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Shane David Accounting & Taxation Services

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โ˜… 5.0 ยท 74 Google reviews

Shane David Accounting & Taxation Services is an accounting practice in Sydney, led by Shane David. It is best known for careful tax work for individuals and businesses, and customers say he explains each step in plain terms. It suits people who want an accountant who takes time to explain their situation.

Services from Shane David Accounting & Taxation Services

Tax

Personal tax returnsTax planning

Business services

Business tax returnsBASBookkeepingBusiness advisoryTrust registration

Super and SMSF

SMSF returns

The firm prepares and lodges personal and business income tax returns, BAS and SMSF returns. Bookkeeping covers clients who keep their own records, from shoebox receipts to cloud files, as well as those who outsource the work. Tax planning includes short- and long-term strategies, and advisory work is built around growth. Trust registration is offered for clients setting up a new business. Customers say he is thorough and flexible on BAS preparation, and one customer has used the firm as their tax agent for five years.

What customers say about Shane David Accounting & Taxation Services

  • ๐Ÿ’ฌExplains things clearly and in plain terms
  • ๐Ÿ’ฌResponsive, and keeps clients updated
  • ๐Ÿ’ฌFriendly, personal approach that goes beyond the work

Tips for visiting Shane David Accounting & Taxation Services

  • โœ“Ask about fees when you call, before you book.
  • โœ“Bring last year's return and any BAS statements so the first appointment can start from where things left off.
  • โœ“Have your records ready before the first call so your questions get the time they need.

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FAQ about Shane David Accounting & Taxation Services

Does Shane David Accounting & Taxation Services work with Xero?

Yes, the firm is a Xero Certified Advisor.

Is Shane David Accounting & Taxation Services a CPA practice?

Yes, the firm describes itself as a CPA Practice.

How long has Shane David been in accounting?

Shane has over 13 years' experience across public practice, commercial accounting, and banking and finance.