Sofra Partners Chartered Accountants

Sofra Partners is a chartered accounting firm based in Shepparton that has been in business for 30 years. Terry Sofra is Director/Senior Partner and holds FCA, CPA and CFP qualifications. Tracey Sofra is a Partner/Financial Adviser with CPA and CFP qualifications. Glenn Trickey is a Partner/Financial Adviser with a CFP qualification. Trent Hadfield is a Director/Partner with B.Com and CA qualifications. Anna Agati is a Senior Accountant / SMSF Specialist Adviser with BBus (Accounting), BAppSci (Computing), CPA and SSA qualifications. Harpinder Dhaliwal is a Senior Accountant with B.Acc. and CPA qualifications. Niketa Gevaria is a Senior Accountant with an MSc in Accounting & Financial Management and a Master of Professional Accounting.

Qumrul Akan is an Accountant / Manager with a Bachelor of Business (Accounting and Financial Planning). Neha Rathore is a Client Manager / Chartered Accountant. Koshali Samanthika is an Accountant with a Master of Professional Accounting. Chenara Newbegin is a Financial Planner with a CFP qualification. The firm offers accounting, taxation, bookkeeping, property tax accounting, wealth planning, property investing, finance, superannuation & SMSF, business growth, investment structures, financial strategic consultations, virtual CFO services, business valuations, asset protection, insurance, and estate & succession planning services.

Shepparton clients and businesses from further afield have built lasting relationships with this accounting practice, with several describing engagements stretching past two decades. Reviews time and again mention company set-ups, sole trader tax matters and regular compliance work, alongside financial planning and tax planning advice that customers value beyond the standard accounting service. Clear communication is a recurring theme, with clients reporting they knew where they stood, received prompt answers to questions and were kept informed from the first contact onwards.

Terry and Tracey are named in multiple accounts and described as supportive, approachable and dependable across many years. One client facing an audit had the firm liaise with the tax office on their behalf and found the process ran smoothly. Interstate businesses note that their financial requirements were handled remotely without difficulty, while the tidying of outstanding tax affairs and the formation of a new company were described as seamless, requiring little more than signing documents. Long-standing customers credit the practice with guiding their business and personal finances, and the personal service and proactive advice remain recurring points of praise.