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Clear Tax Accountants

418 Church St Bridge, Richmond VIC 3121

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About

Founded in 2018 by Ash Jindal and Yuvraj Verma, Clear Tax Accountants is an accounting firm that excels in diverse financial services, such as:

Business Accounting & Advisory
Business & Individual Tax returns
Tax Management
Tax Minimisation Services

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Reviews (5)

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5/5

5 customer reviews

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21 July 2023

Absolutely phenomenal financial planning firm! They expertly handled my life insurance and tax planning needs. Their personalized approach and expert advice gave me the confidence to make informed decisions. I couldn't be happier with the results. Highly recommend! More...

21 July 2023

Exceptional financial planning firm! They went above and beyond to assist me with mortgage broking. Their in-depth knowledge, dedication, and personalized service made the process seamless and stress-free. I am incredibly grateful for their support and highly recommend their services to anyone seeking mortgage solutions. More...

21 July 2023

"Efficient and reliable! They seamlessly managed my life insurance, estate planning, retirement, investments, taxes, and mortgage. A top-notch financial planning team!" More...

21 July 2023

I am incredibly grateful to CW Planners for their exceptional assistance in finalising our insurance needs. Their expertise, professionalism, and dedication to understanding our unique requirements were evident throughout the process. They provided comprehensive coverage options, ensuring we felt secure and protected. Their prompt and efficient service made the entire experience seamless and stress-free. I highly recommend Ricky (CW Planners) for anyone seeking reliable and tailored insurance solutions. Thank you for providing peace of mind for me and my family! More...

21 July 2023

CW Planners has been an absolute lifesaver for me and my family! Their expertise and personalised approach helped us navigate the complex world of insurance effortlessly. They took the time to understand our unique needs and presented us with comprehensive solutions that provided peace of mind. The team was not only knowledgeable but also caring and attentive throughout the entire process. Thanks to CW Planners, we now have the perfect insurance coverage tailored to our requirements. I highly recommend their services to anyone seeking top-notch assistance in securing their financial future. Special thanks to Ricky @ CW Planners. More...

Q&As

At Clear Tax Accountants, we provide a comprehensive range of accounting services tailored to meet the diverse needs of our clients.From Business Accounting & Advisory to Superannuation Management, our offerings encompass

Business & Individual Tax Returns,
Tax Management,
Tax Minimisation Services,
Tax Compliance,
Not-for-profit Accounting,
Financial Planning,
Foreign Owned Business Accounting,
Wealth Creation,
Bookkeeping,
Investment Strategies,
SMSF Advisory & Accounting,
Strategic Planning,
Capital Gains Advisory,
Virtual CFO,
Business Planning,
Business Structure Advice.

Our success lies in our commitment to excellence and client satisfaction, which is evident in our sustained growth and expansion to four strategically located office branches over the past four years.

We firmly believe in providing attentive assistance to every individual seeking our services, and our achievements are a testament to the trust our clients place in our expertise and dedication to delivering top-notch financial solutions.

Hiring a great accountant is crucial for businesses for several reasons. Firstly, they ensure financial accuracy and compliance with tax laws, helping to avoid costly mistakes and penalties.

Additionally, a skilled accountant can provide valuable insights and strategic financial advice to optimise business performance and drive growth. Moreover, they offer peace of mind by handling complex financial matters, allowing business owners to focus on core operations.

Ultimately, a great accountant serves as a trusted advisor, contributing to the overall success and stability of the business.

What I love most about my job is the opportunity to educate and empower small business owners to achieve financial freedom without incurring unreasonable costs. I am committed to addressing the unmet needs of small businesses in our community.

Unlike many other firms, Clear Tax Accountants prioritises accessibility by promptly answering phone calls and responding to clients, ensuring they feel heard and supported. This personal connection and ability to make a tangible difference in people's lives are what makes my work truly fulfilling.

The inspiration to start my own tax accounting firm came from a deep passion for helping small business owners achieve financial freedom. I wanted to create a firm that prioritises individual needs and offers personalised, client-focused services.

I saw a need for accessible and responsive accounting support in our community and was motivated to make a positive impact by ensuring clients feel heard and supported.

