and expertise in advising on apps for professional services firms.
Xero Migration

Has training and expertise in switching clients to Xero.

Tax fanatic

Ultimate Tax & Advisory: Bank experience

Clients of Ultimate Tax & Advisory connect to a range of banks via Xero. Ultimate Tax & Advisory 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)
BankWest (AU)
Bendigo Bank (AU)
Commonwealth Bank CBA (AU)
National Australia Bank NAB (AU)
PayPal
Stripe
Suncorp Bank (AU)
Westpac (AU)

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Ultimate Tax & Advisory: Industry experience

Ultimate Tax & Advisory 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.

Industry Specialist

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Industries Served

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

Ultimate Tax & Advisory : App experience

Ultimate Tax & Advisory serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

Ultimate Tax & Advisory has an office in 1 location

Mount Lawley: 2 Walcott Street, Unit 1, Mount Lawley, 6050, Western Australia; +618 61443370

New to Xero? Ultimate Tax & Advisory can help

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

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

Partner since 2017

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.

Ultimate Tax & Advisory

Single Touch Payroll

Xero Migration

Gold champion partner

Partner since 2017

Xero payroll certified

Xero advisor certified