Personalised Tax Services

5.0
based on 109 reviews

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109 reviews about Personalised Tax Services

verified email - 29 Jun 2017

We have been clients of Karen and Greg for many many years and we always receive prompt and efficient service. Tax Time is so much easier with them on board.

Thanks for the kind review Sandy it's great knowing that we have been able to provide support to a client for so many years. We have really enjoyed working with the both of you and hope to continue to provide this service for many years to come.

26 Jun 2017

Greg has been looking after our Personal finances , Business and Family Trust for about 8 years now after my previous accountant closed shop. He went back through the previous firms work and found us lots of deductions that where missed dating back 3 years and processed them --- nice work! He is an easy guy to talk to and understood and everything seems to get processed in a very timely manner.
Thanks Greg

Paul thanks for taking to the time to post the comprehensive review. One of the things our team prides itself on is ensuring our clients fully understand the processes and direction that we may take with their financial obligations. As a client it is important to understand any advice or direction given and as such we take the time to explain this. We make sure our clients feel comfortable with the whole tax process and have a full understanding of the direction being advised.

26 Jun 2017

Greg and Karen from Personalised tax services have provided me with valuable and relevant assistance in all areas of SMSF, company and personal tax requirements.
As principal's they are readily contactable or able to provide fast responses to any questions I have had during the course of tax preparation. I have found this guidance, best practice, one-on-one communication and sound knowledge of the Australian system has taken any pain away from my business and tax affairs.

David thanks for recognising our effort over such a wide range of services. We offer a full range of taxation, accounting and financial advice at Personalised Tax Services including SMSFs and continue to focus on training and personal development of our team to ensure we keep up to date with the myriad of changes across these industries. It is great to get such positive feedback reinforcing our processes. We also have a keen focus on customer service and it is great to hear we are making your business and tax affairs easier.

25 Jun 2017

Highly recommend,

Very quick, and knowledgeable advice.
Extremely professional staff, and always there to answer all of my mid quarterly questions.

Well done team!

Thanks for the high recommendation Adam. Always feel free to give us a call you know we are very happy to hear from our clients.

verified email - 23 May 2017

Personalised Tax Services have completed the tax returns for my family for many years and Karen, Greg and all the staff have always undertaken the work professionally and accurately. They continually offer sound advice on all issues raised. Personalised Tax Services advise me of changes in tax law that apply us and identify possible tax benefits applicable.
Our family trust work is also completed by Personalised Tax Services and again the service and advice has been timely, sound and accurate at all times
I strongly recommend them for both business and personal tax and consultancy work.

Andrew CPA

Thanks Andrew for the review and strong recommendation. We strive to offer a timely, sound and accurate and it's great to hear that we are succeeding.

10 May 2017

Greg, Karen & the team are truly a great business to deal with, they have been looking after my families business, trust's & personal taxes for over 20 years. They are always approachable at any time & if unable to speak to you straight away they will always get back to you as soon as their time permits.
Everyone is very friendly & efficient in their fields of expertise, cannot speak highly enough of them.

Thanks Tony what a great review. I can't believe it's been 20 years! Karen has enjoyed assisting you both over this time and watching you continue to grow your business and self managed super fund. Nice to know you find everyone friendly and efficient - it is a real focus of our business.

verified email - 19 Feb 2017

I recently helped my brother submit his tax return through Greg. The work was excellent and Greg made the whole process very painless and easy.

Thanks for the review Luke - we are always trying to make it easy for our clients. Thanks for referring your bro also.

03 Jan 2017

I have always used a tax accountant for my personal and business tax issues and since moving to Adelaide from Sydney in 2006 Greg and Karen have acted very well as my tax accountant here.

Thanks for the review Glenn and thank you for always returning - it is always a pleasure helping you.

29 Oct 2016

Im a student & had previous years of tax returns outstanding, which weighed on me heavily. I decided to finally take the plunge & on my initial phone call Greg quickly put me at ease. During our first meeting he relaxed me further & walked me thru the process. I walked away with the soothing feeling of a burden being lifted & confidence knowing I had the right person going in to bat for me. During our second meeting I was blown away as he had completely exceeded my expectations. Proudly recommend him to everybody. outstanding!!

Thanks for the really great review Joe. It was a pleasure helping you with all of your multiple tax returns. All of my clients who have had previous years of outstanding tax returns have always felt worried about them and it is always a relief for them when they hand over their records and let me organize the whole process for them. I am glad you also found the experience to be worry free. Thanks for the positive recommendation also.

27 Oct 2016

Having recently moved from interstate, we needed to find a reliable and experienced accountant here in Adelaide. Karen met with us and kindly answered any questions we had in relation to my business and foreign income conversions. Her kind, very fast and professional approach has been very reassuring that we've found the right accountant. Brilliant and would highly recommend!

Thanks for the lovely review and the high recommendation. Karen has a wealth of experience dealing with complex foreign income taxation issues and enjoys helping clients through these matters. It is nice to know you have found the right accountant.

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