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.

A Grade Tax

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:

  • 30+ years experience
  • Discounts available for Pensioners
  • Experts in taxation and accounting, helping individuals and businesses reach their goals
  • Our services are competitively priced and we are always looking for ways to save you money
  • Our friendly and professional team focuses on delivering outstanding customer service every time

We are experts in…

  • ABN Registration
  • ASIC Registration
  • Bookkeeping
  • Business Activity Statements
  • Business Name Registration
  • Business Partnerships
  • Capital Gains Tax
  • Company structures
  • Company Tax
  • Family trusts
  • Franking credits
  • Fringe Benefits Tax
  • GST reviews
  • Inheritance Tax
  • Instalment Activity Statements
  • MYOB Accounting

  • Negative Gearing
  • PAYG
  • Property Tax
  • Rental Property Investments
  • Self Managed Super Funds
  • Sole Trader Tax
  • Tax file numbers

  • Xero Accounting

Need a personalised solution?

Excellent, that is exactly what we do! There are no cookie-cutters in our office, just individually tailored financial strategies for each and every one of our clients.

BOOK A CONSULTATION

Meet the team.

Sue Micallef

Max Connelly

Senior Tax Accountant

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David Cox

David Cox

Managing Director

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Matt Free

Matthew Free

Business Services Director

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Sue Micallef

Trisha Bourke

Operation’s Team

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Sue Micallef

Tynna Beer

Accountant

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Sue Micallef

Donna McVicar

Accountant

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Max Connelly.

Senior Tax Accountant

Max Connelly is a Senior Tax Accountant at A Grade Tax.

Apart from his qualifications and experience in Taxation Accounting, Max also has many years of experience in Commercial Accounting and General Management for both small businesses and large Public Companies. This unique blend of experience has given Max the tools to assist many businesses to develop their Financial Management as a key component of a successful business.

Qualifications include:

  • Bachelor of Commerce Degree – NSW University
  • Registered Tax Agent
  • Public Accountant
  • Fellow of the Institute of Public Accountants
  • Member of the SMSF Auditors Assoc’n of Australia Ltd
  • ASIC Registered Company Agent
  • ASIC Registered Self Managed Superannuation Fund Auditor
Ross Jones

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 Cox

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.

David’s 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.

He has extensive experience in business advisory and has been highly involved in complex negotiations and complex transactions.

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 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.

Matt Free

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:

  • Building, Construction, Earthmoving and associated trades
  • Retail – postal services, health food retailers, cafes, newsagencies
  • Light Manufacturing – seal and pump manufacturers, graphic artists
  • Self-Managed Superannuation Funds
  • High Net Worth Individuals – taxation planning and referrals for investment advice and management

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.

Matt Free

Tynna Beer.

Accountant

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.

Matt Free

Donna McVicar.

Accountant

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.

I believe that all our Clients are valuable and have individual requirements and I’m happy to help and direct them to achieve the best outcome,
either for themselves or for their Business.

When not at work:- I like to work in the garden, enjoying my 5 beautiful Granddaughters, either with cooking, playing games, reading books, craft
and most of all getting into good old mischief (something I wouldn’t let my children do) what Grandparents are good at.

Matt Free

I also have a Jack Russell called Snoopy who will be 17 Years in October 2021 and last of all, I love having my adult Children and their Families over anytime of the day.

I look forward to partnering with you and your Business.

Book a no-obligation consult.