John Jeffreys, Chartered Tax Adviser  Chartered Accountant

With a long tax advisory career spanning 30 years, including being a tax partner at two large firms, John Jeffreys observed the difficulties that accountants and lawyers in small to medium sized firms have dealing with the Australian taxation system.  John concluded that the two main issues facing these professionals in relation to the tax system are:

1. Learning tax principles so that they are understood and remembered.
2. Having someone to turn to when they get a tax problem they are unsure about.

The TaxCaseStudies business was created to meet these two needs.

It became clear to John that the training for accountants and lawyers currently available is not suited to the range of learning styles typically found in a room full of unique individuals. Tax training desperately needed to enter the 21st century.

John takes the time to read and understand tax legislation, ATO rulings, tax cases and other material for you.  From this continual process of learning, John has developed a number of short movies that deal with tax issues that professionals could face in practice today.  New movies are being created on an ongoing basis.  You can attend a seminar where the movies are used as part of a unique style of tax training.

John also saw that many professionals giving advice to clients often needed a skilled tax professional to support them in this process.  It is just not possible for the vast majority of tax professional in small and medium sized firms to be able to have complete and confident coverage of all tax material.  John understands this and that you, as you advise clients, need someone to professionally “watch your back” with complex or unusual matters.  If you are interested in the services John can provide please see the consulting page.

John’s Career

John, a Chartered Tax Adviser and Chartered Accountant, first started his career with Arthur Andersen, and became a tax manager before moving on to Deloitte. At Deloitte he became National Tax Technical Director and then partner of the firm before heading up the tax group in the Adelaide office. John developed a strong reputation as a tax specialist.

Subsequent positions as a tax partner at Pitcher Partners and Cummings Flavel McCormack saw John at the forefront of taxation, training for accountants and presentations.

As a taxation consultant he has been reported in the media on numerous occasions and interviewed on radio. His wide experience with tax consulting, tax training and media commentary has placed him in a unique position to create Tax Case Studies, a brand new approach to tax training.

Although a taxation expert, John is also well versed in business improvement methods, valuations, personnel issues, the Microsoft Office products, the Adobe Creative Suite and other skills.  This breadth of experience results in well-rounded, practical tax advice for accountants and lawyers.

The Clients of TaxCaseStudies

TaxCaseStudies does not engage in tax compliance tasks such as lodging tax returns, Business Activity Statements and so forth.  The business is wholly focused on supporting accountants and lawyers in public practice in relation to the tax system.  TaxCaseStudies does not have, and does not seek to have, clients from the business community.  Our clients are accountants and lawyers only.