About Tax Visory
Strategic accountants, trusted since 2015.
A Chartered Accountants ANZ firm built on the belief that good advice should be proactive, plain-spoken and personal.
Our story
Built for business owners who want more than a tax return.
Tax Visory was founded in 2015 with a simple observation: most small and mid-sized businesses were getting compliance, but not advice. Returns were lodged, BAS went in on time, and nobody was asking whether the structure still made sense or where the next year’s cash was coming from.
We built the firm to close that gap. Every client has a qualified Chartered Accountant on their file, backed by a team, so advice is timely and nothing depends on one person being available. We work with clients across Queensland and New South Wales from offices in Woolloongabba and Moorebank, and with international clients through our affiliations.
Today we act for more than a hundred businesses and their owners across technology, property, healthcare, e-commerce, hospitality and professional services. The approach has not changed: know the client, know the numbers, say what we think.
Founder & Principal
Chartered Accountant, CA ANZ · Registered Tax Agent
How we work
Four principles behind every engagement.
- 01
Proactive, not reactive
We raise issues before deadlines do. Structure reviews, tax planning and cash-flow checks happen during the year, not after it.
- 02
Plain-spoken advice
You get a recommendation, the reasoning and the risk. No hedging, no jargon you have to decode.
- 03
Qualified people on your file
A Chartered Accountant leads every engagement. Bookkeepers and tax agents are registered and supervised.
- 04
Systems you can rely on
Cloud accounting, documented processes and a full team behind each client. Nothing stalls when someone is on leave.
The team
Meet the people on your file.
Qualified, registered and accountable. Every team member is listed with their credentials because you should know who is doing the work.
- Portrait
Full Name
Founder & Principal
CA, REGISTERED TAX AGENT
- Portrait
Full Name
Senior Accountant
CA
- Portrait
Full Name
Client Manager
CPA
- Portrait
Full Name
Bookkeeping Lead
REGISTERED BAS AGENT
- Chartered Accountants ANZ
- Member firm, bound by APES professional standards
- Registered Tax Agent
- Tax Practitioners Board No. 26294149
- Xero · MYOB · QuickBooks
- Certified advisors on all three platforms
- Professional Standards
- Liability limited by a scheme approved under PSL
Ready to work with accountants who know your business?
Book a free 30-minute consultation. No obligation.
We’re here to help
Have a question? Tell us your story.
A qualified accountant replies within one business day.