About Us
Lopez Partners
Certified Practising Accountants
We work closely with our clients to transfer knowledge and solutions to enhance the performance of your business. Our goal is to empower small business people, superannuation fund trustees and taxpayers by introducing them to and helping them with accountancy, taxation and financial tools and solutions. Am I spending too much time on administrative and accounting tasks? Does the solution to this always have to be, working even more hours, in the evening, to catch up on all the administration, hiring a bookkeeper and/or getting more compliance help and services from an accountant? There is another way!
What is this other way?
It is all about learning simple tools and making use of automation. If you run a small business or an SMSF having good administration skills is hardly a bad thing. If you are good at administration you will find it easier to deal with government departments, other businesses, banks, their forms and their systems. The start point for all this must be your own financial affairs.
So:- Accounting automation: can someone guide me on how I can set up an accounting system where I do not have to code and process bank statements, reconcile bank accounts or key in creditor invoices anymore?
- Finding my paperwork: can someone show me a simple low-cost way that can help me with paperwork. How do I slash the time I always spend filing and finding my documents?
- A little help from my family or friends: I want to work with an accountant where I can do all the basic processing. I have a spouse, child, or a friend who I think can assist me.
- What is the best way to get them involved? What simple systems and solutions can I access to make it work?
- I wish someone would show me how to do my BAS return. I would like a checklist so that even though I am not a trained accountant or a bookkeeper I can prepare and lodge my own BAS with ease.
Meet The Team
Aleksandra Kuzet
Christina Iemma
Arif Khandwalla
Robert Lopez
Lisa Parker
Lisa Weston
Sarah Palekar
Joane Javier
Information we are required to Disclose to You
As Tax Agents our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
- Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following: None Applicable
- The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
- If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Aleksandra Kuzet - Partner by email. Your complaint will be investigated by Partner. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
Start Improving Your Business Today
We invest the time in getting to know your business and there is no one size fits all approach. Each of our clients receive a bespoke service specific to the needs of their business, whether that be at what you do now, or helping you grow for the future.
LOPEZ PARTNERS
As your accounting partner, we care for your business!