Oak Accounting Partners is a CPA practice offering accounting, tax, and financial services. It is seeking BAS agents to join its tax association program. Associates would continue serving their existing BAS clients while Oak Accounting handles associated tax return preparation. Associates would receive 50% commission on tax fees and have access to checklists and resources to facilitate tax services. There are no monthly fees for associates and pricing for tax return preparation starts from $110 for individuals.

1. And Welcome to Oak Accounting PartnersAnd Welcome to Oak Accounting Partners
Congratulations!Congratulations!

2. Who are we?Who are we?
andand
What do we offer?What do we offer?

3. Oak Accounting PartnersOak Accounting Partners
Oak Accounting Services Pty LtdOak Accounting Services Pty Ltd
Registered tax agent#24713579Registered tax agent#24713579
Allen Zheng CPA, Managing DirectorAllen Zheng CPA, Managing Director
www.oakaccounting.com.auwww.oakaccounting.com.au
Oak Accounting Partners
is a CPA practice

4. Licensed mortgage brokerLicensed mortgage broker
Member of Finance BrokersMember of Finance Brokers
Association of Australia Ltd (FBAA)Association of Australia Ltd (FBAA)
Oak Mortgage andOak Mortgage and
FinanceFinance

5.  CPA members with full CPA public practiceCPA members with full CPA public practice
licenses (Allen Zheng CPA and Renelo Pequelicenses (Allen Zheng CPA and Renelo Peque
CPA)CPA)
 Registered tax agent (#24713579)Registered tax agent (#24713579)
 Liability limited by a scheme approved underLiability limited by a scheme approved under
Professional Standards LegislationProfessional Standards Legislation
Oak Accounting Partners credentialsOak Accounting Partners credentials

6. CredentialsCredentials
 Highly qualified (Masters and bachelors degrees)Highly qualified (Masters and bachelors degrees)
 Members of CPA AustraliaMembers of CPA Australia
 Licensed to engage in public practice by CPALicensed to engage in public practice by CPA
AustraliaAustralia
 Registered tax agentRegistered tax agent
 Licensed mortgage brokerLicensed mortgage broker
 Member of Finance Broker Association ofMember of Finance Broker Association of
Australia Ltd (FBAA)Australia Ltd (FBAA)

7. Your PresenterYour Presenter
RENELO PEQUE CPARENELO PEQUE CPA
Position:Position:
 Tax and Business Development Manager - Oak AccountingTax and Business Development Manager - Oak Accounting
PartnersPartners
 Director – Renelo Peque Consulting Pty LtdDirector – Renelo Peque Consulting Pty Ltd
Qualifications:Qualifications:
 Certified Practising Accountant (CPA)Certified Practising Accountant (CPA)
 Author:Author: How to Do Your Own BAS and Save Thousands in FeesHow to Do Your Own BAS and Save Thousands in Fees
released in 2014released in 2014

8. Your PresenterYour Presenter
RENELO PEQUE CPARENELO PEQUE CPA
Qualifications:Qualifications:
Accounting bridging courses - The University of MelbourneAccounting bridging courses - The University of Melbourne
Business Information Systems Degree – The University ofBusiness Information Systems Degree – The University of
MelbourneMelbourne
Master of Taxation (in progress) - The University of MelbourneMaster of Taxation (in progress) - The University of Melbourne

9. Our goal is to expand to five major cities inOur goal is to expand to five major cities in
Australia (Melbourne, Sydney, Brisbane,Australia (Melbourne, Sydney, Brisbane,
Perth and Adelaide)Perth and Adelaide)
Oak Accounting PartnersOak Accounting Partners

10. This means we are looking for pioneers whoThis means we are looking for pioneers who
are eager to associate with usare eager to associate with us
In return we offer excellent commission rateIn return we offer excellent commission rate
Oak Accounting PartnersOak Accounting Partners

11. Tax AssociationTax Association
(for BAS agents)(for BAS agents)
Oak Accounting PartnersOak Accounting Partners

12. Your designation will be:Your designation will be:
Tax AssociateTax Associate

13. What is so special about thisWhat is so special about this
association?association?
• This is specifically created for BAS agentsThis is specifically created for BAS agents
• You keep the way you do business with yourYou keep the way you do business with your
clientsclients
• You can start offering new tax services to yourYou can start offering new tax services to your
existing business clientsexisting business clients
• This means you can start to provide the fullThis means you can start to provide the full
accounting and tax package to your clients andaccounting and tax package to your clients and
we do the taxation part of itwe do the taxation part of it

14. What is so special about thisWhat is so special about this
association?association?
• We provide you checklist of tax informationWe provide you checklist of tax information
you need from the client to enable us toyou need from the client to enable us to
prepare the income tax returnprepare the income tax return
• We also provide you a checklist of things toWe also provide you a checklist of things to
watch out for at year endwatch out for at year end
• By having these in place we minimiseBy having these in place we minimise
unnecessary emails and calls going back andunnecessary emails and calls going back and
forthforth

15. What is so special about thisWhat is so special about this
association?association?
• No monthly feesNo monthly fees
• Minimum schedule of feesMinimum schedule of fees
• Once you forward the information as specifiedOnce you forward the information as specified
on the checklist, we will come back to you withon the checklist, we will come back to you with
the estimated fees to be chargedthe estimated fees to be charged
• Commission rate is…Commission rate is…

16. 50%50%
That’s right!That’s right!
50% of the tax fees50% of the tax fees

17. Overview of services andOverview of services and
pricesprices
• Income tax returns:Income tax returns:
• Individual only (no business): starts from $110Individual only (no business): starts from $110
Sole trader: starts from $165Sole trader: starts from $165
• Partnership only: starts from $220Partnership only: starts from $220
• Company: starts from $990Company: starts from $990
• Trust: starts from $990Trust: starts from $990
• Policy: NO payment NO lodgementPolicy: NO payment NO lodgement
• Others taxation and accounting servicesOthers taxation and accounting services
• See separate scheduleSee separate schedule

18. ResourcesResources
 Mode of communication:Mode of communication:
 Email:Email: taxassociate@oakaccounting.com.au

19. Mode of communicationMode of communication
Email:Email:
To: taxassociate@oakaccounting.com.au
 Please include BAS agent number in the subject line

20. Thank You!Thank You!
 Once you are ready, complete the tax associateOnce you are ready, complete the tax associate
form and email:form and email:
 To: taxassociate@oakaccounting.com.auTo: taxassociate@oakaccounting.com.au
 Please include BAS agent number in the subject linePlease include BAS agent number in the subject line
 Start offering tax services (through OakStart offering tax services (through Oak
Accounting Partners) to your clientsAccounting Partners) to your clients