About Us.
A Grade Tax has been serving the Penrith and surrounding areas for more than 30 years providing both tax-related services to individuals, as well as accounting services to businesses.
We help people who want to do a basic tax return, people who own businesses, and even multinational companies.
In a tough economic environment, we are committed to keeping our accounting service fees as low as possible. We help customers find ways to minimise their income tax and establish a secure financial future.
From our experience, many people who use inexpensive tax-preparation software or do their own taxes without the help of an accountant end up paying more than they have to in income taxes. Our services are based on the latest taxation laws and offer a variety of options to meet your specific tax needs. We specialise in self employments, personal income taxes, company income taxes, individuals that have international property investment interests or family trust structures just to name a few.
Say goodbye to conflicting advice from multiple specialists! Just get in touch with our one-stop shop and you’ll have access to all the experts you need, under one roof! All focused on your big picture.
A Grade Tax is an independent financial advisory company that doesn’t work for banks or brokerages and has no vested interest in selling you any product. Get advice from someone knowledgeable about your situation, rather than being told to purchase a single solution tailored to everyone.
As your needs change, we have the appropriate services to offer. You can choose from single services like tax return preparation, business accounting or one-off financial advice, through a fully integrated private client solution. Here are some more reasons why you should choose A Grade Tax:
Meet the team.
David Cox.
Managing Director
David is a Chartered Accountant and holds a degree in Business Management and has a Master of Professional Accounting.
His unrelenting nature and passion towards achieving prosperity for his clients saw some amazing results which has enabled him to garner long standing relationships with his entire client base.
David was previously an Auditor with the Australian Taxation Office and therefore has a working knowledge of government departments systems, procedures and thought processes. This knowledge has been invaluable in achieving outstanding results for his clients when dealing with the tax office.
David’s ability to pull together a team, articulate priorities and basically “get things done well” saw exponential growth in revenue, cash flow and stakeholder engagement. Whilst being the Managing Director, David also maintained and serviced a large and diverse group of clients that encompassed many industries.
He has extensive experience in business advisory and has been highly involved in complex negotiations and complex transactions.
David brings his extensive experience to ProYou and was instrumental in setting the principles and guidelines that all ProYou directors, team members and ProYou Partners live by.
Outside of his ProYou world David lives with his lovely wife Cath and two beautiful young children Lucy & Drew. David enjoys all sports but is fanatical about his Parramatta Eels and New Orleans Saints.
David looks forward to partnering with you and your business.
Matthew Free.
Business Services Director
Matthew has been a Chartered accountant for over 20 years, holds a Bachelor of Business and is a registered tax agent.
He started his career in public practice in 1986 with Nexia Court and Co in Sydney and progressed to partnership of one of the top 20 accounting firms in Australia. He is a specialist in small business taxation, business development and business structuring.
Besides his academic and business credentials Matt’s greatest ability is to connect with people on a personal level. This has allowed him to provide specialised, bespoke advice for his clients that has not only provided them peace of mind but has contributed to their success for over 30 years.
Besides his academic and business credentials Matt’s greatest ability is to connect with people on a personal level. This has allowed him to provide specialised, bespoke advice for his clients that has not only provided them peace of mind but has contributed to their success for over 30 years.
Loyalty is uppermost in Matts character. His focus on exceptional service in all taxation and business advisory matters to small family groups has grown to such an extent that he now advises to third generation family members.
“Exceptional service leads to enduring relationships. Once you really know someone you can ensure they are receiving the very best advice possible”
Matt has developed systems and processes that are effective across most industries however he has long standing clients in the following industries:
Matts world is not all work, he has been happily married to Penny for over 25 years and has three lovely daughters Georgia, Julia, and Charlotte. He is a sports nut and will happily watch any sport whether live, at the venue or on TV. He supports the Cronulla Sharks and the GWS Giants during the winter. He grew up playing AFL, cricket, golf and in the local surf club at Cronulla in the summer. He still enjoys all these sports however he has developed a deep understanding of ins and outs of netball through spending most weekends watching his talented daughters excel in the sport.
Matt looks forward to partnering with you and your business.
Trisha Bourke.
Operation’s Team
Trisha has extensive experience within the Chartered Accounting industry bringing in excess of 30 years administrative and office managerial experience within taxation, insolvency and reconstruction areas.
Trisha is also a Registered Justice of the Peace.
Even though Trisha prides herself in the smooth day to day running of the business and developing strong relationships with her clients, she is always up for a chat.
Trisha is a proud mother of two, Steven and Alanah and in her down time you will find Trisha and her partner Tony spending time with family, caravanning and watching their beloved Parramatta Eels.
Trisha looks forward to partnering with you and your business.
Tynna Beer.
Trusted Advisor
Tynna has a bachelor of business majoring in accounting and more than 20 years experience preparing financial statements, BAS and tax returns for a variety of entities, including individuals, sole traders, companies, trusts and self managed superannuation funds. She believes every client is valuable and is committed to providing a high standard of service. Tynna is happy to assist you with your enquiries and compliance needs.
When not at work, Tynna likes to spend time with family and friends. She lives with her husband Neil and their pre-teen daughter, pet rabbit, chickens and goldfish. Tynna also has 2 adult children and 2 adorable grandsons.
Tynna looks forward to partnering with you and your business.
Donna McVicar.
Trusted Advisor
Donna has a Cert IV in Accounting and has more than 30 years of experience in Bookkeeping, BAS, Tax Returns and Financial Statements for a variety of entities, including Individuals, Sole Traders, Companies and Trusts.
She believes that all clients are valuable and have individual requirements. Donna is happy to help and direct them to achieve the best outcome, either for themselves or for their business. Anybody who has worked with Donna will attest to her outgoing, friendly demeanour and see instantly how she fits into ProYou’s “our people” principle.
When not at work, Donna likes to work in the garden and enjoys time with her 5 beautiful Granddaughters, either with cooking, playing games, reading books or craft. Most of all Donna enjoys letting the grandkids get into good old fashion mischief which is the right of any good Grandparent.
Donna also enjoys having her adult children and their families over to her house at any time.
Donna looks forward to partnering with you and your business.
Book a no-obligation consult.
Ph:1300 591 934
