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Financial & Tax Planning in Perth


Hi Neighbors;

Whilst I get around to browsing the forums - I wanted to toss out this query and am seeking recommendations from folks who have used a local (or US or Australian based) firm that...

- has experience in filing US & Australian Tax Returns
- Financial & Retirement Planning

My employer (IBM Protected content firm, btw!) - has been preparing my taxes via E&Y for the past 8 years; but - shortly I'll be "localised" and will need to find a local finance/tax firm to continue preparing, providing tax guidance, and filing our returns in both countries.

My partner and I were married in Dec Protected content 18 years of being domestic partners); so now have the added complexity of filing our returns as "Married" in the US; and I'm not quire sure what we'll be filing for in Oz...

Thus - word of mouth and personal experience rate high in my books - so - seeking folks who may have an awesome financial and/or tax specialist/company they'd like to refer/recommend.

Thanks for any assistance!

Perth Forum

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