Our client
Dr James Ang is a junior doctor who came to Walshs two years ago after hearing great things from friends and colleagues about the team’s expertise in managing finances for medical professionals.
The opportunity
The taxation needs for doctors can be very specialised, particularly when many in the early stages of their career take on locum work and perhaps even fit in some further education. This is the case for James who is studying his Masters while managing the challenges of his early medical career.
When, last year, his complex tax return process resulted in a healthy deduction for his Masters course fees and attracted an audit from the ATO, James found the team to be extremely helpful, assisting him through the process, communicating on his behalf with the ATO and updating him regularly. The successful outcome reaffirmed to James how thrilled he is with the professionalism and energy that the Walshs team put into his case.
The solution
Dedicated and knowledgeable, James has found Walshs to be the team he needs to look after his financial needs as he moves forward into his medical career because they understand, inside and out, the laws and regulations around tax deductions for the particular circumstances that tend to affect doctors.
Testimonial
“I’m very happy that I turned to Walshs for my finances. They ‘know their stuff’ when it comes to the medical profession and the dedicated team is always on hand to lend expert advice. I wouldn’t hesitate to recommend Walshs to my colleagues and networks in a heartbeat.”
Dr James Ang
