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Overall User Score 2.0
based on 1 reviews

AIM Accounting & Taxation

Address: Shop 2, 71 Dora St, Morisset, NSW, 2264
Phone number: (02) 4973....
Mobile number: 0431 96....
Fax number: (02) 4973....
Email: Click to view
URL: http://www.aimtax.com.au
Year Established: 1998
ABN: 24129408788
Trading/Opening hours:
Mon: 9:00am - 5:00pm Tue: 9:00am - 5:00pm Wed: 9:00am - 5:00pm
Thu: 9:00am - 5:00pm Fri: 9:00am - 5:00pm Sat: 9:00am - 5:30pm
Sun: 9:00am - 5:30pm Public Hols: ---  
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1 Review and 1 Comment

About

We're fully qualified CPA accountants in the heart of the town, over 25 years combined experience in public practice, so you know that you're getting the best advice.

Just like everyone else, we provide professional accounting services - except we do it with genuine enthusiasm and spirit! We talk with you and take the time to explain things, so you always fully understand your financial position.

A good accountant can do much more than your taxation and keeping books up to date. We can help you capitalise on opportunities, and when necessary, minimise problems through the good and the not so good times.

Small enough to really listen to you - yet big enough to handle all your accounting and business needs! A.I.M provides a full range of accounting, taxation and business consulting services without the price and hype of the big firms. (more)

Specialties

Individual & Business Tax Returns
Company, Trust and Partnership Accounting
Specialist tax Advice and Preparation
Self-managed Superannuation Funds
Book-keeping and BAS Lodgement
Ongoing and Start-up Business Advice and Plans

Service tags

Accounting | Bas Lodgement | Bookkeeping | Business Advisers | Self Managed Superannuation Fund

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Manita S. 25 Feb 2014
Unfortunately we were only made aware of this posting today. Here are the real facts: The accountant handling this particular client is a fully qualified accountant with over 30 years public practice experience. Contrary to what Therese D states, it was not a complicated case at all – it was in fact a very simple and straight forward case of the type that we handle every day, extenuated only by her protestations that she was right and we were wrong. This is also why it took so long. It also begs the question as to why this client (Therese D) actually wanted an accountant to lodge her return, when she felt that she knew so much better. She was advised during interviews that, under the tax laws, part of the interest expense she wanted to claim on her investment loans in question was not tax deductible and the reasons for this were explained to the client. The client would not accept this. She firmly believed she would be able to claim the deduction and was adamant that we lodge the return immediately so that she could receive her tax refund asap; however we are not into this type of activity and will not claim extra deductions if we know them to be wrong. Obviously making knowingly incorrect claims in tax returns can create problems for both the client and particularly ourselves as professionals, if the ATO perform an audit in the future. It was explained that we would lodge only on the basis of our interpretation of the circumstances. We could subsequently obtain a private ruling from the ATO if she desired and if it turned out she was right (which through our experience and training we knew would not be the case) we could then lodge an amended return to get her the extra refund. The client was not satisfied with this and afterwards obtained (or claims to have obtained) verbal advice from the ATO that supported her belief. She then sent a quite unpleasant email to the accountant concerned. In this she stated that the accountant was wrong and also that we should ring the ATO to clarify our understanding of the tax laws. The accountant knew something was wrong and rang the ATO to question the advice. She spoke to a senior specialist in the area. Firstly, there was no record of the client’s call. Secondly, it was established beyond doubt that the accountant’s interpretation was correct and accorded with the tax laws. The accountant spent considerable time on the phone to the ATO going through the client’s situation and the way she had set up her accounts and the loans involved. AS IS OUR NORMAL PRACTICE ,WE OBTAINED A REFERENCE NUMBER AND THE OFFICER’S DIRECT CONTACT DETAILS AS EVIDENCE OF OUR ENQUIRY. Therese D was still unwilling to accept our advice and has still not lodged her return. A few points should be noted: · She was given a quote for the job but due to the extra time taken through her own actions, of course it cost a little extra. · We did not charge her at all for the considerable time spent talking with the ATO and she was made aware of this. · The bill was paid. · The ATO concurred that in a case where a deduction is in dispute, the deduction should be left aside until clarified by ruling, at which point an amended return can be lodged. They confirmed that we had taken the correct approach. · We have a large number of clients, many of whom have very involved and complicated tax matters infinitely more complex than Therese D ‘s situation and which we handle on a day-to-day basis. Some of our clients have a turnover exceeding $10-20m per annum and wholesale to major department stores. · This unwarranted and uncompromising attack on our ability has likely cost us some new clients and loss of reputation. I am disappointed that Startlocal do not have a more rigorous system to confirm the facts and advise businesses of adverse posts, as this one borders on slander and is based on half-truths. Thankfully, Therese D came in today to pick up some papers and hopefully that is the last we shall see of her. If you are aware of Pareto’s law (80/20 rule), it well and truly fits this client.

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