We Simplify Taxes So Australian Family Businesses Can Thrive

Business finance and tax laws are messy and complex – and the challenges only get bigger as your business grows.

Most family businesses don’t have the time or the expertise to figure out the best tax and finance strategies. That’s why they turn to us.


The wrong move can have devastating consequences. With clarity and guidance, you can confidently make the right choice to reach your goals.

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Who We Are

We are a dedicated tax and accounting team on a mission to help you confidently build your business. We’ve worked with more than 1,500 clients, and have a client retention rate of more than 95% year-over-year. Why do our clients keep coming back? Because we…

  • Keep You Accountable
  • Maximise Your Business Value
  • Help You Gain Clarity
  • Show You How to Grow Profits
  • Proactively Reduce Your Tax Burden
  • Guide You in Building a Sustainable Business

 

Perhaps most importantly, we’re a small business, too.
We understand where you’re coming from and what keeps you up at night. We know a family business is more than just a place you work.

When we offer advice, it’s tailored to you and your goals. We make sure you fully understand your options and explain why we recommend a specific action.
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Our Commitment to Cybersecurity

We maintain the CyberCert Silver (SMB1001 Level 2) accreditation, a nationally recognized standard designed to ensure small and medium businesses maintain robust digital defenses.

By adhering to the SMB1001 framework, we ensure that our internal systems, data handling, and digital infrastructure meet high-level security benchmarks. This accreditation provides our partners and clients with the assurance that their data is managed within a verified, secure environment.

Incra Group Brand Values

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Thoroughness

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Follow - Through

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Positivity

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Consistency

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95% Client Retention Rate

We are down-to-earth professionals delivering sound advice in plain language.

Our greatest success comes from seeing our clients succeed. That’s why they keep coming back to us – for straightforward guidance that yields tangible results.

Whether you need practical advice for a situation at hand or strategic planning to reach a future vision, we’re here to help you make the best decision.

Or call us at 1300 040 808

Our Team

Meet the people who come in every day on a mission to help our clients succeed. Think you might be a good fit to join us?

Royce Dunn

Tax and Accounting Director

Royce began his career in a small family business in the...

Royce began his career in a small family business in the printing industry. This experience gave him invaluable insights into the challenges of small business. For the next decade he worked with small business owners to help them gain clarity and confidence, and achieve their financial goals. 

Incra Group was founded to bring big-end of town service to everyday small business clients on a broader scale. Today Royce spends his time growing the skills and experience of our team and continues to advise business owners across the country.

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Ben Holt

Commercial Director

Ben commenced his career in the construction industry. Over...

Ben commenced his career in the construction industry. Over his years in the industry he contributed to the company scaling into a national leader in their niche.

Ben leads everything non-accounting related in the Incra Group. From our IT, automation, workflow, HR, sales, marketing and more, Ben keeps everything moving smoothly, ensuring all work is completed on time for our clients and nothing slips through the cracks. He is also passionate about drawing out the potential of our team, and helping them serve our clients with enterprise level service.

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Clinton Lindqvist

Tax and Accounting Director

With over 15 years of accounting experience, Clinton brings...

With over 15 years of accounting experience, Clinton brings a strong technical foundation in superannuation and business structures.

As a CFA graduate, registered tax agent, and authorised representative of Merit Wealth, he offers a unique blend of tax and investment expertise: helping clients make informed, strategic decisions that create long-term value.

Clinton also draws on prior experience working with manufacturing businesses, giving him a practical understanding of the industry’s challenges and how to navigate them.

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Ermin Ortiz

Accounting Team Leader

Ermin is responsible for managing quality, reviewing work,...

Ermin is responsible for managing quality, reviewing work, and providing training. To ensure team success, Ermin fosters collaboration through weekly meetings and open communication channels. While accounting feels like second nature, Ermin thrives on the ever-changing landscape of tax, finding it both challenging and fun. Beyond work, Ermin's interests include spending time with her cats, Willow and Magnus, who often appear during daily huddles! Ermin also enjoys crafting while listening to podcasts on weekends. Her crochet hobby is not just enjoyable but also practical, providing thoughtful gifts for her mum each Christmas.

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Declan Cunningham

Client Manager

Declan has his Diploma and Tax Agent licence and is...

Declan has his Diploma and Tax Agent licence and is currently pursuing his Advanced Diploma. He focuses on taking care of clients, including responding to their questions and assisting with special assignments. Declan has developed a passion for management accounting and tax planning & forecasting, and is aspiring to delve into M&A to assist clients in more advanced business stages. In his personal time, Declan enjoys playing the piano and has a deep love for music. He is also an avid traveller, visiting family in different countries and experiencing many diverse cultures.

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Kelvin Whitehead

Client Manager

Kelvin has achieved a Diploma in Accounting and has his Tax...

Kelvin has achieved a Diploma in Accounting and has his Tax Agent licence. He is highly client-focused and regularly works with clients to respond to questions, navigate tax matters, and support them through a range of accounting and compliance requirements. He also collaborates closely with colleagues through open communication and feedback to ensure the best outcomes for clients. Outside of work, Kelvin follows cricket closely and has a keen interest in history and world events. 

