Become a Tax Agent
_____________________

You are a CPA / CA and keen to become a tax agent!

Your choice is to build your own practice and maintain your freedom. But that doesn’t mean you stand alone. Our Ideas Allied Partners solutions division, Associated Accounting Practices, supports your freedom through tailored services, power in community and strength in talents. 

Build up your accounting brand with tax lodgement capacities. We are your partners as the supervising tax agent and allied referral networks. 

If you are a tax agent and seeking to join us as an Allied Partner, please click here!

It's the time to

Our values and core beliefs

  • Our people are enthusiastic, positive and take ownership of what they do.
  • Our clients appreciate the value of knowledge and respect quality advice.
  • Our firms enables our people and clients to achieve their goals with ideas and commitments.
  • Our philosophy is to achieve an outstanding result with the collaboration of multiple ‘Ideas Partners and Firms’.

Express your interest here

Why Join Us?

Please use your computer for a better interactive experience. 

Panbo Ye
FCPA | SSA | AFA | CMA | RTA | MBA | ADFP | JP

Panbo Ye founded Tax Ideas Accountants & Advisers in 2016 with 0 client and 0 fee income. It's not an easy journey to start a business. He's been working 16 hours a day for 7 days just to survive in the first year. There are lots of noises and barriers, and focus is always an issue. Esther Gu joined Tax Ideas as a partner in 2018 and took over most tax related tasks, so Panbo could focus on perfecting the Ideas systems and offerings. He becomes a financial adviser in 2017 and started Planning Ideas. Today, The Ideas has 4 locations, 12 professoinals and almost 2,000 clients.

Gain Powerful
Ideas
, start a New Journey

We provide accounting, financial planning and support services to help you start your next journey.

Connect Clients

Think Tank

Business Hub

Technology

Connect Clients
You are an accountant love what you do. Let the professionals take care of the rest.

Before you can do your job, it takes a marketer to push the brand messages; depends on the message, the right clients will be attracted to the firm; with days or even years of consideration and negotiation, the practice manager will start onboarding process and create a workflow; the job is assigned and lodged, but it is not the end. Customer service team will ensure the clients are engaged and taken care all the time using a CRM (they can be expensive). So the accountants are happy, so do the clients. Yeah, lots of efforts!

Have an own client base

Connect Clients

Just like our blood types, you can't match to all clients. We connect you with the right clients.

Think Tank
You have learnt knowledge at college, applied in your jobs, let's consolidate them together with Ideas!

No one can be an expert in all areas, and even an expert will need an enlightenment. Join the Ideas Family, so you can use our ideas and expertise, and we can use yours. Guess who the winner is? Yes, all of us, the accountants; the advisers; and the clients.

Let's share ideas and brainstorm

Think Tank

Now you know why we are The Ideas! Tax Ideas | Planning Ideas | Insurance Ideas | Finance Ideas | What's next idea?

Business Hub
We have all you need so you can be an Ideas Partner.

Office place, admin support, telephone lines, graduate to senior accountants, HR, IT support, etc. Pursue only your dream, we have solutions to all barriers.

A built network available now

Business Hub

An office? A desk? A conference room? Or mortgage brokers? Financial Advisers? Bank relationships? Yes, we have them all here.

Technology
Technology is everywhere nowadays, we love the cloud and have all our systems on the cloud.

The entry level of the accounting softwares can be expensives. For example, receipt bank itself cost $695 / month and Class system starts from $550 / month, and also Microsoft cloud; CCH iKnow etc. A efficient cloud accounting firm is paying more than $8,000 a month for its systems and it's only the entry levels.

Cloud is the future

Technology

We take away the entry barriers.

Slider

Why Are We Different?

It is Your Own Brand, with Our Ideas Engine!

We share Your Risks, You share Our Success!

 

Frequently Asked Questions

tax ideas

No, Tax Ideas is not a franchise system. You are a cash cow to most of accounting franchise systems, which the franchisor is the true winner. At Tax Ideas, you are an equal partner. We share your risks, and you share our success. 

The steps

  1. You setup your accounting firm and we will become your supervising tax agent. 
  2. With our guidance, you will setup the accounting systems for lodgement and management. 
  3. We become your mentor in supervising the tax lodgement. 

The Requirements:

  • To engage the Ideas Engine, you are a CA / CPA with 5 years + accounting experience. 

Ideas Engine Basics: We will become your supervising tax agent and review your tax lodgements. 

Ideas Engine Plus: Basics + Initial Training + Monthly Tax Training + Business Mentor

Ideas Engine Basics: $5,500 initial fee + $990 per month.  

Ideas Engine Plus: $8,800 initial fee + $1,210 per month

You will be eligibal to join us as an Ideas Allied Partner. Talk to us to find more. 

Why Do We Do It?

We have layed the foundation, now it’s the time to build a kingdom together. 

Ideas Clients are the winner of the Allied Partner arrangement. Different from employees, as the partners (you), are working for yourselves, you would give 100% to your clients. It creates a better client-focused culture at Tax Ideas.  

Allied Partners (you) are the winner as you are now working for yourself and build a client list of yours. As an accountant, the clients’ list is on your balance sheet. You are no longer a figure on payroll, but an accounting firm partner, a business owner. 

Contact Us today for further information

[email protected] or 02 8318 1545