MISSION STATEMENT

 

Business today is like a chess board game, where you need to analyse carefully every move before you take it.

We, at TaxPlanners, aim at optimising clients operations, besides rationalizing and structuring the cost, risk and tax liabilities, within the boundaries of current legislations, to maximize the wealth and value of business.

Our aim is to maximise the tax refunds for the clients within the parameters of the legal tax framework of Australia and attempt to maximise the wealth of our clients, besides acting as a responsible tax agent for the Australian Government. We are an ethical and honest practice aiming at full client satisfaction. We believe that our clients are our best salesman and the business will multiply if we are able to satisfy them well.

 

                             ABOUT US

 TaxPlanners Pty Ltd, Registered Tax Agents, Accountants and Business Advisors is managed by qualified professionals with vast experience in Australian and worldwide Taxation.

TaxPlanners has an outstanding reputation for providing value added services to a large number of clients ranging from Individuals to SMEs, Trusts, Trustee Companies, Companies, Partnerships and Superannuation funds, both domestic and international for various compliances and needs for Accounting, Auditing, Assurance, GST, FBT, Federal and State Taxation, Company Formation and Management and Secretarial Practices.

Our Founder Directors, mastering the technical and industry knowledge from their global experience of Australia, New Zealand, India, USA, Canada and Middle East, have equipped our team of professionals with exceptional knowledge. We strive for a deeper understanding of our clients business to maximise their benefit and wealth in the long run.

We aim to forge a long-term relationship with all our clients. We are known for providing practical, tailor made tax solutions that get to the heart of complex issues. Our clients find our objective and professional advice  concise, effective and a value addition to their business needs. At TaxPlanners, we aim to help our clients grow and succeed in their chosen fields with the least encumbrances and hurdles of the complex corporate world and unending & complicated regulations. This commitment has brought TaxPlanners an unprecedented success in a short time. TaxPlanners has branched out to mortgage Business as well and has set up Loan designers Pty Ltd as separate 100% subsidiary. Both the companies are professionally managed and have experienced and qualified staff for its operations. Besides we have ventured into Tax Training School as well, looking at the skill shortage that we have in Australia. This is an attempt to reduce the gap between the competency and skills.

 

                             OUR TEAM

YOGESH GUPTA, B.Com (Hons), CA (India), CA (Australia)

Yogesh Gupta is a member of the Institute of Chartered Accountants in Australia. He has an experience of over two decades in almost every facet of accounting and taxation industry in India, Canada, USA and Australia. He holds the Certificate of Practice from both, the Institute of Chartered Accountants in Australia and the Institute of Chartered Accountants of India. He started his career with PriceWaterhouse Coopers then known as Coopers & Lybrand, and topped his Chartered Accountancy exams. He later formed Yogesh and Jain, Chartered Accountants as the Managing Partner and played a pivotal role in making it a large Chartered Accountant's Firm in India with 10 branches in different parts of the country.

He was nominated as the Official Arbitrator by the Government of India for his outstanding inter-personal skills as a Quasi-judiciary honor and also represented India in the World Trade Committee of ICAI. He has extensive knowledge and experience in Australia Taxation Laws relating to Individuals, Businesses, Partnerships, Companies, Trusts, Trustee Companies, SME's and Superannuation Funds.

He specialises in all technical issues relating to Deductions, Reliefs, Exemptions, Residency, Thin Capitalization, Transfer Pricing, Foreign Incomes, FIFs, CFCs, International Taxation, Capital Gains and Exemptions of CGT, GST, FBT, BAS/IAS, State Laws (Payrolls, Stamp Duty & Land Tax), Superannuations and is actively involved on behalf of the vast majority of clients for Negotiations, Private Ruling, Determination, Amendments and Tax Audits with ATO / AAT / Commissioner of Income Tax and the Supreme Court of Victoria. He provides tailor-made solutions to clients in Business structuring and Income streaming through all the available channels as per the Australian Taxation Laws and is also involved in issues relating to Company Formation, establishment of different types of Trusts, Trustee Companies and Superannuation Funds. He has abundant knowledge on international taxation and business setup in various countries like UAE, Singapore, Hong Kong, China, India, United Kingdom, Switzerland, USA, Canada, and Panama, Bahamas and Channel Islands.  

