About Us

Accounting & Taxation Services Provider

We are a team of experienced and highly qualified professionals, servicing the needs of a diverse range of clients in all areas of business services, superannuation, financial planning, accounting, audit, taxation and investment. We are a preferred group distinguishing ourselves from others by providing a highly professional, friendly and personalised service with a detailed understanding of client’s needs, at an affordable price. We carry out extensive and ongoing professional development, equip ourselves with latest legislation, case laws and tax rulings so that we provide our clients with most current and relevant advice.

Our Values

Our philosophy is creating long lasting and satisfying relationship with our clients through the provision of a personalized service and a result oriented approach.

Our Team

Shashi Bhushan - Director (CA-I, CPA)

Business Advisors in Melbourne

Shashi has more than 15 years of experience in the field of accounting, taxation and business advisory. He has experience in Australian and International Taxation, Accounting, Auditing and IT Audits. His established ability to improve productivity by combining his IT skills and Accounting knowledge has rewarded Forbes Taxation with a wide range of industry clients who require winning their market share with increasing efficiency and reducing cost.
Shashi is an expert in providing Tax and Business solution to a wide range of clients from individuals to businesses. Shashi, a Chartered Accountant from India, Qualified Certified Information Systems Auditor from USA and a CPA from Australia, has also worked in Industry mainly looking after the Internal Auditing and Financial Accounting work of big corporate and listed companies.

Ankit Agarwal - Senior Accountant – CA (I)

Ankit is a highly competent Senior Accountant with over 5 years’ experience in a range of accounting aspects including financial management. He has significant experience working with various MNCs in the area of Internal Audit, Finance, Accounts and Taxation. He specializes in providing hands-on management reporting, taxation and compliance consultancy, superannuation advice, quarterly reporting obligations, preparation of annual financial statements and taxation returns. . Ankit competently assists business clients with the Business Valuations, preparation of Financial Project Reports.

Ratna Gupta - Accountant - B. Com.

An experienced Accountant, Ratna has been effectively working with the group since 2010 and has vast experience in the area of tax and accounting. She manages Income Tax, GST/BAS and financial statement preparation for the clients. Ratna is a Bachelor of Commerce and Accounting. She has a track record of the delivery of timely and accurate financial reports, effective problem solving skills and technical expertise.

Kavita Garg - Network Administrator - B. Tech

Kavita has been with Forbes Taxation since 2012. She supports our core competency factor in IT excellence. She manages the technology infrastructure including Servers, Network, Databases and supervises Identity and Access Management system. She is a Bachelor in Computer Engineering and has overseas experience of managing the systems.

Testimonials

"IATS consistently provides our company with a truly first class professional service. Any queries are dealt with promptly and efficiently. They prepare our accounts and tax returns much more quickly than the old accountants and he has saved us a lot of tax by finding something that the other accountants didn't spot. Also, Mr Shashi has shown us how to improve our bookkeeping and records management. I am extremely impressed with the level of service and professionalism I receive from Forbes Taxation."

--- Kris Shah (Director)
" Thanks Forbes Taxation especially Shashi for helping me in my tax issues for last 5 years. Also i thank you for your excellent service and the on phone support 24*7. Its a good experience of services viz,. taxation,bookkeeping and the financial accounting. Highly recommended."

--- Dr Satyadeep Neil Gauri
"I have been using Forbes Taxation for over 5 years now for personal tax advice and running of my dental practice; and found them very reliable in providing a tailored accounting service suited specifically to my needs. Mr Bhushan's knowledgeable and practical approach, and genuine interest has helped me concentrate on clinical side of work easing my worries from business aspect of it."

--- Sandeep Arora