AMCO Tax and Financial Advisers

What AMCO Tax and Financial Advisers does

AMCO Tax and Financial Advisers is a privately held Australian accounting and financial advisory practice headquartered in Bankstown, New South Wales, operating since 1999 across two trade names: AMCO Public Accountants (tax and business advisory) and AMCO Strategic Financial Advice (superannuation and financial planning). The firm serves families and small businesses in the greater Sydney/NSW market, with core offerings covering tax return preparation, year-round tax planning, superannuation, SMSF, retirement planning, investment strategy, insurance, property, and estate planning. Its financial planning services are delivered as authorized representatives of Alliance Wealth Pty Ltd (AFSL 449221), with the underlying corporate entity ultimately owned by Indeplan Pty Ltd and principal Danny D. Mazevski.

The firm's technology stack is modest and operationally focused: Xero accounting software (Gold Partner status) for tax preparation and bookkeeping, Centerpoint for financial planning software integration, and TeamViewer for remote client login. A Knowledge Centre blog covering 16 topic areas (tax, superannuation, SMSF, AI, property, estate planning, etc.), with republished content from major Australian financial publications, supports a content-driven top-of-funnel marketing motion. Go-to-market is fundamentally sales-led and referral-based; the firm has stated it has "grown purely on referrals," with face-to-face consultations in Bankstown and remote client support as the primary delivery channels. Pricing is not publicly disclosed and is quote-based given the bespoke nature of tax and financial planning engagements.

Business model is professional services fee-for-engagement, with revenue derived from two complementary advisory streams: Tax Accounting & Business Advisory and Superannuation & Financial Advice. The firm competes principally on the credibility of its principal (28+ years experience at AMCOR and Deloitte), multiple professional Fellow memberships (IPA, TIA, TMA), and a Chartered Tax Adviser designation, rather than on scale, technology differentiation, or geographic reach. Operating geography is confined to New South Wales, with a 7-person team and no disclosed expansion, M&A, or capital-raising activity.

Name

AMCO Tax and Financial Advisers

Legal name

AMCO Public Accountants

Website

https://amcotax.com.au

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

AMCO Tax and Financial Advisers is a 7-person private accounting and financial advisory firm in Bankstown, NSW, serving families and small businesses with tax, superannuation, SMSF, and estate planning services since 1999 on a referral-only model.

Ownership category

akta.pro rank

Product category

Accounting and Financial Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Tax-Aware Investment Planning (FSAEAAAE), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Tax accounting services
• Financial planning advice
• Superannuation advisory
• Business tax advisory
• Retirement planning

Headquarters

HQ city

Bankstown

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Tax Accounting & Business Advisory: Year-round tax planning and preparation services for individuals and small businesses, maximising tax returns and minimising tax liabilities.
2. Financial Planning Services: Superannuation and financial advice services including retirement planning, investment strategy, and portfolio management. Services delivered through authorised representatives under Alliance Wealth Pty Ltd AFSL.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

AMCO Tax and Financial Advisers delivers tax accounting and business advisory services (year-round tax planning and return preparation for families and small businesses) alongside superannuation and financial planning services (delivered through a Start-Build-Enjoy lifecycle framework covering superannuation, SMSF, retirement, investment, insurance, property, and estate planning). The firm is structured under AMCO Public Accountants and AMCO Strategic Financial Advice, with financial planning provided as an authorised representative of Alliance Wealth Pty Ltd (AFSL 449221).

Product overview

AMCO Tax and Financial Advisers operates as a dual-branded firm offering two core service lines: Tax Accounting & Business Advisory (tax return preparation and year-round tax planning for families and small businesses) and Superannuation & Financial Advice (comprehensive financial planning delivered through a Start-Build-Enjoy lifecycle approach). The firm also provides educational content through its Knowledge Centre covering diverse financial topics. The business is structured under AMCO Strategic Financial Advice (owned by Indeplan Pty Ltd) and operates as an authorised representative of Alliance Wealth Pty Ltd (AFSL 449221), serving clients since 1999.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Accounting and Business Advisory Year-round tax return preparation, tax planning, and business advisory services for families and small businesses, focused on maximising tax refunds and minimising tax obligations throughout the year rather than only at the June 30 end-of-financial-year deadline.
• Superannuation and Financial Advice Comprehensive financial planning services delivered through a three-stage lifecycle approach (Start initial assessment, Build portfolio development, Enjoy ongoing results management), covering superannuation, SMSF, insurance, property, estate planning, and investment strategy. Services are provided by authorised representatives of Alliance Wealth Pty Ltd.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core and major.

• Alliance Wealth Pty LtdcoreChannel Partner/ Reseller/ DistributorAMCO is a representative of and offers financial planning services on behalf of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL 449221. This partnership provides the regulatory licensing framework for AMCO's financial planning activities.
• Indeplan Pty LtdcoreStrategic or Co-development PartnerAMCO Strategic Financial Advice is ultimately owned by Indeplan Pty Ltd and principal Danny D Mazevski. Indeplan Pty Ltd holds Authorised Representative Number 333613.
• XeromajorTechnology or IntegrationXero Gold Partner status. AMCO uses Xero accounting software for client accounting and tax preparation services, indicating advanced certification and integration capability.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Market position

Competitive moat4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/amco-tax-and-financial-advisers

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AMCO Tax and Financial Advisers