GRACE ZHANG, B.Com, CPA (Australia)

Having joined the firm since its incorporation, Grace has gained a wealth of experience in servicing the requirements of client in the field of taxation, accounting and business services.  Her commitment to provide supreme service to the clients has transformed her and the business to a new level.   She is now managing the city office as Practice Manager.. 

Grace is also involved in the day-to-day management and administration of the business affairs and business development of the practice. Having grown up and graduated from the top university in Shanghai, China, she speaks fluent English and Mandarin. Grace brings with her a new area of expertise for the firm in the Asian Business Service section. 

Grace is also an Accredtied Mortage Consultant, member of MFAA, Australia. She is also looking after the mortgage needs of different clients for Homes, Vehicles, Personal and Commercial.

ANTONY JOSEPH, ICWA, CA (India), CISA (USA), CA (Australia)

Specialized in Tax, Business Consulting and Auditing for more than a decade, Antony is associated with TaxPlanners since the inception of the company. He manages the Werribee Office. With his considerable depth of experience in public practice, Anthony is providing premium tax and business advice to both individual and corporate to improve their current financial circumstances.

Prior to joining TaxPlanners, Antony has worked for Morison as their lead auditor in Dubai for many years. He is also the secretary of the Melbourne Chapter of Institute of Chartered Accountants of India and also the Honorary treasurer of the St Thomas Malayalee Catholic Church, Melbourne. He is socially very active with different community work besides looking after the financial interests of the clients.

Antony is qualified Chartered Accountant from the Institute of Chartered Accountants in Australia and India. He is also a Certified Information System Auditor from USA and a Cost & Management Accountant from India.

MANOJ KUMAR BHIKHA, B.Com

Manoj has over 25 years experience in providing taxation, accounting and mortgage services in both public practice and industrial environment. Manoj's wide experience has helped the clients in their wide range of requirements over the years.

Prior to joining TaxPlanners, Manoj has worked for Suncourt Wholesalers limited(Fiji) as Financial Controller for 5 years and later as a General Manager of the same company for further eleven years.  Later, he worked with H & R Block to kick start his career in tax and business services in Melbourne.

He has been working in the public practice for the last five years providing tax and business services to all level of clients. He is an expert in tax returns for individuals, companies and partnerships. He is also a qualified mortgage consultant and Business Service Consultant. Manoj is also the incharge of Loan Designers Pty Ltd and is looking after the Home, Vehicle, Personal and Corporate Loans for the clients.

 JASKAMAL GREWAL, MAA (Australia)

Jaskamal has been associated with Taxplanners for the last thrtee years. First two years, she was working part time, and joined fulltime in September 2009 in Tax and Business services. Jaskamal has been enrolled with Institute of Chartered Accountants in Australia and has already completed one module. Jaskamal is looking after the quality control of tax returns besides taking care of all administrative works at Taxplanners with respect to client portfolio management and communications.

Jass holds the Masters degree in Accounting and Finance and has also completed certificate IV course in Financial Services.

 UMANG RATHOD, B.COM

Umang is the youngest member of the TaxPlanners Pty Ltd, having joined just us in May 2010. He is persuing his chartered accountants course and is helping in various procedural matters. Besides, he is learning the rules of the game and acquainting himself with the various client issues.

 VIKAS CHANDRA MISHRA, MBA, MPA

Vikas is a post graduate in professional accounting besides being a MBA from Melbourne. Vikas has been engaged with Taxplanners since 2009 and has been doing tax returns for various clients besides doing the business services. he has also completed his Certificate IV course in mortgage broking and is asssiting various clients in Loan Designers Pty Ltd.

AMJAD BATLIWALA, B.Com, MMS (Finance), MNIA (Australia)

Amjad Batliwala is a member of the National Institute of Accountants in Australia. He  completed Masters of Management Studies with specialisation in Finance from Mumbai University. Amjad has over 12 years experience in providing bookkeeping, accounting and taxation services in both public practice and industrial environment.

 

Amjad is a qualified accountant and registered BAS provider. Substantial experience with a methodical approach to accounting and tax shows that Amjad keeps a keen eye on the status of his clients accounts. He has been working in the public practice for the last three years providing tax and business services to all level of clients. He has good knowledge about tax returns for individuals, companies and partnerships.

Amjad has provided many clients with fast, accurate and dependable bookkeeping and accounting services. His versatile all-rounder qualities also enable him to provide great solutions to suits his client's needs.