About Personalised Taxation & Accounting Services (PTAS)
Personalised Taxation & Accounting Services (PTAS) – not your typical accountants
Who are we you might ask? Most likely you would hear about us through your friends when you ask, “Do you know a good accountant?” Alternatively you might have noticed our regular advertisement in the Warrandyte Diary.
No, we don’t have a shop front or a big sign anywhere in Warrandyte.
You see, we choose to be different, given our byline is “we are the accountants who care”. We prefer to meet face to face with our clients either at their place or ours as we enjoy getting to know them personally.
In addition to providing a complete range of taxation and accounting services for all types of entities including SMSFs, we also engage with our clients on the full range of issues that may impact on their financial wellbeing and future.
Because we focus on building a trusting relationship with our clients we frequently provide a conduit to specialists in financial planning, mortgage broking, risk management, legal matters, audit services and aged care issues.
We only refer our clients to specialists whom we have interviewed at length and know over the passage of time meet our high expectations as well as the expectations of our clients.
We do not accept referral commissions or kick-backs from our specialist associates because our reward is in the knowledge that our clients are well cared for by them.
So, who are we that provide this type of service to our clients?
The practice is operated by Brian and Jan Spurrell and associate Ms Hien Hoang who have worked together for more than thirteen years to build this somewhat unique business.
Brian has tertiary qualifications in business, education and psychology, 30 years’ experience lecturing in accounting and strategic business management at Swinburne University, 25 years as a trainer and consultant to the oil industry, 12 years as part owner of and accountant for a veterinary pharmaceuticals manufacturing company and 7 years as a former director of Taxpayers Australia, now known as Tax and Super Australia.
Brian is a Fellow CPA, a Chartered Tax Adviser, Registered Tax Agent and holder of a CPA Public Practice Certificate.
Hien, has a Swinburne degree in business, is a Registered Tax Agent, holder of a CPA Australia Public Practice Certificate and an Authorised Representative of the SMSF Adviser Network.
Jan also has a Swinburne business degree and is our Practice Manager with many years’ experience in business administration and human resources management.
So, where can you find us? We live and work in a quiet, cozy environment amongst the gum trees and wattles in Wattleblossom Road, Warrandyte and can be contacted on our mobiles, Brian 0412 011 946, Jan 0419 878 106 and Hien 0448 012 728.
Please call us for directions when visiting our office and please ignore your GPS as it will misdirect you.