Clients should choose Clear Tax Accountants because we offer exceptional customer service and prioritize accessibility by promptly answering calls and responding to clients. This ensures that our clients feel heard and supported at all times.

We build long-term relationships based on trust, transparency, and a genuine desire to empower our clients towards financial freedom. Our clients appreciate the personalised attention they receive, knowing that we are committed to their financial success over the long term.

Affordability is a core principle for us. We believe that high-quality financial advisory and accounting services should be accessible to businesses of all sizes. Our competitive and transparent pricing ensures clients receive exceptional value for their investment without compromising on quality.

We are dedicated to continuous improvement through actively seeking client feedback. Constructive criticism helps us enhance our services, and we address issues promptly and proactively. By being open to client suggestions, we regularly refine and tailor our services to meet evolving needs.

Clear Tax Accountants stands out by combining excellent customer service, a commitment to improvement based on feedback, affordability, and a focus on delivering high-quality services with total transparency. Our holistic approach is designed to make a tangible difference in the financial well-being of our clients, setting us apart in the industry.

Absolutely! We are proud to offer our services online and remotely, ensuring convenience and accessibility for our clients. Using secure virtual meetings, video conferencing, and advanced digital tools, we provide comprehensive accounting and advisory services from the comfort of your home or office.

No matter where you are, our team is just a click a

The safety and well-being of our customers is our top priority. In response to Covid-19, we have implemented several measures to ensure a safe environment for everyone. We have transitioned to virtual meetings and consultations, allowing clients to access our services from the safety of their homes.

Our team follows strict hygiene protocols, and our office space is regularly sanitised to maintain a clean and secure environment. Rest assured, we are fully committed to providing exceptional accounting and advisory services while prioritising the health and safety of our valued clients.

Services

Our strategic planning services help you set and achieve your business objectives. We work with you to develop actionable plans that drive growth and success.

We help you develop comprehensive business plans to guide your growth and success. Our detailed planning process ensures your business is prepared for future challenges and opportunities.

We advise on the best business structure to optimise your operations and tax position. Our insights help you choose the right structure to support your business goals and compliance.

We offer expert guidance and extensive accounting services to help your business thrive. Our team ensures your financial health is robust and your business strategies are sound.

Our virtual CFO services provide high-level financial oversight and strategy without the full-time cost. We deliver the expertise you need to make informed financial decisions and drive business success.

Our precise and reliable bookkeeping services keep your financial records organised and up-to-date. We ensure accuracy and timeliness, allowing you to focus on running your business.

We prepare and lodge accurate tax returns for businesses and individuals, ensuring compliance and maximising refunds. Our cautious approach helps you stay stress-free during tax season.

Our proactive tax management services help you plan ahead and stay on top of your tax obligations. We work with you year-round to optimise your tax position and avoid surprises.

We ensure your business meets all tax regulations and deadlines, avoiding penalties and audits. Our active monitoring and timely submissions keep your operations smooth and compliant.

We strategise to reduce your tax liabilities and keep more of your hard-earned money. Our experts identify every opportunity to minimise your tax burden legally and effectively.

We offer expert advice on managing and minimising capital gains tax. Our strategies help you optimise your investments and retain more of your profits.

We specialise in accounting services tailored to the unique needs of not-for-profit organisations. Our solutions help you focus on your mission while we handle your financials.

We provide accounting solutions for foreign-owned businesses operating in Australia, ensuring compliance and efficiency. Our expertise helps you handle local regulations and streamline your operations.

We manage your superannuation to secure your financial future and maximise your retirement benefits. Our services ensure your super is performing well and aligns with your retirement goals.

We provide specialised advisory and accounting services for self-managed super funds (SMSFs). Our services help you manage your SMSF with confidence and comply with regulatory requirements.

Our financial planning services help you achieve your long-term financial goals with confidence. We create personalised plans to secure your future and enhance your financial well-being.

We provide personalised investment advice to help you grow your wealth and succeed financially. Our experts guide you through your investment options and help you make smart choices.

Our wealth creation strategies help you build and grow your financial assets. We provide personalised advice and investment options to boost your financial portfolio.