Tax Agent · Practice
Weber Bowman & Co
Mount Waverley, Victoria
- TPB registration
- 38817006
- Register status
- Registered
- Registered since
- July 2005
- Business address
- 9 CENTREWAY MOUNT WAVERLEY Victoria 3149 Australia
- Contact details
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About
In the practice's own words, from its website
For over 40 years, we have been providing highly personalised accounting, taxation, and business management advice for small to medium sized businesses. Our team of experts believes in providing quality services in a timely and effective manner to help our clients build and protect their business and wealth.
Our mission is to provide expert services while staying ahead of rapid changes in the business world. We manage your complete compliance requirements, but our real strength lies in providing customised, innovative, and sustainable strategies that add real value to your unique business.
Our philosophy is to build personal relationships with our clients, enabling us to work closer together. We desire to be an integral part of your business, not just a service provider. We are a small firm that desires good clients as opposed to many clients, ensuring all our clients have direct partner contact no matter their size, and we encourage them to speak with our office regularly.
- Over 40 years in practice
- More than 10 skilled team members
- Direct partner contact for all clients
- Located in Mount Waverley, VIC
Services
Business Taxation & Accounting
We specialise in providing highly personalised, expert auditing, accounting, tax, and advisory services. We take the time to get to know you and your business situation to ensure your tax obligations are covered.
Business Advisory & Strategy
Our team will strategise around optimising your business profitability and growth through a development program targeted to maximise your business value. We can help you assess new opportunities and provide practical support to make the right decisions.
Family Business Planning & Taxation
The health and longevity of a family business depend on careful strategy and planning. We are experts in transition and succession planning, helping you create balance between family and business needs.
Taxation – Individuals and Investors
Our team is trained to complete an analytical review of your tax position to determine possible ways to legally reduce your tax. We monitor ATO benchmarks to ensure your tax affairs are not unfairly targeted for review.
Financial Planning & Wealth Management
Sound financial planning secures the path to long-term wealth creation. We will guide you through superannuation, insurance, investments, budgeting, and retirement planning.
Superannuation & SMSF
We understand super and work closely with you to set up your Superannuation or SMSF and create personalised contribution and portfolio strategies. We help you unravel the complexities of superannuation and create a tax-effective structure.
Estate Planning & Wills
We will work with you to organise your assets and finances into a plan that reflects your goals and wishes. This includes developing smart strategies for asset protection.
Audit Services
We provide expert auditing services for various entities. We have the skills and expertise to ensure the process goes smoothly and without distress.
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AusTax AI is a directory, not a tax agent, and does not provide tax advice. A listing is not an endorsement. Registration data is sourced from the Tax Practitioners Board public register (data.gov.au, CC BY 4.0) and may lag the live register by up to a month — always verify at tpb.gov.au before engaging a practitioner.
Source: Tax Practitioners Board, TPB Public Register (data.gov.au), CC BY 4.0.