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J & M Accountants

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J & M Accountants is a CPA accounting firm based in Waterloo, Sydney. Its core work is accounting, tax and bookkeeping for small and growing businesses, with tax returns for individuals and businesses and self-managed super funds alongside.

Xero and cloud accounting

The firm is a Xero Certified Advisor. Its Xero work covers set-up, converting data from other accounting software, bookkeeping and reporting, and training and support. It also helps with set-up and advice for MYOB and QuickBooks.

Services from J & M Accountants

Tax

Individual tax returns

Business services

Business tax returnsBAS and GSTBookkeepingPayrollCompany set-upAuditingXero set-up

Super and SMSF

Self-managed super funds

The firm prepares and lodges income tax returns for individuals, companies, trusts, partnerships and self-managed super funds. It also handles capital gains tax, fringe benefits tax, payroll tax and land tax, rental property returns and salary packaging. On the accounting side it selects accounting systems, prepares annual financial statements and monthly management accounts, and runs cash flow projections. Business work includes structure advice, corporate secretarial tasks, succession planning and buying or selling a business. Auditing covers real estate agent, solicitor and insurance broker trust accounts, strata plans and SMSF audits. The firm describes its approach as customised, flexible and proactive.

Tips for visiting J & M Accountants

  • โœ“Call 02 8068 6070 or email info@jmaccountants.net.au to talk through your situation before you commit.
  • โœ“Bring your last tax return and business records to the first call so the firm can scope the work.

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FAQ about J & M Accountants

Is J & M Accountants a CPA firm?

Yes, the firm describes itself as a CPA accounting firm and says it has over 20 years' experience.

How much does J & M Accountants charge?

The firm describes its approach as cost-effective and competitive, but the website gives no figures.

Does J & M Accountants work with small businesses?

Yes, it calls itself a Small Business Specialist and lists clients including building firms, medical centres, legal firms and couriers.