Optio Accountants is a suburban accountancy firm and registered tax agent providing both personal and business taxation and accounting services in Brisbane QLD and surrounding areas.
Optio Accountants is a merge of clients from Heitax and Chesterfield Accountants. Heitax operated as a mobile accounting and tax practice located in North West Brisbane. The firm was established in July 2010 to provide accounting and taxation services to individuals and small businesses. This followed on from operating a similar practice from an office located at Everton Park for over ten years and also providing mobile accounting services for five years prior to that.
Chesterfield Accountants came from the Chesterfield Group Pty Ltd practice originally established by Louise Cox and others to provide accounting and business law services. Over the past few years, Chesterfield Group Pty Ltd has evolved into several different directions. Chesterfield Accountants continued to be contact for the accounting clients of the group. Optio Accountants will continue to provide the accounting support and contact for the former accounting arm of Chesterfield Group Pty Ltd.
Optio Accountants aims to provide services and practical advice at a realistic cost. For individuals it may mean a straight forward tax return completed quickly at a reasonable price. For business operators, we aim to provide sound and practical advice on a timely basis. The team at Optio Accountants are well aware of the need to provide cost-effective solutions and will tailor a solution to suit your needs. Our fees are based on the service provided and our policy is to bill on completion of the work and we expect payment of our invoice prior to lodgment of your return.
Optio Accountants has a diverse range of clients and has helped many small businesses grow and achieve success over the years. It is our aim to continue to provide friendly professional accounting and taxation services to our cleints with the emphasis on building a strong relationship based on trust and understanding. Even though we are not financial planners, we have access to a team of trusted advisors to meet your financial needs that are outside our range of services. Our office is conveniently located at 8/53 Monash Road, Tarragindi QLD with convenient street parking. We have a range of digital options for clients who find it difficult to come to our office. We are flexible and prepared to meet clients and business operators at mutually convenient places and times to suit your needs.
As a member of the Institute of Public Accountants and the National Tax and Accountants' Association, we pride ourselves in upholding their high levels of professional standards.
Optio Principalis: Barry Heit (Senior Accountant)
Barry has over 35 years’ experience in the financial industry. After working for one of the big four banks for 15 years, he changed direction to the taxation and accounting advisory and compliance field. For the over 20 years, Barry has been providing taxation and accounting services to individuals and small business entities both in office and through mobile home visits.
Optio Candidatus: Scott Zhang (Assistant Accountant)
Scott fulfills the role of assistant accountant and is directly involved in the processing of client data and the preparation client returns and files. He has had experience in a variety of business roles as well as working for other small accounting firms.
Optio Custodiarum: Hellen Liu (Administration Assistant)
Hellen fills the important support role for our accountants. She covers our back office administration needs as well as providing additional client support.
Optio Tribuni: Louise Cox (Consulting Adviser)
Louise undertakes the role of an advising consultant. Her vast experience in taxation and legal provides her with the skills to provide advice in taxation and commercial matters. Whilst not being involved in the day to day operations, she is available when required to provide advice on various specialised matters.
(Current as at June 2019)
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