Joe Oram & Associates

Joe Oram & Associates is a tax agency in Gladstone, owned and operated by Amanda Wallace, an experienced accountant who took over the firm in 2014. Mandy has been in the business for eleven years. The team includes practice manager Lisa Grey and two receptionists, Coralie Wood and Gillian Ashe. The firm provides tax and accounting services for business and individual clients.

It prepares and files tax returns for individuals, businesses, trusts, super funds, rental properties, micro-businesses, and primary productions. The firm provides tax planning and advice, including BAS preparation, with registered tax agents. It assists with setting up companies, trusts, partnerships, sole traders, micro-businesses, and super funds, including GST and ABN applications.

New clients arranging their tax returns describe a straightforward experience with this Gladstone practice, where the guidance provided has been a recurring point of praise. Amanda is singled out for making meetings a pleasure, with one client looking forward to an ongoing association after an initial consultation. Lisa earns repeated mention for going beyond what was required to resolve a matter, an effort that reviewers credit with prompting them to share their feedback publicly. Mandy is likewise described as both helpful and knowledgeable when assisting with the lodgement of tax returns, a task that sits at the centre of the work discussed in the feedback.

The practice, identified as an accountant, appears to serve both individuals and new clients seeking assistance with their tax affairs. Communication and willingness to assist come through strongly, with clients noting that staff were approachable and that the help extended beyond the immediate question. What stands out across the comments is the personal attention clients received from named team members, with knowledge of tax matters and a helpful manner mentioned in connection with each of them. The results discussed centre on tax return preparation and lodgement, and the assistance clients received throughout that process.