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Business Details
46 Years
experience
Your Trusted Mount Gambier Accounting Partner
Established in 1980, Joe D'Agostino & Associates has built a reputation for delivering comprehensive accounting and taxation services with a personal touch. Our team of qualified professionals combines decades of local expertise with modern technological solutions to serve clients across southeast South Australia, western Victoria, and nationally. We specialise in taxation, business consulting, superannuation, and audit services, maintaining the same high standards as larger firms while prioritising one-on-one client relationships. Our principal, Joe D'Agostino, brings over 35 years of public accounting experience, including a professional year with a Top 4 accounting firm. We pride ourselves on understanding the unique needs of primary producers, retailers, builders, and individual clients, offering tailored advice that supports long-term financial success.

Our commitment to the community is reflected in our involvement with local organisations and charities. With offices in Mount Gambier and fortnightly Bordertown visits, we provide accessible, reliable service backed by continuous professional development and industry certifications. Our use of digital tools ensures efficient communication and service delivery for clients Australia-wide. This blend of experience, technology, and personal attention positions us as trusted advisors for businesses and individuals seeking expert financial guidance.
Services
Taxation Accounting GST & BAS Business Consulting Bookkeeping Superannuation Estate Planning Succession Planning Audit
Details
  • Year established: 1980
Highlights and features
  • We offer 35+ years of combined experience in public accounting and taxation
  • Our team holds Chartered Accountant and Registered Tax Agent accreditations
  • We provide one-on-one service with national reach through digital solutions
  • Our staff maintain continuous professional development and industry certifications
  • We combine large-firm standards with local community understanding
Associations and certifications
  • Chartered Accountants Australia and New Zealand
  • Taxation Institute of Australia
What people say
Expertise Personalised service Deep local knowledge 35+ years experience Chartered Accountants
Update Listing
Services
Taxation Services
We provide comprehensive taxation services including income tax returns, tax planning, and compliance advice for individuals and businesses. Our team stays current with evolving tax legislation to ensure accurate filings and optimise legitimate deductions. With Chartered Accountants and Registered Tax Agents on staff, we help clients navigate complex tax requirements while minimising liabilities and maximising returns.
Business Consulting
Our business consulting services focus on strategic financial planning, cashflow management, and operational efficiency improvements. We work closely with clients to develop tailored growth strategies, succession plans, and risk management frameworks. With experience across multiple industries including agriculture, retail, and construction, we provide actionable insights that drive sustainable business development and long-term success.
Superannuation
We offer expert superannuation advice covering fund selection, contribution strategies, and retirement planning. Our services include SMSF establishment and compliance, pension structuring, and transition-to-retirement strategies. We help clients maximise their retirement savings while ensuring adherence to regulatory requirements, providing clear pathways to achieve long-term financial security.
Audit Services
Our audit services provide independent assurance on financial statements for businesses requiring statutory or voluntary audits. We conduct thorough examinations of financial records, internal controls, and compliance with accounting standards. Our approach balances regulatory requirements with practical business insights, delivering audit reports that enhance credibility while identifying opportunities for process improvements.
Bookkeeping
We deliver comprehensive bookkeeping solutions including accounts payable/receivable management, payroll processing, and financial reporting. Our services utilise modern accounting software to maintain accurate, up-to-date records that support informed business decisions. From GST/BAS preparation to year-end financial statements, we ensure timely compliance while providing clear visibility into business financial health.
People
Joe D'Agostino
Principal
Chartered Accountant with 35+ years experience, specialising in taxation and business advisory. Former Top 4 firm professional, now leading Mount Gambier practice. Active in local community organisations and arts initiatives.
Mena D'Agostino
Practice Manager
35-year accounting veteran and Registered Tax Agent. Associate of Taxation Institute Australia. Expert in client relationship management and taxation compliance. Active community volunteer with focus on local charities.
Kylie Altorfer
Accountant
Bachelor of Business (Accounting) graduate. Specialises in tax returns, financial statements, and audit services. Experienced with various business structures. Active in local sports through family involvement.
Sam Dwyer
Accountant
Bachelor of Commerce graduate with small business expertise. Current CPA Program participant. Specialises in business process optimisation. Active community worker and competitive boxer.
Maddy McFarlane
Receptionist
Office administrator with four years accounting experience. Pursuing Bachelor of Commerce degree. Handles client communications and bookkeeping tasks. Active local netball player and community member.
Questions
What accounting services do you offer?
We provide taxation, business consulting, superannuation advice, audit services, bookkeeping, GST/BAS preparation, estate planning, and succession planning for businesses and individuals.
Do you serve clients outside Mount Gambier?
Yes, we serve clients in Bordertown, southeast South Australia, western Victoria, and Australia-wide through digital communication tools and remote service delivery.
What qualifications do your staff hold?
Our team includes Chartered Accountants, Registered Tax Agents, and Certified Practicing Accountant candidates with formal qualifications in accounting and finance.
What industries do you specialise in?
We specialise in serving primary producers, retailers, builders, and various business sectors with tailored financial advice and compliance solutions.
Are you open on weekends?
Our Mount Gambier office is closed weekends but available by appointment for urgent matters outside regular business hours.