JOE ORAM & ASSOCIATES
ACCOUNTANTS & TAX AGENT
TAX RETURNS
Individual, Business, Trusts, Super Funds, Rental Properties, Primary Productions.
TAILORING ACCOUNTING SOLUTIONS TO SUIT YOUR NEEDS
Whether it’s streamlining BAS preparation and lodgement, ensuring the best possible outcome for your business with taxation and superannuation planning advice, or the set-up of companies and trusts for primary producers, individuals or families, the team at Joe Oram and Associates can assist you.
TAX ADVICE AND PLANNING
Including BAS preparation with our registered Tax Agents.
BUSINESS SETUP
Including Company/Trust/Partnership/Sole Trader/Superfund set up plus GST & ABN applications.
Our Recent
It’s That Time of Year Again!
Can someone please tell me where the first 6 months of 2021 have gone? I can’t believe we have started the new financial year already!
As keen as we are to prepare your tax return, before we lodge your return we need to make sure your income and private health insurance information is ‘TAX READY’ with the ATO.
Your employer has been give an extension by the ATO to have your income information marked as ‘TAX READY’ by 31st July, however they may have done this already.
When you call our office to make an appointment we can check this information for you, alternatively MyGov will show you if this information is ready and available.
To avoid any possible delay in receiving your tax refund it is best to wait until you have access to all of your income information, be it employer income, shares/dividend annual statements, managed fund annual statements.
We also have a QR Code for you to scan when you arrive.
Don’t just take our word for it
OUR CLIENT EXPERIENCES
Joe Oram and Associates have been attending to our business and personal tax needs for the last 7 years. The staff have always been willing to go the extra mile and attend to queries professionally and promptly. We have peace of mind knowing that all ATO requirements are being met. Thank you team for your ongoing support and service.
We have found Mandy and her Team to be professional, well organised, very capable and friendly. They have provided accounting services for our business PROPER JOB as well as other entities. They have always been available to provide other support from time to time, and are quick to respond to any queries we may have with regards to the operation of our business.
Our association with Joe Oram’s accountant has been for well over 10 years. In this time they have handled my private and business accounts in a professional and timely manner.
We find them very approachable and understanding. I have no hesitation in recommending them to anyone who is looking for a honest and hard working accounting firm.
We’ve been with Joe Oram & Associates for a number of years and have found their friendliness, professionalism, reliability and accounting advice and knowledge 2nd to none. Not only that, my fees have reduced as well. Nothing is too much trouble for Mandy and the team and they are only a phone call away, should I need urgent advice.
Mandy & her team from Joe Oram & Associates have been looking after me for a number of years now. Their professionalism, service & dedication to me as a client is what keeps me coming back year after year, and why I have no hesitation to recommend them to anyone looking for an Accountant.
MEET THE TEAM
The new, expanded team at Joe Oram & Associates are looking forward to continuing to work with existing clients as well as welcoming new clients with our increased capacity.
Amanda Wallace
Accountant
I graduated with my Bachelor of Business back in 2004, but only started working in the tax accounting field in 2006 after taking a bit of a working gap year after my university graduation. Since starting in the Tax Accounting field, I tried my hand at Management Accounting for two years between 2011 and 2013, before ultimately realising that Taxation Accounting is where my passion lies.
At this time, the former business owner, Joe Oram, was looking to hire another accountant, so I applied for the position and was successful, starting in June 2013 with the firm. During 2014 Joe decided that he would like to retire from accounting and follow his passion in farming. At this point in time he offered me the opportunity to purchase the business from him. It was an offer I could not pass up. In October 2014 the business sale was finalised and I haven’t looked back!
Joe Oram & Associates Owner
since 2014
I am really fortunate to be supported by an amazing team who help make sure the business runs smoothly so we can all look after our fantastic clients every day. Without them being willing to sacrifice time away from their families, I would not be able to do what I do, and keep a smile on my face.
Prior to working as an accountant I have worked a variety of roles in fast food, cafes, retail and the tourism industries, all of which gave me a set of skills that have helped me in my role as an accountant today.
Michelle Drever
Accountant
I graduated from CQ University in September 2008 after completing a Bachelor of Business (Accounting). After graduating, I began working at a local accounting firm and worked there until June 2014.
During this time, I worked with Mandy and met different staff and clients. I was able to have the opportunity to meet clients that ran small businesses, to clients that operated large enterprises, some even having multiple large businesses.
