Frequently Asked Questions about Advantage Partners

Name: Advantage Partners
Address: 147 Albany Hwy, Albany WA 6330, Australia, Albany, WA, 6330, Australia
Telephone: +61 8 9842 2655

Advantage Partners

Advantage Partners is a respected accounting and advisory firm based in Albany, Western Australia. With a legacy dating back to 1975, the firm has built a reputation for providing tailored financial, taxation, and business strategy services to individuals and small-to-medium enterprises (SMEs) across the Great Southern region. Founded as CD Roth & Associates, Advantage Partners has grown under the leadership of experienced Certified Practising Accountants who are committed to simplifying financial complexity and empowering client success.

Why choose Advantage Partners?

Established Legacy: Serving local clients for nearly five decades with trusted and consistent support.
Expert Team: Led by partners with decades of experience in public practice, including deep expertise in retail financials, SMSFs, and business development.
Personalised Service: Proactive and approachable advisors who take time to understand client goals and offer clear, customised solutions.
SME Specialists: Strategic guidance tailored to the needs of small-to-medium businesses navigating tax compliance and financial planning.
Strong Local Reputation: Backed by consistently positive client feedback highlighting professionalism, communication, and peace of mind.

Reach out to Advantage Partners today and experience accounting support that prioritises your financial wellbeing and business success.

About {Business}

Business Address

147 Albany Hwy, Albany WA 6330, Australia

Website

https://www.advantagepartners.com.au/

Phone Number

+61 8 9842 2655

Contact Email

admin@advantagepartners.com.au

Years in Operation

Since 1975 (50 years in operation)

Cost of Services

A custom quote based on the size, complexity, and nature of each client’s financial and business needs.

Opening Hours

Sunday, Closed
Monday, 8:30am–5:00pm
Tuesday, 8:30am–5:00pm
Wednesday, 8:30am–5:00pm
Thursday, 8:30am–5:00pm
Friday, 8:30am–5:00pm
Saturday, Closed

Accreditations and Awards

Services offered

This is some text inside of a div block.

{"services_offered": ["Tax Compliance Services", "Business Accounting and Advisory", "Financial Planning and Strategy", "Superannuation and SMSF Management"]}

Expertise

This is some text inside of a div block.

{"expertise": ["Small Business Financial Support", "Self-Managed Super Funds (SMSFs)", "Tax Planning and Optimization", "Business Development Strategies for SMEs", "Retail Sector Accounting", "Long-Term Public Practice Experience"]}

Get to know Your Local Business owners

No items found.

Find Us Here

Testimonials

No items found.

Frequently Asked Questions

Question text goes here

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

[{"order":1,"question":"What accounting and tax services do you provide for Albany locals?","answer":"Advantage Partners helps individuals and SMEs across Albany and the Great Southern region with:\n\n- Tax compliance and planning (individual and business)\n- Business advisory and strategy for growth and cash flow\n- Accounting and financial reporting for SMEs\n- Self‑Managed Super Funds (SMSFs) — setup, administration, and compliance\n\nIf you’re comparing firms, this blend of tax, business, and SMSF expertise means you can keep everything under one local roof."}, {"order":2,"question":"How experienced is your team, and who will handle my work?","answer":"Established in 1975, Advantage Partners is an Albany‑based firm with 50+ years of continuous local service. Your engagement is led by a senior advisor or partner, including:\n\n- Jack Van Duyn FCPA — 40+ years in public practice\n- Bryant De Vos FCPA — deep experience with SMEs, including retail\n- John Witten CPA — focus on business development and SMSFs\n\nYou’ll have a clear point of contact and proactive updates from a team that understands local business conditions."}, {"order":3,"question":"Can you help with Self‑Managed Super Funds (SMSFs)?","answer":"Yes. Advantage Partners provides end‑to‑end SMSF support, including setup, contributions and pension strategies, compliance, and annual reporting. Partner John Witten CPA has a specific focus on SMSFs, so you’re working with a team that understands both the regulatory detail and practical, locally relevant strategies."}, {"order":4,"question":"What should I prepare for my first meeting, and how long will my return or project take?","answer":"For a smooth start, bring:\n\n- Photo ID, prior year tax returns, and ATO correspondence (if any)\n- Business documents (BAS/IAS, financial statements, payroll summaries)\n- Bank/loan statements and key receipts\n- Superannuation/SMSF statements (if applicable)\n\nTimelines depend on complexity. Straightforward individual returns are often completed shortly after all documents are received, while SME and SMSF engagements vary. You’ll receive a clear scope, timeline, and next steps at your initial consultation."}, {"order":5,"question":"Where are you located and when are you open?","answer":"147 Albany Hwy, Albany WA 6330.\n\n- Hours: Monday–Friday, 8:30 AM – 5:00 PM (closed weekends)\n- Serving Albany and the Great Southern region\n\nHave questions or ready to compare options? Call (08) 9842 2655 to book a consultation with the local team."}]

Connect with {Business}

Ready to get started?

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.