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Our Firm

With over 10 years of technical and practical experience we are your  advisors. Our principal has diversified experience having worked with difference facets of the accounting and taxation industry. Our principal is also a member of the prestigious accounting body, Chartered Accountants Australia and New Zealand. We are also Registered Tax Agents which provides our clients with assurance regarding the quality of the services provided to them.

Urwik Patel

Urwik Patel possesses over 10 years of experience in the accounting, tax and advisory industry. Urwik’s first work assignment was working as an insurance advisor with a reputable insurance company in India. He took up a short work engagement in Oman with a reputable CA firm working as an auditor. After migrating to Australia in 2011, he has been working with various reputable firms in Sydney gaining valuable experience while finishing his studies with Chartered Accountants Australia and New Zealand. He gained full membership with the institute in September 2015. Urwik is actively engaged as a business services manager for a reputable public practice firm. He also possesses a B Com. CA DFP degree of Diploma in Financial Planning. Urwik’s favourite work topics are tax and superannuation.

Urwik is a member of the Institute of Chartered Accountants for your peace of mind.

This internationally recognised professional designation ensures that I operate under the highest standards of ethical, professional and technical expertise.

Our Objective

We endeavour to ensure that our clients achieve their financial goals whether they are individual or business. We provide extensive and extended service standards which allow us to achieve the best for our clients. Since timeliness is an essential element of financial affairs we deliver prompt service and within the guarantees provided. We believe in maintaining high ethical standards and try our best to provide the services with utmost integrity.

Kshama Upadhyaya

Kshama Upadhyaya possesses over 10 years of experience in accounting, tax and reporting roles. Kshama started her journey as an accounting student of a renowned Sydney university (UTS). She started working as a tax accountant with a local firm where she gained valuable experience in tax compliance work. She applies her strong technical background in providing tax and compliance services to the client. The clients love to work with her due to her easy going personality.

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