FirmChecker Score
9.6
Star Star Star Star StarAreas Of Expertise Reviewed
- Tax (64%)
- Business Advice (19%)
- Payroll (7%)
- Bookkeeping (4%)
- Company Secretarial (2%)
- Auditing (2%)
- Financial Planning (2%)
- Forensic Accounting (1%)
Fee Information
- Fixed Fee (81%)
- Hourly Rate (12%)
- Other (6%)
- Retainer/Subscription (1%)
Industries Serviced
- Construction (33%)
- Transport, postal & warehousing (10%)
- Health care & social assistance (9%)
- Financial & insurance services (8%)
- Professional, scientific & technical services (8%)
- Other services (6%)
- Public administration & safety (4%)
- Wholesale trade (4%)
- Administrative & support services (3%)
- Manufacturing (3%)
- Rental hiring & real estate services (3%)
- Arts & recreation services (3%)
- Accommodation & food services (3%)
- Education & training (3%)
- Information media & telecommunications (3%)
- Electricity, gas, water & waste services (1%)
- Retail trade (1%)
About Lucas & Co Chartered Accountants
The firm specialises in providing advice to high net wealth individuals in all areas of taxation founded by Jean Marc Li.
We specialise in taxation for trusts, companies and SMSF administration.
The firm has developed a niche in providing CFO services to large corporates and multi national firms. We have ASX listed clients and multi national firms.
Our team are CA and CPA qualified accountants and our values are honesty, reliability, superior knowledge and expert advice.
Size: 6 Employees
Location
Level 7, 33 Elkhorn Avenue
Surfers Paradise, QLD 4217
Reviews
Posted by Anonymous Director , Other services
Lucas and Co review
Pros
Customer service is second to none. Offered a friendly profession service, so we had total confidence that our accountancy needs were met in a timely manner
Areas for Improvement
We were very happy with the service
Billing Method:
Fixed Fee
Work Types:
Business Advice, Financial Planning, Tax
Specific Job:
Offered financial planning advice and restructuring for six companies to maximise profits across the board. Helped in the negotiation process of mufti million dollar deal to maximize tax benefits and offset losses. Offered detailed accountant analysis during the process of brokering these deals. Dealt with audits and streamlined the process of dealing with the ATO
Dear Rita, we thank you for your participation and for taking the time to complete this survey on our service delivery. We value your comments on the customer service of our team, our professionalism and our timeliness in relation to any accountancy matters you may have. We acknowledge and appreciate your ratings of our expertise, the communication of our team, our value and reliability, our understanding of your needs and your overall experience with our team. Should you have any questions or queries to do with taxation affairs, please do not hesitate to contact our team. We thank you kindly for your continuous support and valued business. Kind regards, the Lucas & Co team.
Posted by Rachel Director , Health care & social assistance
Great accountant
Pros
Availability communication response time
Areas for Improvement
Pro active contact
Billing Method:
Fixed Fee
Work Type:
Tax
Specific Job:
All tax gst planning and accounting
Dear Rachel, we thank you for your participation and for taking the time to complete our questionnaire. We value your comments on the prompt communication of our team and appreciate your ratings of our expertise, the communication of our team, our value and reliability and your overall experience with our team. We also acknowledge your rating for our understanding of your needs and thank you for your feedback. Should you have any queries in relation to taxation matters, please do not hesitate to contact us. We thank you kindly for your continuous support and valued business. Yours faithfully, the Lucas & Co team.
Posted by Amee Dodhia
Fast and reliable
Pros
Ensure I was compliant with my return and claims were substantiated
Areas for Improvement
Ongoing improvement and ensuring they stay an expert in the tax areas.
Billing Method:
Fixed Fee
Work Type:
Tax
Specific Job:
Tax return
Dear Amee, thank you kindly for your participation and for taking the time to submit your review. We acknowledge your feedback on our ensuring of compliancy with return regulations and substantiating your claims. We appreciate your five-star ratings for all areas of our service. Should you have any questions in relation to your taxation matters, please do not hesitate to contact us. We thank you kindly for your continuous support and valued business. Yours faithfully, the Lucas & Co team.
Posted by Kevin ITConsultant , Information media & telecommunications
Very happy with Lucas & Co
Pros
Our most recent experience with Lucas & Co is only one example of why we have trusted them with our tax returns for over five years. Lucas & Co have always provided us with excellent, professional service and prompt, reliable communication. Their expertise is second to none and we would not hesitate to recommend them.
Areas for Improvement
None
Billing Method:
Fixed Fee
Work Type:
Tax
Specific Job:
Tax return and tax advice
Dear Kevin, we thank you for your feedback and for taking the time to complete this survey on our service delivery. We value your ratings and appreciate your comments on our professionalism, the quality of our service, our taxation knowledge and the prompt, reliable communication from our team. Should you have any questions about taxation affairs, please do not hesitate to contact our team. We thank you kindly for your continuous support and valued business. Yours faithfully, the Lucas & Co team.
10 reviews have been left privately