Business Details
15 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
At Innovative Accounting & Tax, we pride ourselves on being proactive partners in our clients' journeys to success. Our team of Chartered and Certified Practicing Accountants delivers a comprehensive range of accounting, bookkeeping, and tax services tailored to small businesses and individuals. With a focus on integrity and transparency, we provide fixed-fee pricing and personalized support to ensure clients understand their financial position and grow their businesses. Our expertise spans Xero bookkeeping, business setup, SMSF audits, and tax planning, supported by over a decade of client relationships built on trust and results. As Xero Gold Partners, we combine technical excellence with a hands-on approach to deliver stress-free financial solutions.Our commitment to quality is reflected in our track record of long-term client retention and industry recognition, including Chartered Accountant ANZ accreditation. We prioritise client education, ensuring every business owner understands their financial statements and strategic options. By maintaining up-to-date knowledge of tax regulations and leveraging technology, we help clients minimize liabilities while maximizing growth opportunities. Our team's dedication to continuous improvement and community involvement further strengthens our reputation as trusted advisors in the accounting sector.
Services
Xero Bookkeeping
Tax Returns
Business Setup
SMSF Audits
Tax Planning
Details
- Year established: 2011
Highlights and features
- Proactive tax planning to maximize refunds and minimize liabilities
- Fixed-fee pricing with no hidden costs
- Xero Gold Partners with specialized software expertise
- 10+ years of proven client success in Perth
- Chartered and Certified Practicing Accountants on staff
Associations and certifications
- Registered Tax Agent
- Chartered Accountant ANZ
What people say
10+ years of service
Highly skilled accountants
Peace of mind
Excellent tax planning
Met expectations
Services
Xero Bookkeeping
Our Xero-certified bookkeeping service manages over 200 businesses with monthly reconciliation, BAS lodgement, and management reports. We ensure accurate financial records while providing training to maximize software benefits. Clients receive quarterly reviews by qualified accountants to maintain compliance and identify growth opportunities.
Tax Returns
We prepare individual and business tax returns starting from $165, focusing on maximizing deductions and minimizing liabilities. Our team ensures compliance with ATO requirements while providing strategic advice on tax-effective structures and financial planning for long-term savings.
Business Setup
Specialists in establishing discretionary trusts, companies, and partnerships with tax-efficient structures. We provide asset protection strategies and seamless business handover processes, supported by Xero setup services to ensure proper financial systems from day one.
SMSF Audits
Registered SMSF auditors conducting annual compliance checks starting at $550. We verify fund documentation, asset valuations, and regulatory compliance while providing clear reports and recommendations to maintain fund integrity and tax benefits.
Tax Planning
Ongoing tax planning advice including super contributions, expense prepayments, and business restructuring. We analyze financial statements to identify savings opportunities and work with financial planners to optimize clients' overall financial strategies.
People
Waverly Ong
Managing Director | Certified Practicing Accountant
CPA specialist in business tax compliance with 8+ years' experience. Joined IAAT in 2022, became director in 2024. Focuses on delivering exceptional client outcomes through technical expertise and personalized service.
Jade Hiu
Senior Accountant
Chartered Accountant with 6+ years' experience in business tax. Member of Institute of Chartered Accountants. Provides expert tax compliance solutions and strategic financial advice to growing businesses.
Natasha Creese
Bookkeeping Manager
25+ years' bookkeeping experience managing client accounts and BAS lodgements. Specializes in Xero software integration and provides hands-on support to ensure accurate financial records for business owners.
Questions
What accounting software do you use?
We specialize in Xero software as certified Gold Partners, providing bookkeeping, reconciliation, and reporting services using this platform.
Do you offer fixed-price services?
Yes, we provide fixed-fee packages for bookkeeping, tax returns, and business setup with transparent pricing and no hidden costs.
Are you qualified tax professionals?
Our team includes Chartered Accountants and Certified Practicing Accountants who are registered tax agents with specialist SMSF audit qualifications.
How do you handle business setup?
We assist with establishing companies, trusts, and partnerships including ABN registration, tax structure optimization, and Xero accounting system implementation.
What areas do you service?
Based in Kalamunda, we serve Perth metro areas including Balcatta, Edgewater, Noranda, and Bullcreek with onsite and remote support options.
