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Fortis Accounting Partners

Last updated

โ˜… 5.0 ยท 17 Google reviews

Fortis Accounting Partners is a Sydney accounting firm with its main office in the CBD and a second office in Concord. It has provided accounting and tax services since 2007, covering individual and business tax, GST, tax planning and SMSFs. Customers often mention long-running relationships with business owners and families.

Credentials and approach

The firm describes itself as a larger financial and accounting firm that keeps the personalised service of a boutique. Its team is made up of qualified practitioners, and the firm is a scheme approved under Professional Standards Legislation, with liability limited.

Services from Fortis Accounting Partners

Tax

Individual tax returnsIncome taxTax planningPropertyFinancial accounts

Business services

GSTBusiness structuresBusiness advisory

Super and SMSF

SuperannuationSMSF

Individual tax returns cover preparing and lodging the return, sorting receipts, expenses and deductions, and working out tax on wages, interest, dividends, capital gains and other income, with tax payments scheduled. For businesses, the firm handles income tax, GST, tax planning, business structures and business advisory. Superannuation, property and SMSF work sit alongside this, and the team also prepares financial accounts.

What customers say about Fortis Accounting Partners

  • ๐Ÿ’ฌCustomers say the team answers questions promptly and stays responsive.
  • ๐Ÿ’ฌCustomers say the team is thorough and knowledgeable.
  • ๐Ÿ’ฌRegulars say they have worked with the firm for ten years or more.

Tips for visiting Fortis Accounting Partners

  • โœ“Ask about BAS, bookkeeping or payroll when you call, as these aren't among the named services.
  • โœ“Call (02) 9267 0108 or email info@fortisap.com.au to arrange a consultation with John Kalachian or Henry Zhao.
  • โœ“Bring prior-year returns and records to your first meeting so the team can review them with you.

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FAQ about Fortis Accounting Partners

How much does Fortis Accounting Partners charge?

No prices are published. The firm offers a free 15-minute consultation to discuss your needs.

Who leads Fortis Accounting Partners?

John Kalachian and Henry Zhao lead the team, and both are available for client consultations at convenient times.

Does Fortis Accounting Partners look after SMSFs?

Yes, the firm handles superannuation and SMSF work alongside its tax and accounting services.