Castle Advisory doesn’t provide tax agent services directly to our clients. Instead, we like to partner with forward-thinking and progressive accounting firms to ensure that our clients get the right advice, accurate compliance, and clever structuring.

If you are part of such a firm and would like to work with us and our clients, please do not hesitate to contact us here.

With extensive experience in the accounting industry, we can also offer a range of services to accounting firms, including training programs on;

  • How to seriously maximise client refunds by asking the right questions
  • How to turn your clients into raving fans and proactive referral sources
  • How to get your average debtor days to well under a week, and keep it that way
  • How to use every piece of compliance work to proactively generate additional value for your clients
  • How to increase your staff productivity, efficiency and loyalty; justifying higher wages and other incentives

We’re also keenly aware that many accountants prefer not to lodge their own complex tax affairs through their place of employment, and perfectly fair enough too. For those accountants, we can arrange a discounted lodgement via one of our preferred tax agent partners as we know that you know exactly what you’re doing.

And for proactive accountants who are keen to help their clients invest and grow their property portfolios, we can also offer a comprehensive solution through our independent buyer advocates to deliver a win/win scenario for both you and your clients.

To book a session or learn more about how we can help you or your firm, please feel free to shout. We’d love to hear from you.