Guan Kelly Accounting and Taxation

Guan Kelly Accounting and Taxation is a certified practising accountancy firm. It positions itself as both tax agent and business adviser, aiming for long-term relationships instead of one-off tax return lodgement. The firm tailors its work to each client's circumstances.

Products and services

• Tax agent services: preparing and lodging personal and business returns.
• Business advice: support focused on business growth and personal financial goals.
• Tailored job files: each client gets a file built around their business life cycle, finances, tax status and planning needs, instead of generic questionnaires.
• Review system: jobs are worked through with timely reviews.
• Bundled fee plans: work offered on a fixed or bundled basis rather than hourly billing.

Customers and markets

Small business owners and individuals who want a continuing accounting relationship and planning advice.

Key facts

• Qualification: CPA accountant
• Approach: long-term partnership with each client