We required an accountant with skills and experience in small business, self managed super funds and personal income tax, who provided client focused service, demonstrated attention to detail and was proactive rather than reactive in their approach.
Hillview explained the benefits of having a trust as the shareholder of our business. They executed strategies including facilitating an off-market property transfer between related parties, accessing an off-set loan secured against investment properties to tax effectively contribute to our SMSF and demonstrated the efficiencies of switching to cloud based accounting software Xero.
Hillview have been proactive in facilitating strategy reviews and offer quick turnaround times in processing annual accounts and superannuation returns. We have already recommend Hillview to our network of friends, colleagues and family and will continue to do so.
Thank you very much for taking the time to think outside the box when you realised that I was to receive a substantial fully franked dividend that would take my tax outside of its normal boundaries and with your ideas saving me a considerable amount of taxation whilst still being 100% legal.
Further thank you also for suggesting the savings other of my family members (that are not your clients) would make through the suggested actions being also followed by them.
I am most grateful that all this came about through your own volition and without my request that in effect makes it a direct saving and no cost benefit we have gained through being involved with your company.
Gary A from Darlington
We first engaged the services of Michael Lutz at Hillview Taxation & Business solutions in 2013 as we were not satisfied with the service from our previous taxation agent who had grown and lost perspective of the client being an individual with specific needs and circumstances.
From our initial contact with Michael to the present we have been impressed with his professional manner. He demonstrates a personal and genuine interest in us and management of our finances.
We have every confidence that our tax returns have been completed accurately and honestly. Michael is well informed and keeps himself up to date with changes within the taxation system.
He has navigated us competently through some complicated taxation issues and we would not hesitate to recommend the services of Hillview Taxation and Business Solutions
Rick & Fran