Accounting Business for Accountants | Tax Agent License Pathway

CPA / CA Qualified?  Passionate in helping clients? 

Let's empower your dream with wings!

  • Build your own accounting firm. 

  • Enjoy the equity and capital you work hard for. 

  • Learn taxation and accounting skills from experienced professionals. 

  • Learn financial planning methods to manage wealth. 

  • Tax Ideas is your career, profession and also a hobby. 
  • Supported by a team who priorities your best interest.

Xero wrote an article on our successful story. 

Erin Smith
Xero

Panbo Ye is a chartered accountant and founder of Tax Ideas, a team of specialists who aim to make tax more meaningful for their clients.

Underpinned by the latest cloud accounting technology, Panbo’s business has built into one with 800 individual and business clients, six staff, and two offices in less than two years – and transformed his firm’s approach to end of financial year. Read more...

 

What's included?

  • Initial training on technical and soft skills
  • Full software licenses
  • Tax agent support
  • Monthly seminars
  • Firm templates
  • Website
  • Office space in North Sydney 
  • Delegated telephone number and email
  • Delegated receptionist / admin staff
  • & more

Frequently Asked Questions

  • What training do I get?
    • 50 hours initial technical and soft skills training
  • What is the level of on-going support & education?
    • Monthly seminars and pair buddy support on all your technical and marketing needs
  • Is there an exclusive territory?
    • There is no exclusive territory. So you can expand your business without limitation. However, we have a non-competition deed in place.
  • Who does the marketing?
    • You will conduct marketing with our assistance. 
  • What is the initical fees?
    • $55,000 (Incl. GST)

Frequently Asked Questions

  • What are the on-going fees?
    • $990 (include GST) per month flat monthly license fee. 
  • Who sets the Key Performance Indicators?
    • You set KPI with our assistance. 
  • Do I get education, supervision and lodgement services to be registered BAS Agent & Tax Agent?
    • Yes, you will be educated, supervised on all lodgements. And it is essential journey to become a BAS or Tax Agent.
  • Registered Tax Agent status?
    • We are registered tax agent and we will help you on the journey. 
  • What ethical values dominate?
    • We are working on client's best interest in all circumstances. You are also becoming our ally client once you join the family.
  • Tenure in the system? 5 v 7 v 10 years?
    • There is no binding contract terms. We believe in happy ally stay forever. 

Frequently Asked Questions

  • Who owns the client?
    • You own client 100%. That is the reason we are NOT franchise but licensee system
  • Do I get regular updates to pass on to clients?
    • Yes, you are getting regular email updates to pass to your clients. Full CRM system will be provided to you.
  • What does the technology & software cost?
    • You will be provided cloud server and it is included in monthly fees.
  • Is the system “written once, used forever” or undergoing constant improvement?
    • All our system are cloud based and always updated. 
  • What is the culture?
    • We have support office in North Sydney (not a head office)