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, PC Gaming, walking my dog Ollie, reading and travelling.
Samantha Landon, CPA, Client Manager
Samantha is a highly experienced and degree-qualified accountant, CPA, and Tax Agent.
As our most senior accountant and second in command to Sarah, she plays a pivotal role in ensuring our clients receive expert taxation guidance and strategic advice.
With a strong technical background and a passion for problem-solving, Sam is always available to assist with complex tax matters and compliance requirements.
With over 15 years of experience working with small businesses, Sam has developed a deep understanding of the unique challenges they face.
Her ability to analyse the finer details and devise practical solutions makes her an invaluable resource for clients seeking tailored financial strategies.
Sam is committed to continuous professional development, staying up to date with the latest tax laws and regulatory changes.
This ensures she remains an authority on all aspects of taxation, including GST, small business compliance, and Self-Managed Superannuation Funds (SMSFs).
Whether you need assistance with tax planning, lodgements, or navigating ATO requirements, Sam is ready to provide expert support with confidence and precision.
Samantha can assist you with:
- Client Management & Queries
- Tax Advice
- GST Advice
- ATO Queries
- QBCC
- Self-Managed Superannuation Fund Administration
- Small Business Assistance
Majenta Cooper, Accountant
Majenta is currently advancing her CPA qualifications while providing essential support to our Senior Accountants across a range of tax, superannuation, and compliance-related assignments.
Her dedication to accuracy and efficiency ensures that each task is completed seamlessly, contributing to the overall success of our team.
Whether she’s assisting Sarah, Sam, or any of our clients, Majenta’s proactive approach and attention to detail help maintain smooth workflows and timely outcomes.
She is always ready to tackle challenges and provide valuable assistance in various aspects of accounting and compliance.
Majenta can assist you with:
- Client Queries
- ATO Inquiries & Compliance Matters
- Xero Support & Troubleshooting
Her growing expertise and commitment to excellence make her a reliable point of contact for any accounting-related queries.
Ella Kerr, Graduate Accountant
Ella recently joined our team as a graduate accountant and is currently working towards achieving her CPA qualifications.
Based in our Gold Coast office, she plays a vital role in supporting our Senior Accountants across a wide range of tasks.
Ella is quickly gaining hands-on experience in various aspects of accounting.
She assists with preparing financial statements, reconciling accounts, and ensuring compliance with regulatory requirements.
Ella is a valuable addition to our team, and is on the way to develop into a skilled professional.
Megan Marcus, Office Manager
Megan is our dedicated full-time Office Manager, overseeing all administrative operations to ensure the seamless and efficient functioning of our office.
With her exceptional organisational skills and attention to detail, she plays a crucial role in maintaining a well-structured and productive work environment.
From coordinating office procedures to managing schedules, Megan is the go-to person for keeping everything running smoothly behind the scenes.
She is responsible for streamlining workflows, handling correspondence, and ensuring that both our team and clients experience a professional and well-organised service.
Megan can assist you 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 is an integral part of our team, working in the business from Monday to Thursday, 11 AM – 5 PM.
Beyond his role in administration, he brings a unique enthusiasm to the workplace—both as our in-house LEGO aficionado and as a dedicated Justice of the Peace (JP), providing official witnessing and document certification services for clients and colleagues alike.
Ben is your go-to person for a wide range of office and client support needs.
Whether you require assistance navigating our client portal, managing paperwork, or ensuring documents are correctly signed and processed, he is always happy to help.
His ability to balance professionalism with a welcoming approach ensures that clients and team members alike feel supported in their needs.
Whether you need guidance on office processes or require official document witnessing, Ben is here to assist with efficiency and expertise.
Ben can assist you with:
- Wallace Partners Client Portal Queries
- General administrative queries and office support
- Assisting with document processing, retrieval and compliance requirements
- Signing and certifying documents as a Justice of the Peace (JP)
- Providing friendly and efficient customer service
Liability limited by a scheme approved under professional standards legislation