Business Details
Trusted Accountants in Prospect, Adelaide
Alexander Morgan is a boutique accounting firm dedicated to providing personalized financial solutions. With over 15 years of experience in Adelaide's accounting sector, we specialize in personal tax returns, investment property management, and small business compliance. Our principal accountant, Ellen Lamari, brings expertise through her CPA qualification and Tax Agents License since 2008. We prioritize understanding each client's unique financial landscape to deliver tailored advice. Our services extend to loan structuring, property depreciation, and administrative support for foreign residents.Backed by a strong referral network, we ensure comprehensive solutions for complex financial needs. Established in a client-first ethos, we combine practical experience with formal qualifications, including a double degree in Commerce and Management from the University of South Australia. Our approach emphasizes transparency, accessibility, and long-term client partnerships. We operate from Prospect, Adelaide, serving local and national clients with equal dedication. Through continuous engagement and strategic planning, we aim to simplify financial complexities and empower informed decision-making.
Services
Personal Tax Returns
Business Financial Compliance
Rental Property Advice
Loan Structuring
Foreign Resident Services
End of Year Reporting
Depreciation Schedules
Tax Planning
Small Business Advisory
Administrative Management
Highlights and features
- We have over 15 years of experience in Adelaide's accounting sector
- Our team holds CPA qualifications and Tax Agents License since 2008
- We offer personalized financial solutions tailored to your unique circumstances
- We provide access to a network of financial and legal professionals
- We combine formal qualifications with practical, real-world experience
Associations and certifications
- CPA Australia
Services
Personal Tax Returns
We prepare comprehensive tax returns for individuals, ensuring compliance with ATO regulations while maximizing legitimate deductions. Our service includes income assessment, expense categorization, and strategic tax planning. Clients receive personalized guidance to optimize their financial position while maintaining full regulatory compliance.
Rental Property Advice
Specialized support for property investors covering depreciation schedules, negative gearing assessments, and rental income compliance. We analyze investment viability and structure returns to maximize tax benefits while ensuring adherence to current legislation.
Small Business Compliance
End-to-end financial compliance solutions for small businesses including BAS/IAS reporting, PAYG withholding, and annual financial statements. Our services ensure regulatory compliance while providing strategic insights for business growth and financial optimization.
Loan Structuring
Expert advice on optimizing loan arrangements for property investments and business operations. We analyze debt structures to minimize tax liabilities while maximizing financial efficiency, considering both short-term requirements and long-term wealth creation strategies.
Foreign Resident Services
Tailored administrative management for overseas investors with Australian assets. Our services include tax compliance, investment structuring, and cross-border financial management to ensure regulatory adherence while optimizing returns for international clients.
People
Ellen Lamari
Principal Accountant
CPA-qualified accountant with 15+ years' experience in Adelaide's financial sector. Holds Tax Agents License since 2008 and double degree in Commerce and Management. Specializes in property investment taxation and small business advisory.
Questions
What accounting services do you specialize in?
We specialize in personal tax returns, small business compliance, rental property advisory, loan structuring, and administrative support for foreign residents with Australian investments.
Do you work with businesses outside Adelaide?
While based in Prospect, we serve clients Australia-wide through digital communication tools and remote accounting solutions tailored to your location.
How do you handle complex tax situations?
Our CPA-qualified team combines formal qualifications with practical experience, supported by a professional referral network to address complex financial scenarios comprehensively.
What qualifications do your accountants hold?
Our principal accountant holds a double degree in Commerce and Management, CPA qualification, and Tax Agents License since 2008, ensuring expert-level service delivery.
Reviews (1)
Tania Pile
May 30, 2013
Report
Ellen is fantastic at what she does. Knowledgeable and efficient. Would recommend this business for anyone looking for an accountant!
