Refer a Client | Pinnacle Accounting & Advisory
Refer Your Clients to a Proactive Tax Advisor — And Know They’re in Expert Hands
Pinnacle Accounting & Advisory is a boutique Melbourne tax and business advisory firm led by Mina Baselyous (CPA + Chartered Tax Advisor). When your clients need specialist tax planning, business structuring, or hands-on advisory — we’re the firm you can trust to deliver.
We work with business owners turning over $500,000+ across Melbourne and Australia-wide. We don’t replace professional relationships — we complement them. Every referral is handled with care for the client and respect for the relationship that brought them to us.
Why Refer to Pinnacle?
- Your clients receive proactive advice — not just compliance work after the year is already over
- We specialise in tax planning and business structuring for $500,000+ businesses — trusts, companies, holding entities, multi-entity strategies
- Mina holds the CPA + Chartered Tax Advisor (CTA) designation — the highest tax qualification in Australia
- 83 5-Star Google Reviews — your professional reputation is safe with us
- We communicate clearly and keep referrers informed — no black holes, no surprises
- We complement professional relationships — we will never compete with or undermine your position with your client
What We Handle — So You Know Exactly When to Refer
- Tax planning and year-round minimisation — proactive strategies implemented before the financial year closes, not after
- Business structure reviews — family trusts, corporate trustees, holding entities, bucket companies, restructuring for growth or exit
- Virtual CFO and management reporting — for owners who need real financial insight, not just end-of-year numbers
- Wealth structuring and asset protection — particularly relevant for owners accumulating personal and commercial property
- Complex tax matters — Division 7A, CGT concessions, trust distributions, Director Penalty Notices, FBT
Our Ideal Referral
- Business owner turning over $500,000 or more
- 3 or more employees — or a growing team with increasing complexity
- Feeling like they’re paying too much in tax
- Outgrowing their current accountant — needing more than just compliance
- About to make a major business decision: buying, selling, restructuring, taking on a partner, or planning an exit
- Recently had a high-income year and wants proactive advice before the window closes
How the Referral Process Works
- You identify the opportunity — a client who would benefit from specialist tax or advisory support
- Send them our way — by email, phone, or complete the form below
- We handle everything from here — consultation, onboarding, and ongoing advisory
- We keep you informed — at whatever level you’re comfortable with
Ready to Refer a Client?
Phone: +61 431 413 530
Email: [email protected]
Or complete the form below and we’ll be in touch within one business day.
Mina Baselyous | CPA + Chartered Tax Advisor (CTA) | Registered Tax Agent
83 5-Star Google Reviews | ABN: 51 475 722 710
Liability limited by a scheme approved under Professional Standards Legislation
Ready to do Business with Us?
Join the Melbourne business owners who work with a CPA and Chartered Tax Advisor, so you can focus on growing your business while we take care of the numbers.