CP Partners

CP Partners is a CPA practice based in Epping, Victoria, that offers accounting, tax and business advice all year round rather than only at tax time. It serves everyone from individual taxpayers to groups with complex business structures.

What CP Partners does

• Tax and accounting: returns and advice for individuals and companies, including work-related deduction guidance.
• Business and financial structures: setting up companies and trusts, for example when a sole trader moves to a new structure.
• Xero setup and training: getting clients running on the Xero accounting software.
• Self-managed super funds: support for SMSF clients.
• Buying or selling a business: advice through a business sale or purchase.
• Financial planning: through CP Financial Planners, advice on wealth creation, retirement planning, superannuation, insurance and investments.

Who it works with

Clients range from individuals and families to small business owners and larger groups. Published testimonials come from owners of a medical centre and skin clinic and from families who have used the firm for many years.

Key facts

• Based in: Epping, Victoria, Australia
• Legal entity: CP Partners Pty. Ltd.
• Accreditation: a CPA practice
• Client access: secure file transfer through a client portal