Tax Returns 2021

By:

A holistic approach to taxation & wealth creation.

Optima Accountants is a boutique accounting and business advisory firm. We focus on our team and client’s success more than anything else.

We are Passionate!

We take the time to understand your needs and are committed to working with you to grow your business.

Time-Saving Technology

We will show you how to leverage the latest online accounting tech to work smarter, faster and easier.

A Comprehensive Service

We are a full service business accounting firm and have a transparent fee structure so you know exactly what you'll be charged.

Our Services

Tax Advisory

We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client.

Tax Returns

We provide quality service through a deep understanding of industry challenges and by providing practical advice to address our clients’ specific tax needs.

Tax Planning

We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Tax Structuring

Optima customises personal tax strategies that can significantly reduce the amount of tax you pay so you have more money to spend, save, and invest.

BAS/GST

We can attend to all of your business and GST related needs including ABN and GST registration.

Bookkeeping

We provide comprehensive bookkeeping service using fully complaint cloud accounting software.

Payroll

We can help you by setting your business up with cloud software so every payroll run is reported to ATO accurately.

Tax Audits

We can identify strengths and weaknesses in the finances of your business, helping show the way to future success and profitability.

Wealth Advisory

Your Optima financial adviser will be able to advise you on what type of asset classes and products may be suitable to your needs.

Investment Solutions

We provide our clients with above market returns over time whilst effectively minimising downside exposure.

Retirement Planning

At Optima, retirement strategies are individually tailored to support the long-term preservation and growth of your nest egg.

SMSF

By taking control of your superannuation using a Self-Managed Super Fund (SMSF) you can expect to enjoy many benefits.

Debt Management

Debt recycling is a financial strategy that can help you get ahead by replacing your home loan (non-deductible) debt with investment (tax deductible) debt over time.
Are you looking for professional advice for yourself or for your business?
Optima Accountants Favicon 01 300x300 1

Why choose us?

Let the numbers speak!

500+

Happy
clients

6

Highly specialised
advisors

100%

Satisfied
customers

75+

New Start-up
Businesses

Testimonials

Affiliations

Screen Shot 2021 07 07 at 1.27.00 pm

Professional Partners

Screen Shot 2021 07 07 at 1.27.29 pm

Franchise Business Clients

Screen Shot 2021 07 07 at 1.28.12 pm

Management Team

Optima Accountants Staff 01
Director
Purvish Panchal
After in excess of 20 years in the commercial sector with extensive experience spanning over various industries including banking and construction Purvish ventured into public accounting in 2010. He is the founder of Optima Accountants. Purvish is a registered tax agent and holds Diploma in Financial Planning. As an investor in retail business he understands small business. Purvish has the passion to help our clients achieve their full potential in business and personal lives.
Optima Accountants Staff 02
Business Partner
Rishi Ram
Rishi has worked in the accounting and finance industry since graduating in 1985, initially working from a publicly listed company acquiring the essential skills in management accounting, financial reporting and corporate taxation. In 1996 he moved into public accounting sphere by setting up a boutique tax & accounting practice while specializing in medical and dental professional clients, he has extensive exposure to large range of SME clients. Growing up in his family’s business, Rishi is passionate about small business. He has personal interest and is an investor in businesses in the health services, food retail, distribution and financial services sectors.

Request a Call Back

Latest News