We love accounting, anything to do with numbers and helping your business succeed. Not everyone is accountant (and we know that you may not love numbers as much as we do!) – We take the time to help our clients understand our advice and explain important matters; we will help you find clarity with complex matters. We aim to provide proactive advice and exceptional service to all of our clients if you are a start-up, somewhere in the middle or the big end of business, we can help you. We ensure your tax compliance work is handled in a manner that guarantees you dont have to worry about it. Our team keep abreast of the latest technical developments, so you can rest assured you are receiving the right advice.
Sarah Wallace, CPA
Wallace Partners was created from a vision of the director Sarah Wallace to help small business – by creating a tax and accounting practice that provides exceptional service, values it clients and employees, and understands the stressful environment business owners operate in on a day to day basis.
Sarah has had over 15 years of experience and her main areas of expertise are:
- Business Advice
- Structuring (which legal structure is right for you?)
- Business Improvement and Systems
- Self Managed Superannuation Funds
- Tax Minimisation Strategies
- Business Development and Analysis
- QBCC Licensing
- Assisting her clients understand the complexities of the taxation and business in an everyday and friendly manner.
- Tax Agent
- Public Practice Certificate Holder
- Bachelor of Business with a commercial computing and accounting major.
I love to find opportunities for clients – saving tax, identifying a new growth area or fixing a potential problem before it becomes critical. Its very important to me that my clients have a solid understanding of their own business and understand how to read a profit and loss statement, and are monitoring their business regularly
A favourite task for me would be working on a clients budget and complex break-even and productivity analyses , structuring is also rewarding – especially sitting down with a client and explaining the advantages and disadvantages of the most complex structures
In my personal time, I enjoy bike riding, walking my dog Ollie, reading and learning to play the piano
The Accounting Team
Samantha Landon, CPA, Client Manager
Samantha is a degree qualified accountant, CPA, and Tax Agent. She is our most senior accountant, and is available to help you with your taxation queries and advice as needed.
Samantha can assist you with:
- Client Management & Queries
- Tax Advice
- GST Advice
- ATO Queries
- Self-Managed Superannuation Fund Administration
- Second in command to Sarah Wallace
Kayleigh Pierce, Accountant
Kayleigh is our newest team member, she is ready to help you with bookkeeping queries, ATO payment plans, tax returns and financial statements.
Kayleigh can help you with
- ATO Queries
- MYOB Assistance
The Support Team
Ben Wallace, Marketing and Systems Officer
Ben works in the business Monday to Thursday, 10am – 5pm, he can help you with any administration queries, our client portal and signing documents:
- Client Appointment Bookings
- Wallace Partners Client Portal Queries
- Document Retrieval (Copies of Document Requests)
- General Queries
- Administration Queries
Laura Freeman, Client Services
Laura is one of our newest team members, and works Monday – Friday 8am – 12pm and can help with
- Copies of Document Requests
- Administration requests