Business Details
34 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Established in 1992, Prime Tax Experts has evolved into a boutique tax, accounting, and advisory firm serving clients in Sydney's Eastern Suburbs and beyond. Our team of over 15 qualified professionals combines decades of experience with a client-centric approach, delivering tailored solutions for individuals and businesses. We prioritise transparency, innovation, and efficiency, ensuring clients receive clear, jargon-free advice. With offices in Bondi Junction, we serve diverse clients across Australia and internationally in Europe and Asia. Our founder, Terry Grundmann, leads a multidisciplinary team committed to improving client financial outcomes through strategic planning and compliance expertise.We begin every relationship with a free consultation to address specific needs, backed by a 100% guarantee on results. Our fixed-fee packages and flexible payment options provide budget certainty, while our cloud-based systems streamline accounting processes. Recognised for timely, cost-effective service, we support property investors, business owners, high-net-worth individuals, and contract workers. Our focus on continuous improvement and client education ensures long-term financial success for all stakeholders. With a reputation built on trust and expertise, we remain dedicated to simplifying complex financial challenges for our clients.
Services
Accounting
Business Advisory
Tax Returns
Bookkeeping
Xero Set-Up
Legal Tax Law
Deal Advisory
Virtual CFO
Business Valuations
Outsourcing
Details
- Year established: 1992
Highlights and features
- We offer over 30 years of experience in accounting and tax services.
- Our team provides free initial consultations for tailored solutions.
- We guarantee 100% satisfaction with all delivered results.
- Our fixed-fee packages ensure budget certainty for clients.
- We combine fast service with innovative technology solutions.
What people say
Very experienced
Timely and cost effective
Best business decision
Exceptional service
Helped improve bottom line
Services
Accounting
Our accounting services provide comprehensive financial management for businesses and individuals. We ensure accurate record-keeping, compliance with regulatory requirements, and timely reporting to support informed decision-making. Clients benefit from cloud-based systems and dedicated support to streamline financial operations.
Business Advisory
We offer strategic business advisory services to enhance growth and profitability. Our experts analyse financial performance, identify opportunities, and develop customised plans to optimise business outcomes. With a focus on innovation and practical solutions, we help clients navigate complex challenges.
Tax Returns
Our tax return services ensure compliance with Australian Taxation Office requirements while maximising refunds. We handle individual and business tax filings with precision, leveraging expertise to identify deductions and minimise liabilities through legitimate strategies.
Virtual CFO
The Virtual CFO service delivers high-level financial expertise without full-time costs. We provide cash flow forecasting, KPI reporting, and strategic planning to support business growth. Clients receive proactive advice to improve financial health and long-term sustainability.
Business Valuations
We conduct detailed business valuations for mergers, acquisitions, or strategic planning. Our approach combines market analysis, financial metrics, and industry insights to determine accurate valuations. This service supports informed decision-making for business owners and investors.
People
Terry Grundmann
Founder, CEO
Terry Grundmann founded Prime Tax Experts in 1992 and has led its growth into a trusted advisory firm. With over 30 years of experience, he specialises in strategic tax planning and business development for clients in Sydney and beyond.
Fred Klein
Accountant
Fred Klein brings extensive accounting expertise to Prime Tax Experts, supporting clients with compliance and financial strategy. His focus on accuracy and client education ensures businesses maintain robust financial health.
Sam Rohani
Accountant
Sam Rohani provides tailored accounting solutions, combining technical proficiency with a client-first approach. His experience spans tax advisory and business compliance for diverse industries across Australia.
Alex Tees
Lawyer
Alex Tees offers legal expertise in tax law and business transactions. His pragmatic advice helps clients navigate regulatory challenges and structure deals for optimal outcomes.
Daniel Grundmann
Administration
Daniel Grundmann manages administrative operations, ensuring seamless service delivery. His organisational skills support the firm's commitment to efficiency and client satisfaction.
Questions
What accounting services do you offer?
We provide full-service accounting, including bookkeeping, tax returns, financial reporting, and compliance management using cloud-based systems.
Do you offer free initial consultations?
Yes, we begin every client relationship with a free consultation to understand needs and propose tailored solutions.
Are your services available internationally?
Yes, we serve clients globally, including Europe and Asia, alongside local businesses in Sydney and Australia.
How do you ensure client satisfaction?
We guarantee 100% satisfaction with our results and maintain transparent communication throughout our engagement.
What sets you apart from other accountants?
Our 30+ years of experience, fixed-fee packages, and multidisciplinary team deliver strategic, cost-effective solutions.
Reviews (4)
Calvin Lim
Sep 26, 2021
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When it comes to or anything to do with tax, nobody does better than Fred in Prime Tax Experts. I have save thousands upon thousands every year on tax returns. I have known him for a while & he'll go out of his way to help his clients interest, so on that note you can count on him for max.value for his service & his professionalism. If i can give more than 5 stars, I would. Don't let the office settings cloud your judgement even though it doesn't appear like a 5 star office. Highly recommended to use Fred as your one stop shop go to tax person as his wealth of knowledge in this space is UNPARALLELED
Travis Trower
Sep 07, 2021
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I have used Prime Tax Experts for over 10 years and highly recommend them, as the service is excellent and always helpful to assist me with my questions. I found Kiet to be extremely professional, very engaging, and knowledgable in assisting me with accurate and timely tax returns. The prices are very reasonable and I highly recommend their services. It is a pleasure to deal with them.
Greg Asquith
Jul 17, 2021
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Sam was fantastic. In what can sometimes be a stressful experience, he was detailed, efficient and caring towards our needs as customers. I would highly recommend.
Arnaud L.
Jan 06, 2021
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The person who managed mu tax return didn't know how to use properly their software and was in general not very helpful. He also asked me to go online to give them a 5 stars rating. He gave me a discount on the overall cost but I suspect it's common procedure for them. My overall experience was very underwhelming. It's my second visit there (2017) and my first one with another accountant was better.
