What is our ‘edge’ over other firms?

1. We ascertain your financial requirements and we agree to a fixed price for our total service. Our rates are 30% – 50% lower than other accountants and tax agents.
2. We come to you at a time convenient to you.  We do not operate 9.00am – 5.00pm. You do not need to spend your precious time travelling to us.  We can provide and discuss your tax during your lunch break.  We understand how you work and your busy schedule.  We work as hard for your financial success as you do.
3. We provide the best and unbeatable rates for your Insurances, Leasing, Mortgages and General Insurances.  We achieve this best rate by returning the majority of referral fees to achieve the best premium for you.
4. We see ourselves as an integral part of your operation and we work hard in advising you in taking the path to financial success. We are proactive rather than reactive to your needs. We present you with options well prior to the end of the financial year.
5. Personal attention.  You will not be a number and you will be cared for as if you were the only client of our firm.

What services do we offer?

We will provide an affordable and a personalised financial service to doctors.  We come to your workplace and discuss your needs.  We treat your tax compliance and tax planning work with the same importance as we would our own. We provide a ‘one-stop’ financial service.

Why wouldn’t you meet with us?

Our first interview to discuss your needs and financial health is ‘cost free’.  There is no pressure.

Who are we?

‘Tax for Doctors’ is lead by Michael Gallagher who is a Registered Tax Agent and who holds a Masters Degree in Taxation Law from the ATAX Law School from the University of New South
Wales. Michael holds teaching and financial planning qualifications. Michael is a member of many professional associations including the Institute of Public Accountants and the National Tax and Accountants Association. Michael lectures and coordinates Taxation Law at a post graduate level for a Queensland based university. Michael has constructed materials and delivered courses in the superannuation area. Michael has 35 years experience in the accountancy, superannuation and taxation fields.

‘Tax for Doctors’ team is headed by Sean Kelly who is a registered tax agent and has held senior Taxation and HR positions during his career. Sean ensures that all compliance work is completed in a timely and proficient manner.

We believe that the cornerstone to your success is ‘not to let financial matters slip’ and to ensure that you “keep the government happy”. It is useless building wealth to find that you have been placed into a tax avoidance arrangement which is accordingly annihilated by the Tax Office.  Your wealth will disappear in the pursuing legal costs, short-fall in tax payments, penalties and interest.  Deferral and planning to save for tax is the key to tax planning.

‘Tax for Doctors’ works within the spirit of the law in its taxation advice so there is never a problem with ‘come back’ from the Taxation Office.  We have different strategies for doctors dependent upon your current position in life whether you are student doctor or a principal in a Medical practice.

Michael interviews all doctors personally to ascertain their needs. Doctors’ needs may vary from a tax return only to a full financial plan including a risk profile, ‘fact finding’ exercise, cash flow budget and full Statement of Advice.

Michael holds a Diploma of Financial Planning and works in association with InterPrac Financial Planning Pty Ltd that holds an Australian Financial Services Licence.( AFSL: 246638 ) and an Australian Credit Licence. (ACL: 388051) to ensure that your needs are met in the areas of Financial Planning, Insurances, Leasing, Vehicle and Equipment finance, Mortgages and General Insurance.

‘Tax for Doctors’guarantees to be the most affordable provider of these services. We return referral fees to meet this commitment.

What are your needs?

Your needs will depend upon your current status. Are you?

• Owner and Non-Owner doctor
• Employee Doctor
• Doctor in Training
• Younger doctor
• Middle age doctor
• Older doctor

We have strategies for your financial health depending upon which of the above statuses applies to you.

Achieving financial security is a greater challenge than ever. Success depends on making careful choices while building solid strategies to support your long term goals

What happens when you contact us?

‘Tax for Doctors’ will forward an immediate automated response to acknowledge your contact.
‘Tax for Doctors’ will contact you within 24 hours to discuss an appointment time convenient to you.
‘Tax for Doctors’ will forward a fact finding short questionnaire to assist with our initial interview.