PROVIDING TAX SERVICES AND ACCOUNTING SOLUTIONS FOR OVER 25 YEARS
about us
Stephen Jose & Associates are Chartered Accountants and Registered Tax Agents based in Penrith, NSW. We have been servicing Penrith and the greater Western Sydney area for over 25 years. We pride ourselves in delivering personalised tax services and accounting solutions to minimise your tax and to assist with achieving your business goals and personal aspirations.
SMART AND SOLUTION FOCUSED
Most clients focus is on tax and the ways to minimise their tax. However, more than just the numbers, we focus on the client's situation to ensure that we deliver the right solution and advice for their individual needs.
It is important that we take the time to understand your business situation and your individual goals and needs. Because we're a small team, we can tailor our services and develop flexible solutions to meet your requirements.
WHY YOU CAN TRUST US
SMART AND SOLUTION FOCUSED
Most clients focus is on tax and the ways to minimise their tax. However, more than just the numbers, we focus on the client's situation to ensure that we deliver the right solution and advice for their individual needs.
It is important that we take the time to understand your business situation and your individual goals and needs. Because we're a small team, we can tailor our services and develop flexible solutions to meet your requirements.
WHY YOU CAN TRUST US
- We look to establish our clients' trust with our knowledgeable and timely communications, and offer recommendations so our clients can make the best informed tax and accounting decisions for themselves and their businesses.
- When required, we liaise with the ATO to ensure compliance in all areas from lodgement extension to other more complex issues.
- We have built and developed relationships with other professionals including a Solicitor, Financial Planner and Mortgage Broker, to enhance and add value to our services as accountants and tax agents.
- We are involved in networking groups and attend training seminars to ensure we remain up to date with the latest changes in taxes and legislation.
our services
personal tax
We take the stress away from you in preparing your personal tax returns. Every year, we service many individual clients and assist with the preparation and lodgement of their individual tax returns. Our discussions will allow us to understand your individual situation and provide the professional advice that is specific to you and your tax affairs. We will take the time to contact you on important developments and remind you of your obligations with the ATO.
Our services include:
Our services include:
- Income Tax Returns
- Rental Properties
- Capital Gains Tax
- Superannuation
business tax
There's no doubt business tax can be complicated, not to mention ATO and ASIC requirements. We provide accounting services from preparing your income tax returns and financial statements, as well as managing your BAS and IAS lodgements while ensuring you comply with your tax obligations. Our services are also flexible depending on your business needs from bookkeeping to tax compliance services.
Our services include:
Our services include:
ACCOUNTING:
TAXATION:
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CORPORATE
SUPERANNUATION
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STEPHEN JOSE
PRINCIPAL OWNER
I am a Chartered Accountant & Registered Tax Agent, and Principal Owner of Stephen Jose & Associates.
After completing my Bachelor of Business Degree at the University of Western Sydney in 1987, I completed my professional year with the Institute of Chartered Accountants in November 1989. Over the years I have worked with small professional accounting practices in Sydney, progressing to the role of Senior Manager. I obtained my Tax Agent Registration in 1992 and opened my own accounting practice in Penrith in 1998. I have two staff members and as a team we provide assistance to clients with their taxation and accounting matters.
I have grown up in the Penrith area and over the years have been involved in local sport, in particular cricket and soccer where I played both junior and senior cricket for the Penrith RSL Club and soccer for the Penrith Football Club.
As a result of my affiliation with the Penrith RSL Club, I am now in a fortunate position that allows me the opportunity to be involved in the local community and give something back to the Penrith area.
After completing my Bachelor of Business Degree at the University of Western Sydney in 1987, I completed my professional year with the Institute of Chartered Accountants in November 1989. Over the years I have worked with small professional accounting practices in Sydney, progressing to the role of Senior Manager. I obtained my Tax Agent Registration in 1992 and opened my own accounting practice in Penrith in 1998. I have two staff members and as a team we provide assistance to clients with their taxation and accounting matters.
I have grown up in the Penrith area and over the years have been involved in local sport, in particular cricket and soccer where I played both junior and senior cricket for the Penrith RSL Club and soccer for the Penrith Football Club.
As a result of my affiliation with the Penrith RSL Club, I am now in a fortunate position that allows me the opportunity to be involved in the local community and give something back to the Penrith area.
ABOUT ME"I'm passionate about servicing all our clients from individuals to businesses as everyone has their own unique situation. We take pride and pleasure in servicing our clients to ensure we tick all the boxes to be tax effective and compliant.
We welcome all types of clients - from preparing personal tax returns to tackling the most complex business tax and accounting challenges. I'm also proud of our great team, our collective wealth of experiences and how we work together toward delivering excellence for our clients. We provide friendly, cost-effective service while maintaining and delivering the highest standards in everything we do." - Steve
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QUALIFICATIONS
AFFILIATIONS
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never miss an opportunity TO MINIMISE your TAX
"I've been a client of Stephen Jose & Associates for over 10 years. Stephen always goes above and beyond taxation services. Always friendly. Always advising in the client's best interest, discussing options, and keeping clients updated with latest legislation changes to help minimise taxes. Highly recommend."
Binh Wilson
Binh Wilson