Principal
The Principal of the practice is Kristi Card. Kristi has a Bachelor of Commerce Degree (Major in Financial Accounting), is a member of the Institute of Chartered Accountants Australia & New Zealand and is a Registered Tax Agent. She has worked in public practice since 1992 and over the years had gained experience from working in a number of firms in Newcastle & the Hunter. She lives locally with her husband and two children having grown up in the Maitland area herself.
Personal Tax Team
Our personal tax team consists of Samantha, Laura, Jenita and Greg.
All our consultants have many years of experience in taxation matters with both Samantha & Jenita holding their own Tax Agent Registrations. Our personal tax team are available for face to face appointments, phone appointments or information can be emailed or dropped into our office. We value our returning clients and appreciate the referrals they make to their friends and family.
Business Services Team
Our business services team consists of Kristi, Susan, Natalie, Samantha & Greg.
All our staff have many years of experience in business service and taxation matters. We work with our clients to provide both tax compliance and value added services.
We recognise that many business operators are highly skilled in their chosen professional but often require support when it comes to managing business finances and taxation matters. We work with our clients to educate them and help them achieve their goals.
Administrative & Computer Support
Louise, Yvonne & Greg have been with the practice for many years and are normally the first voice you hear or face you see when you contact our practice. They have a wealth of knowledge across a broad range of issues and can often assist with any general enquiries.