Good Perth accountant?

I think I may have to lower my earlier standards...after speaking to 2 CPA accountants in Perth, they could make no sense of CMC Markets' monthly statements. They've asked me to reconcile the CMC Markets account into a P/L statement. I don't understand it myself, here's a thread about their horrendous statements.

I'm looking for any tax agent (not necessarily an accountant), that has experience with CMC Markets statements. Preferably located in the northern suburbs of Perth. The successful tax agent will also get to do my whole family's tax return + my in laws (there are 6 of us). Do you know of any?

jacben said:

Hello Cordelia

I'm not sure if this helps but for anything related to TAX from stockmarket trading you should visit a website called Tax Intelligence Solutions by Warren Black. Just google Tax Intelligence Solution or Warren Black and have a read, he is Perth based and a expert in this area. They may be able to direct to a good accountant, I'm not sure if they do tax returns.

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I wouldn't even touch Warren again. He's all talk and only interested in taking peoples money for himself, not actually helping them imo. He offered us "unlimited time" then arrived late, played on his phone throughout the meeting and then declared that he had a meeting to attend and had to leave. We received the bill before he had replied to any of our questions and when we asked accounting questions he constantly said "I will have to confirm with my partner, he does that side of the business" (at the cost of another meeting!). Very poor service and not value for money imo.

I am comfortable with our accountant who does our SMSF, trust fund and individual returns.

Not sure how far his expertise extends but could provide more info by PM.

May take a while to respond as we are in Europe atm.