PHILIP SACHS & ASSOCIATES
- We are a small, approachable and professional accounting firm which specialises in providing Accountancy and Taxation services to small business owners, professionals and tradespeople.
- Are able to assist most business owners with annual taxation returns, ongoing GST/BAS/PAYG compliance and management accounting, financial administration services and related accounts processing tasks
- Are dedicated and committed to providing superior, personalised service in tailoring effective solutions to meet our clients’ needs.
- Provides a range of services designed to add value to your business and personal financial affairs.
- Provides our clients with superior personalised accounting & taxation services in a format which is more user-friendly and affordable than those of our competitors.
- Focuses on providing clients with a wide range of accounting and financial services that many city based firms offer but with the attitude of adding value to our clients whilst maintaining our suburban aspect.
- Offers sound advice with the latest knowledge with regards to what is happening with the budget, taxation laws, political environment and how this affects your tax and accounting situations.
- Specialises in both business and personal situations, both from an individual basis, through to larger entities, from singles to families, and sole traders through to corporations.
- Assists our clients in attending to their accounting functions in order for financial information to be readily available at their finger tips.
Philip Sachs
Philip has over 50 years experience in public accounting and taxation matters.
HISTORY
- Employee – Jack Rosen (1974 – 1982)
- Registered Tax Agent – (1979)
- Partner – Rosen Sachs and Co (1982 – 2000)
- Philip Sachs and Associates established in December 2000
Background
Commerce Certificate from Sydney TAFE – 1974
The Taxation Institute of Australia (FTIA)- 1981
National Tax & Accountants Association Ltd
– (NTAA) 1996
The Taxation Institute of Australia
Chartered Tax Adviser (CTA) – 2012
Justice of the Peace appointed 2014
Michelle Segal
Michelle has over 19 years’ experience in Public Accounting and Taxation Matters
HISTORY
- Employee – Rosen Sachs & Co (1997 – 1999)
- Employee – Accountant (2003 – 2005)
- Bookkeeper MYOB – Part Time (2005 – 2016)
- Contractor / Bookkeeper – Internal Accountant – Wine Company (2006 – 2016)
- Employee Accountant – Philip Sachs & Associates (2016)
Background
Advanced Diploma in Accounting – Sydney Tafe 2000
Registered Tax Agent – (2017)
Filippa Gigliotti
Filippa has over 20 years’ experience in Public Accounting and Taxation Matters
HISTORY
- Employee – Katos Associates – Accountant, PA and Client Liaison Representative (2015 – 2017)
- Bookkeeper – Part time Solicitors’ Trust Accounts (1995 – Current)
- Bookkeeper – Various Organisations (2012 – Current)
- Employee – Philip Sachs & Associates- Accountant, PA, Office Manager and Client Liaison
- Representative, ASIC Secretarial Compliance (October 2017 – Current)
Background
Advanced Diploma in Conveyancing TAFE Ultimo 2007
Advanced Microsoft Excel Course 2008
MYOB Course at the Accounting College 2012
Debbie Sachs
Debbie is a personal assistant with over 35 years of secretarial skills in the finance and health care industries.
She works tirelessly behind the scene making sure things run effortlessly and smoothly in the day to day operational workings of the business.
She brings a wealth of experience and knowledge to the business and while not directly visible, she is an integral part of the Philip Sachs & Associates team.
Debbie can be called upon at a moments notice and is always willing to help out, especially during peak times.
Caitlin Scarman
In August 2023, Caitlin commenced employment as a Trainee Accountant
HISTORY
- Employee – Philip Sachs and Associates – Clerical and Client Liaison
- Proficient in Microsoft Office / Excel
- Certificate for HTML and CSS (CSS is a computer language for laying out and structuring web pages) – freeCodeCamp
- Currently Undertaking an Accounting Principal Skill set
- Upon Completion, a Diploma of Accounting will commence
