Business Details
Trusted Accounting & Financial Services in Castle Hill
L Jack & Associates has been delivering professional accounting and financial advisory services for over 30 years. Our practice focuses on providing tailored solutions to meet the unique needs of individuals and businesses, leveraging cloud-based technology to ensure accessibility and efficiency. With a commitment to building long-term client relationships, we offer expertise in taxation, superannuation, estate planning, and business advisory services.Our team, led by Chartered Accountant Leonie Jack, prioritises transparency, compliance, and strategic guidance to help clients achieve financial clarity and growth. Located in Castle Hill, Sydney, we serve clients across NSW and beyond through in-person and remote consultations.
Services
Business Accounting
Personal Taxation
Financial Advice
Superannuation
Estate Planning
Business Advisory
SMSF Administration
Tax Compliance
Cash Flow Management
Retirement Planning
Highlights and features
- Over 30 years of experience in accounting and financial advisory services
- Personalised, client-focused approach tailored to individual needs
- Cloud-based technology for seamless and accessible service delivery
- No outsourcing all work completed by our in-house team
- Specialised expertise in tax optimisation and business growth strategies
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
Exceptional tax planning
Reliable and thorough
Personalised attention
Expert superannuation advice
Proactive communication
Services
Business Accounting
We provide comprehensive business accounting services, including bookkeeping, financial reporting, and compliance management. Our team helps businesses maintain accurate records, streamline financial processes, and make data-driven decisions. With expertise in XERO, MYOB, and QuickBooks, we ensure your financial operations run efficiently while adhering to regulatory requirements.
Personal Taxation
Our personal tax advisory covers income tax returns, capital gains tax planning, and structuring strategies to minimise liabilities. We assist clients with complex tax situations, including property investments, side hustles, and inheritance planning. Our goal is to ensure compliance while optimising tax outcomes for long-term financial growth.
Superannuation
We specialise in superannuation strategies, including SMSF establishment, contribution planning, and pension advice. Our services help clients maximise retirement savings through tax-effective structures and compliance with evolving regulations. We provide tailored guidance to align superannuation goals with overall financial objectives.
Estate Planning
Our estate planning services focus on asset protection, will creation, and succession strategies. We collaborate with legal professionals to ensure your wealth is distributed according to your wishes while minimising tax implications. We address complex scenarios like business succession and guardianship to provide comprehensive peace of mind.
Business Advisory
We offer strategic business advisory services covering cash flow management, growth planning, and structural reviews. Our team assists with budgeting, benchmarking, and mergers & acquisitions analysis. By understanding your industry-specific challenges, we deliver actionable insights to enhance profitability and sustainable growth for businesses at every stage.
People
Leonie Jack
Lead Chartered Accountant
Leonie Jack is a Chartered Accountant with over 25 years of experience, specialising in business advisory and tax planning. She holds a Bachelor of Economics and is a registered tax agent and SMSF auditor. Leonie focuses on simplifying financial complexities for clients while maintaining a strong emphasis on compliance and strategic growth.
Questions
What accounting software do you support?
We support XERO, MYOB, and QuickBooks Online, offering setup, training, and integration services to streamline your financial operations.
Can you help with overdue tax returns?
Yes, we assist with outstanding tax returns for individuals and businesses, ensuring compliance and resolving ATO-related issues.
Do you offer remote consultations?
Yes, we provide Zoom and email consultations for clients Australia-wide, alongside in-person meetings at our Castle Hill office.
What is included in your business advisory package?
Our advisory services include cash flow analysis, budgeting, structural reviews, and growth strategy sessions tailored to your business needs.
How do you handle SMSF compliance?
We manage SMSF establishment, annual audits, tax returns, and regulatory compliance, ensuring adherence to ATO requirements.
What sets you apart from other accountants?
Our client-centric approach combines technical expertise with cloud technology, offering personalised solutions without outsourcing.
Reviews (2)
Helen Lindsay
Dec 23, 2020
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Positive:Professionalism,Value
We have been using L. Jack & Associates for both our business and personal taxes for a few years now. They are always friendly and pro-active, ensuring we are well-informed about our situation. They complete our work in an efficient and timely way and deliver great value for money. We highly recommend them.
We have been using L. Jack & Associates for both our business and personal taxes for a few years now. They are always friendly and pro-active, ensuring we are well-informed about our situation. They complete our work in an efficient and timely way and deliver great value for money. We highly recommend them.
Jessica Petrie
Dec 20, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
L. Jack & Associates has been so helpful and thorough with everything I've needed and always responds very promptly. I would highly recommend to anyone!
L. Jack & Associates has been so helpful and thorough with everything I've needed and always responds very promptly. I would highly recommend to anyone!
