Who We Support.

Bookkeepers

who want to offer more to their clients

BAS Agents

ready to deliver end-to-end tax services

Accountants

launching their own practice

 

Whether you’re testing the waters or going all in, we provide everything you need: software setup, supervision, support, and structured experience.

Our Approach.

We set you up with your own business name registered under one of our tax agencies so that you can offer taxation services immediately under our supervision to your clients. We assist you in obtaining a Tax Agent License or BAS Agent License by providing the supervision that the TPB require to allow you to practice.

We ensure that you have access to our experience in diverse technical tax knowledge and efficient practice management methods. This ultimately means that you can be the sole contact for your clients, ensuring your importance to their business.

Our Difference.

Unlike some providers, we don’t compete with you. We don’t offer tax services to the general public. We’re dedicated to you and your development. Beware of part-time supervision service providers who don’t specialise in supervision.

Your clients are always yours.
You remain in control of your base and your income.

You’ll meet the TPB’s requirements.
We ensure your work experience qualifies toward Tax Agent registration.

Adam Neville Partner

ITA Membership is a Great First Step?

Perfect for graduates.

The Institute of Tax Agents (ITA) membership maybe your starting point:

• Tax & BAS return software access

• Personal supervision

• Practice templates and invoicing tools

• Ongoing technical support

• Certification of relevant experience

From here, you can move seamlessly into our full Tax Agent Pathway Program.

The end result

Usually after two years (with the right application by you) we will assist you to obtain your own Tax Agent License.

With more businesses than ever before simply tired of being stuck as an intermediary between bookkeepers and tax agents, guarantee your role with them by offering a one-stop-shop service for them.

Who We Are

A talented team with an exciting vision.

The Tax Agent Pathway™ team is packed full of talented, hard working and intelligent people, just like you. Everyone is working towards a vision of providing Bookkeepers with the tools they need to be tax agents.

If you’ve got the skills, the talent and the enthusiasm, we want to hear from you today!

We provide work supervision through our associated companies:

  • HTA Taxation Service

Tax Agent Number 25500318.

  • Tax Agent Pathway™

Tax Agent Number 26113206.

Customer first

It’s in our DNA

Passion

Done with meaning

Integrity

You can rely on us

Excellence

Only the best will do

Our Values.

In everything we do, we believe in delivering to our customers first, and doing it better than we did yesterday.

Meet the Team.

Terence McNamara

Managing Director

Over twenty five years as a public practising Tax Agent who has built over a dozen practices nationally.
Tax Agent Number 26011532

Mary Tawil

Operations Manager

A business administrator with a keen eye for detail, Mary keeps the Tax Agent Pathway™ business running smoothly.

Ambe Claudius

Senior Tax Agent

Christine Ford

Tax Agent

Tamara Zagami

Tax Agent

Trish Turco

Tax Agent

We’re registered with the
Tax Practitioners Board.