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

Diana
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. Her infectious energy and enthusiasm for all things tax will actually have you excited to sit down and talk tax. #truestory
Marilyn
Marilyn
Marilyn is a fully qualified accountant and has been working in practice for many years. Her tax experience and love of systems brings lots of value to our customers!
Bianca
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
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!
Lili
Lili
Lili is our Xero, Quickbooks and all around tech queen! There’s no better feeling than a fully reconciled bookkeeping file – so fresh and so clean!
Caitlyn
Caitlyn
Caitlyn is our resident cat lady, but don’t hold that against her! She is da bomb.com when it comes to reconciling the books. Caitlyn LOVES helping you use the power of your numbers to help your business BOOM!

Customer Care Team

Office Doggo

Melissa
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
Busting numbers for Balance Tax since December 2018, Jenn keeps our clients books spic and span and also handles all new client inquiries that come through.
Oscar
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.