How We Work

“Tax is FUN!” …said no one #ever… Except us #taxnerds at Balance Tax Accountants

Throw everything you have ever stereotyped about numbers and accountants out of the window!

At Balance Tax, we flip traditional on its head by giving “accounting” a fresh, approachable and reliable makeover.

Balance Tax Accountants is an online paper-less (YES – you read that correctly, an accountant firm that’s paperless?!), accounting service based in Perth, WA. Our business is set up to run 100% online, and our clients are located all around Australia, and our clientele grows by the day! (word of mouth travels fast!)

Being purely online means we can deliver the best, most convenient service to our clients by saving everyone’s time communicating through video calls, emails, and social media messages – no more dreaded annual trips to see the tax accountant! We don’t even have one of those – we’ve made our home in our creative space @warehouse16perth.

Diana’s vision for Balance Tax Accountants started in 2015, when she saw a need for a tax accountant who not only specialised in small business, but spoke in a language small business owners who don’t come from traditional financial backgrounds understand. We have grown to serving over 750 clients across Australia and a team of 6. Read more about us below!

Our Values

Client Care is Number One

There is a reason why our client retention rate is so high. We care about our clients, and have designed our systems and processes to make it as pain-free as we can for you!

Business Numbers Made Easy

No complex finance or numbers talk. We speak in a language you understand, and take the time to break things down, so you can have confidence in knowing your business numbers.

We Grow With You

Our range of services includes guidance for start ups and solopreneurs. Ready to scale and grow your team? We have got you covered. We offer support at each step in the business journey.

Accountant Team

Our Super Star Team

Business Advisory Team

Our Super Star Team

Diana

Diana is our Registered Tax Agent. When she isn’t vicariously chasing the high of sorting out your tax, you’ll find her golfing, hanging out with her dog Oscar, and travelling the world (pre-COVID). Her infectious energy and enthusiasm for all things tax will actually have you excited to sit down and talk tax. #truestory

Marilyn

Marilyn is a fully qualified accountant and has been working in practice for many years. Her tax expertise and love of sharing her knowledge to empower others brings lots of value to our team and customers!

Bianca

Bianca started as a tax clerk; a double major in accounting and taxation and a few kids later, she’s with us! Bianca turns those not-so-good-looking records into the George Clooney of accounts.

Yulia

Yulia brings experience analysing business numbers and financial reports to our team, and she LOVES integrating systems and making them chat to each other like clockwork!

Caitlyn

Caitlyn is our resident cat lady, but don’t hold that against her! She is da bomb.com when it comes to practical business advice on numbers, marketing, systems and after one session with her your sales will go BOOM!

Jan

Jan is our Xero, MYOB and numbers expert! She loves showing clients how a little bit of technology can massively help keep their bookkeeping looking fresh and clean.

Customer Care Team

Office Doggo

Melissa

If you have booked in work with us, you have very likely been greeted with friendly vibes courtesy of Melissa. She is our Practice Coordinator and liaises between our lovely clients and our bangin’ Accountant Team.

Jenn

Jenn is currently taking a quick breather to look after her bubbas. This photo adds spunk and sparkle to our website, so we will leave it here until she is back in action in 2021.

Oscar

Oscar spends his days showing the neighbours and posty his loud bark (Don’t let his cuteness fool you, he is F I E R C E!), napping, modelling on the Balance Tax Instagram, and getting lots of cuddles at work.