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CASE STUDY 1

CASE STUDY 1
THE CLIENT

Our client is Managing Director of a firm in the engineering industry, with offices nationally. He also owns a property investment partnership.

THE CHALLENGE

In 2016, our client came under the scrutiny of the Australian Tax Office (ATO) through no fault of his own – as a result of poor advice by his previous accountant. The client required a new firm to manage and finalise a very complex tax audit process, negotiate with the ATO and achieve the best possible outcome for him.

WHAT THE CLIENT SAYS:

“Living though an ATO tax audit for two-and-a-half years was incredibly stressful. I had a lot of anxiety around the outcome, it felt like a bottomless pit of money and took up hours of my time each day. It was a major distraction from my commercial activities.”

“I chose Kreston Stanley Williamson to take over the final stages of the audit because I was comfortable that they had the resources and expertise to resolve my tax issues. Just as importantly, I was confident they could support me and my diverse business interests in the long-term as my new accountant.”

“They immediately took over negotiations with the Australian Tax Office, and recommended and managed an excellent, specialist tax lawyer too. They had a good understanding of the issues, the objectives of the ATO and they took confrontation away from the process. And they were completely dedicated to achieving the right outcome for me, resolving the issues quickly.”

“The outcome was better than I had expected.  I ended up paying far less than might otherwise have been the case.”

“It was a massive relief. My positivity had taken a beating during the tax audit – I finally felt energy return to my life. Most importantly it put the audit distraction behind me so as I could again focus on my family and commercial activities – the things that I care about and that really matter.”

“Since then, Kreston Stanley Williamson have become my trusted advisors. They help me with everything from my statutory obligations to company acquisitions, setting up new companies, reporting on my many businesses, and of course tax advice.”

“I was impressed with how quickly they got a handle on all my commercial affairs, which I’d been worried about. And they really understand what’s important to me, namely meeting my statutory obligations with the confidence I am doing the right thing, not pushing boundaries, and making sure that my interests are protected.”

“They are meticulous about detail and often pick up things I’d never see. For example, there were some shares I thought I’d sold which appeared on my balance sheet. Instead of writing those shares off, they investigated and discovered I still own them.”

“This high level of service is consistent. I enjoy working with Kreston Stanley Williamson and feel like I’m in very safe hands.”

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