Lockwood and Ward
Last updated★ 4.8 · 9 Google reviews
Lockwood and Ward is a taxation and business advisory firm at Level 9, 50 Clarence St, Sydney. It is best known for personal tax returns and business tax advice, and it works with clients across many industries, from construction to not-for-profit organisations. The firm is a member of ICAA.
Forensic and litigation support
The firm has a litigation support team that works with clients through all stages of a dispute. Its work includes settlements of estates and trusts, case merit analysis, divorce settlements, economic losses and damage assessment. Witness and consulting work is described as evenly favourable to plaintiffs or defendants. Fraud investigation, due diligence and business valuation also sit within this area.
Services from Lockwood and Ward
Tax
Business services
The firm prepares personal income tax returns and gives business taxation advice, including capital gains tax, GST and remuneration planning. Super and SMSF advice sits alongside accounting and bookkeeping, and the firm also offers finance and mortgage advice. Business work covers business management, strategy and planning, board representation, and business sales and valuations. Individual clients can meet face to face, by Zoom, or return their forms by email, and some clients deal by email or mail only. Fees are based on time spent, recorded on a Time & Billing system.
Prices at Lockwood and Ward
| Personal income tax return, basic level | from $330+GST |
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What customers say about Lockwood and Ward
- 💬Customers say the team is professional and thorough
- 💬Regulars say they have stayed with the same accountant for many years
Tips for visiting Lockwood and Ward
- ✓Business clients receive an estimate of fees for the coming financial year, discussed before work starts, so ask for it early.
- ✓Because fees depend on time spent, ask what would add to the base charge for your return before you book.
Near Lockwood and Ward
FAQ about Lockwood and Ward
How much does Lockwood and Ward charge for a tax return?
Rates start at $330+GST for the basic level of personal return. The final invoice can include more, depending on how complex the return is.
Does Lockwood and Ward look after SMSFs?
Yes, super and SMSF advice is one of its listed practice areas.
Is Lockwood and Ward a registered tax agent?
Yes. The firm lists registered tax agents among its professional standing, and it is a member of ICAA.
Which industries does Lockwood and Ward work with?
It lists asset management, banking, construction, transportation, education, government, insurance, not for profit, retail and consumer, real estate and IT.