Dallas Taylor
“For any business to be successful, you must have the right people around you. And it helps if they’re very good at what they do. Wilson Pateras is invaluable when it comes to accounting.”
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Personal Services
Wilson Pateras is a full-service accounting firm that provides accounting and financial services to executives and high net worth individuals. Backed by extensive experience and quality work, our accountants will help build your financial future.
Personal Tax
Wilson Pateras’ experienced Melbourne tax accountants can help to legally minimise your tax. We will provide you with tailored advice based on your specific financial goals and requirements, either as a business or as an individual.
Tax Planning
If your income has increased or decreased in the last financial year, your tax bill will be affected. Wilson Pateras’ tax compliance accountants will also incorporate any budgetary changes into tax planning for you and/or your business.
Family Groups
Family groups often face high tax liabilities due to complex financial arrangements including various assets, business interests, and superannuation funds. Through strategic planning and by leveraging all available tax benefits, we can help structure a financial model that minimises these liabilities and delivers more favourable financial outcomes.
Estate Planning
While planning for your death may seem uncomfortable, it is a crucial part of life and securing your legacy. We can assist you in structuring and organising your financial affairs and help you make the necessary preparations to ensure your estate is distributed according to your wishes.
Personal Lending
Our mortgage broker at Wilson Pateras will work with you on whatever finance needs you have, should it be purchasing your first home, your next investment property or a cash flow facility for your business.
Philanthropy
If you want to make a positive community impact, we can help structure your charitable contributions to best support worthy causes whilst benefiting your financial position.
Case studies
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Emma Warren
“Wilson Pateras are always on top of the legislation and will let me know when there are changes in requirements and obligations. They’re very helpful in letting me know about deductions and notify me when deadlines are looming.”
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Josie Curatolo
“Wilson Pateras are really approachable. If I’ve got questions I can call. I don’t feel silly when something isn’t quite working on my end and they tell me another way to do it, or I’ll suggest something and they’ll say yes.”
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Nicole Bowden
“Wilson Pateras have been understanding, professional, approachable, timely, friendly, supportive and, from the outset, it has felt as though we are a team working together to the common goal of growing the Victorian Hearing business.”
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