After having a year off on maternity leave with my beautiful daughter, I came to realise there is more to life than just work. I decided that it was time for change in focus and sought different employment options. After hearing about Mandy purchasing the business I approached her to see if she would be able to offer me a position.
Mandy and her team, were able to offer me the flexibility of work hours and days, relaxed working environment and a less stressful workload. I am now a working mother of three beautiful children that I get to see grow up and not miss the important milestones and achievements that will occur, whilst working 3 days a week.
The decision to join Mandy and the team at Joe Oram & Associates in June 2015 is one that I don’t regret.
Michelle Taylor
CPA Accountant
I graduated from University in 2002 with a Bachelor of (Business Accountancy). From there onwards I have worked in various accounting firms as a tax accountant.
I became a CPA (Certified Practicing Accountant) in 2012, achieving a high distinction in Taxation.
The thing I like most about my job here at Joe Oram and Associates is the one on one client contact. You get to meet a wide variety of people and there is nothing more satisfying than gaining the trust and confidence from clients.
I perform a wide variety of tasks here at Joe Oram and Associates, including assistance with setting up bookkeeping/accounting needs (whether it be a computerised or a manual system), taxation obligations and all necessary compliance needs throughout the year.
I have gained a wide variety of experience using various computerised accounting software packages including; Xero, Reckon (Quickbooks), MYOB, Cashflow manager and their online substitutes, to name a few.
I was born and raised in Biloela, being local to the area all my life. I even get the pleasure of seeing clients that I haven’t seen since my high school days. It’s surprising how many Biloela clients come into Joe Oram and Associates for their taxation needs.
I starting working at Joe Oram and Associates in May 2016 and haven’t looked back. Mandy Wallace (the business owner) and fellow staff members are wonderful to work with. There is a real “family vibe” in the office, with a relaxed and friendly environment.
I look forward to meeting many new clients in the future…..
Lisa Grey
Office Manager
I joined Joe Oram & Associates in 2011, and have seen the restructuring of the business after Joe and Helen retired and sold the business to Mandy in 2014.
After a few years as a Receptionist in a job share role, the full time position of Office Manager was offered to me when Mandy took over,which I gladly accepted.
I enjoy the work environment here, with our different personalities we have many laughs and like to keep the atmosphere friendly and casual with our clients. Mandy is very mindful when it comes to creating an environment that has a healthy work / life balance, considering the majority of us are working mums the flexibility Mandy affords us is greatly appreciated, and is one of the major bonuses of working here.
Coralie Wood
Customer Service Officer
I commenced part time employment with the Joe Oram and Associates team in February 2013 in a job share position as an administration assistant. Our office had a smooth transition when Mandy Wallace purchased the business from Joe Oram in 2014.
Throughout my working life I have enjoyed working in a professional office environment with a variety of responsibilities and tasks offered. I have the benefit of working with our friendly team of co-workers. It is a pleasure being the first point of contact for our clients and to assist them with their taxation needs.
After leaving school I began working full time as an Office Junior and Receptionist for a local Solicitors’ office. Within 12 months I had commenced working as a legal secretary. I worked for two Solicitors firms over a period of approximately 9 years. I then commenced part time work as a secretary for a local valuation firm for approximately 12 years. I have over 20 years experience as an administration officer and I am fortunate in that I have enjoyed all my positions in a variety of offices during my working life.
Kris Riley
Customer Service Officer
Recently joining the Joe Oram & Associates team in early 2021, I benefit from working in a job share reception position, providing me with a very healthy work/life balance. Mandy is a wonderfully accommodating employer, nurturing the needs of her employees who are all dedicated working mums.
Since completing my Advanced Certificate in Office Administration 30 years ago in Sydney, my administration career has seen me further develop these skills in numerous professional enterprises including Medical & Legal, to large global mining corporations.
I moved to beautiful Tannum Sands 20 years ago and during the last couple of decades whilst raising my children, I also went on to achieve a successful 15 year Real Estate career in all aspects of Sales, Property Management and general administration.
I decided to take a small break from the corporate world for a year to run my own home business which was quite successful, however I found myself missing the daily interactions with my colleagues and clientele, along with the stimulation and personal satisfaction my working environment provides me.
I consider myself very fortunate to be working with Mandy (business owner) and the team at Joe Oram & Associates. We are all so different yet each of our personalities complement one another, making it a very relaxed, enjoyable and professionally fulfilling environment to work in.
TAX AGENT
