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About Our Team | Small Business Tax and Growth Advisors.

Sarah Wallace, CPA, Director

Sarah has  over 20 years of experience and her main areas of expertise are:

  • Technology – finding the right solutions!
  • Small Business Advisory
  • Taxation and GST
  • Structuring (which legal structure is right for you?)
  • Business Improvement and System
  • Self Managed Superannuation Funds Administration
  • Tax Minimisation Strategies
  • Assisting her clients understand tax, GST  and their business in an everyday and friendly manner.

Qualifications

  • CPA
  • Tax Agent
  • Public Practice Certificate Holder
  • Bachelor of Business with a commercial computing and accounting major.

About Sarah

Everyday of the week is different and brings new challenges and I wouldn’t have it any other way. Small Business is so exciting to be involved with.  I love to find opportunities for clients which includes saving tax, identifying new growth area’s or fixing a potential problem before it becomes critical. As a result, it is very important to me that my clients have a solid understanding of their own business and understand , for example how to read a profit and loss statement and why its important, and they are monitoring their business regularly.

In my personal time, I enjoy swimming, gym, bike riding, PlayStation, walking my dog Ollie, reading and travelling.

Samantha Landon, CPA, Client Manager

Samantha is a degree qualified accountant, CPA, and Tax Agent. She is our most senior accountant and is available to help you with your taxation queries and advice as needed.

Sam has worked with small business for over 15 years, she excels in the details and can work out a solution to most problems.

Sam is dedicated to keeping up to date with the latest tax laws which ensures her she is an expert in all things tax and GST.

Samantha can assist you with:

  • Client Management & Queries
  • Tax Advice
  • GST Advice
  • ATO Queries
  • QBCC
  • Self-Managed Superannuation Fund Administration
  • Small Business Assistance
  • Second in command to Sarah Wallace

Nauman Niamat, Senior Accountant (Leadership Team)

We’re excited to welcome Nauman, our newest team member, who joins us from regional NSW. While he officially starts full-time in January 2025, Nauman is spending some time at our Southport Office to get acquainted with everyone.

Currently pursuing his Chartered Accountant (CA) qualifications and holding a Bachelor of Commerce in Accounting, Nauman brings valuable expertise to our leadership team. He’ll be supporting client work and offering guidance and mentorship to junior staff.

You may hear from Naumi (as he prefers to be called), and he’s available to assist with your taxation queries and provide advice as needed.

Nauman can help with:

  • Client Queries
  • ATO Inquiries
  • QBCC

Majenta Cooper, Accountant

Majenta is actively working towards her CPA qualifications while offering crucial support to our Senior Accountants in diverse tax and super-related assignments.

Whether she’s aiding Sarah, Sam, or Dean, you can rely on Majenta to contribute to the seamless progress of our tasks.

Abbey Maconachie, Junior Accountant

Abbey, who is concurrently pursuing her studies, plays a vital role in providing support to our entire team across a spectrum of tax and super-related affairs.

You may frequently interact with Abbey as she communicates with our clients to gather information or extend assistance.

Megan Marcus, Office Manager

Megan is our full time Office Manager responsible for organising all of the administrative activities that facilitate the smooth running of our office, and can help with:
  • Client Appointment Bookings
  • General Queries
  • Administration Queries
  • Wallace Partners Client Portal Queries and Digital Signing
  • Document Retrieval (Copies of Document Requests, such as Tax Returns Financial Statements etc)

Ben Wallace, JP (Qual), CSA (Client Services Associate)

Ben works in the business Monday to Thursday, 11am – 5pm. As well as being our in-house Lego enthusiast, he is also our resident Justice of the Peace and can help you with any administration queries, our client portal and signing documents:

  • Wallace Partners Client Portal Queries
  • Document Retrieval (Copies of Document Requests)
  • General Queries
  • Administration Queries

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