Tax Twosome In Brookvale

Husband and wife team Ian and Terry Maloney have been working as tax agents on the Northern Beaches for over 30 years. Now based in Brookvale, they are offering their very personalised service to clients old and new.

Tax industry experience and the ability to get on with all types of people, are just some of the qualities that have helped Ian and Terry Maloney build a thriving business not once but twice.

The couple moved into premises and started working in Brookvale in 2011 after taking a few years off to deal with family issues.

First Business Booming
Previously they had built up a successful business in Mona Vale under the H&R franchise driving up the client base from 500 when they began in 1987 to 4,500 when they left in 2007.

“It was really through word of mouth that we built up the business. We have a lot of experience in the industry and we know how to deal with people from all walks of life. It’s very rare that we cannot get on with someone,” says Ian.

“Experience and service are our real strengths,” adds Terry. “We don’t have clients who say we are not attending to details or not returning calls. We make sure we cater for all their requirements.”

Perfect Partnership
The couple from Narraweena have worked together for 38 years and been married for 36 years. In fact, Terry was a student of Ian’s when he was teaching a class in tax, who evaluated his performance by asking him for a date…

“At the end of the course I handed out a form to the students and the last part asked for any suggestions or ways the lecturer could improve how the course was delivered.

“There were no names on the forms and one came back saying, ‘He could take me to dinner on Saturday night’.

“I had to go through the coursework and look at the handwriting and match it up to make sure I asked the right person,” Ian laughs.

But he did and two daughters and almost four decades on, the rest is history. 

New Venture
Both Ian and Terry are registered tax agents and deal with finances and tax returns for companies, individuals and sole traders. Ian is also a registered superannuation auditor.

They are available to assist with:
* Business Activity Statements
* Annual contractors’ reports
* Groups Certificates
* Budgeting
* Any financial concerns or questions

They are also keen to hear from previous clients around Mona Vale who may be in need of their services, as well as new clients in the Brookvale area. 

666c Pittwater Road Brookvale 2100 //
Ian: 0438 1199 612 - Terry: 0416 119 614

Ian Maloney FIPA. Registered Tax Agent, Public Accountant & SMSF Auditor. Phone: 02 9939 4004. Fax: 02 9905 0162. Mobile: 0438 119 612. 666C Pittwater Rd Brookvale NSW 2100 (Between ANZ Bank & Centrelink). PO Box 700 Dee Why NSW 2099. RTA: 47149 007. ABN: 54 847 382 993. SMSF Auditor Number: 100 019 378. Liability limited by a Scheme approved under Professional Standards Legislation