WLM Accounting
Last updated★ 4.5 · 11 Google reviews
WLM Accounting is a Sydney accounting and tax firm based at Level 20, 56 Pitt Street, Sydney. It is a registered tax agent and a member of Chartered Accountants Australia and New Zealand, and its work centres on business tax, BAS and advisory services. The firm traces its start to 1990.
The directors and their credentials
Amanda Rogers is a director and a Certified Practicing Accountant (Fellow) and Chartered Accountant. She also holds an MBA in financial planning, is a registered tax agent and is a Family Business Advisor. Dan McGrath is director and CEO, and is a Chartered Accountant, Chartered Tax Adviser and registered tax agent. Charley Tarchichi is a director and Chartered Accountant and Chartered Tax Adviser, and James Coles is a director and Chartered Accountant.
Services from WLM Accounting
Tax
Business services
Super and SMSF
WLM Accounting covers business and personal tax, company secretarial work and self-managed super funds, along with back-office services and outsourced CFO work for businesses that want more structure. One customer describes BAS review and preparation, restructuring support and ongoing tax planning. The firm has also helped clients establish an Australian company entity, and a medical practice credits it with help on single touch payroll. Its client list includes trades, insurance and financial services, and renewable energy businesses.
What customers say about WLM Accounting
- 💬Customers say the team is professional, responsive and knowledgeable.
- 💬Customers say the team explains things in plain English.
Tips for visiting WLM Accounting
- ✓Ask for a quote before you commit, as fees aren't shown on the site.
- ✓The firm isn't licensed to give financial product advice, so investment questions go to licensed advisers it refers you to.
- ✓Bring ID to your first meeting, as the ID check and tax agent linking happen there.
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FAQ about WLM Accounting
Is WLM Accounting a registered tax agent?
Yes. WLM Financial Services Pty Ltd is registered under tax agent number 78329002, which can be checked on the Tax Practitioners Board public register.
Does WLM Accounting work with Xero?
Yes. It is a Xero platinum partner.
Does WLM Accounting work with businesses outside Sydney?
It says it works with businesses operating locally and internationally.