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Vaughan Simpson

Client Manager

Vaughan focuses on day-to-day support of clients and tax...
Vaughan focuses on day-to-day support of clients and tax planning to help them achieve their goals. With nearly four years in the industry, his Tax Agent Licence and a Diploma of Accounting under his belt, he enjoys exploring business restructuring and mergers and acquisitions to deliver better outcomes. Vaughan values collaboration across the team and draws on collective expertise to create the best solutions for clients. Outside of work, Vaughan enjoys playing music, spending time at the beach, and catching up with family.
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Laura Baldwin

Workflow Manager

Laura oversees Incra Group’s compliance workflow, managing...
Laura oversees Incra Group’s compliance workflow, managing deadlines and priorities to ensure client expectations are met. With over 13 years of experience in accounting administration, she combines strong organisational skills with a focus on client service. Laura believes clear and consistent communication is key to building trust with both colleagues and clients. Outside of work, she loves weekends away with her family, attending sporting events, and enjoying the occasional cocktail.
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Patsy Whitehead

Executive Assistant

Patsy is our energetic Executive Assistant, supporting the...

Patsy is our energetic Executive Assistant, supporting the directors and management team. Like our entire team, Patsy upholds the values of Incra Group everyday with her passion for excellence, honesty and teamwork. She can personally vouch for the fun and uplifting culture we’ve created in the behind-the-scenes of our business. This leads to happier staff who are more motivated to serve our clients with integrity and care everyday!

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Gretchen Urquhart

Executive Assistant

Gretchen is an Executive Assistant to the leadership team...

Gretchen is an Executive Assistant to the leadership team at Incra Group, where she helps coordinate the many moving parts behind the firm’s client work. She manages client travel visits, schedules internal and external meetings, and supports the team to ensure everything runs smoothly.

Her interest in teamwork and organisation developed early through her involvement in her school’s Student Leadership Team, where she began building the communication and leadership skills she brings to her role today.

Gretchen enjoys getting to know each client as an individual and helping ensure their experience with the firm is seamless from start to finish.

Outside work, she enjoys music, visiting the many wineries near her home in Coonawarra, and travelling whenever she can.

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Lean Grace Vasco

Client Concierge

Lean supports clients and the team by managing checklists,...
 Lean supports clients and the team by managing checklists, responding to queries, and coordinating completed jobs. With more than a decade of experience in administration, she focuses on creating smooth and efficient client experiences. Lean believes building genuine personal connections with both clients and colleagues is just as important as getting the details right. Away from work, she enjoys travelling, spending time with family and friends, and exploring new destinations — Japan is a favourite. 
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Celin Rezkallah

Client Concierge

Celin plays a key role in supporting the client managers...
Celin plays a key role in supporting the client managers and accountants, handling everything from checklists and job allocations to client queries and ASIC-related administration. With more than 20 years of experience, Celin has developed a deep understanding of the systems and processes that underpin effective client service. She is known for her clear communication and her ability to keep projects on track. Outside work, she enjoys basketball, movies, and spending quality time with family and friends.
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Irene Punu

Client Services Coordinator

Irene manages the provision and delivery of essential...
Irene manages the provision and delivery of essential administrative support services across our business. Holding a Bachelor of Science in Business Administration, Majoring in Financial Accounting and Management Information Systems and over 10 years of industry experience she is highly qualified. Always encouraging trust and clear communication within the team and with clients, her commitment to excellence is evident in her proactive approach to process enhancement. Outside of work, Irene finds joy in quiet reading, music, and embracing new travel experiences whenever possible.
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Trudie Weeks

Company Accountant

Trudie has been always interested in accountancy and...

Trudie has been always interested in accountancy and finance during her school years. This interest developed into completing courses in her spare time till she decided to take the plunge and get a position in the industry. That’s how she landed at Incra! Incra Group embraces thinking outside the box. Our team is always challenging norms, finding the fastest and most effective ways to work. This attracts unique and thoughtful team members who are able to work cohesively, maximizing the strengths of each.

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Emily Naranjilla

Senior Accountant

Emily handles the end-to-end processing of Financial...
Emily handles the end-to-end processing of Financial Statements and Tax Returns. A college graduate and Certified Public Accountant, Emily is highly qualified. To ensure client success, Emily prioritises collaboration by promptly addressing internal queries. Her expertise lies in tax accounting, reflecting her passion and deep knowledge in this area. Beyond work, Emily enjoys completing household chores, spending quality time with family, and gardening. Her dedication to both professional and personal pursuits contributes to her well-rounded approach at Incra Group.
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Richzelle Manguera

Senior Accountant & Reviewer

Richzelle specialises in preparing Financial Statements and...
Richzelle specialises in preparing Financial Statements and Tax Returns for enterprise-level clients. A graduate in BSc Accountancy, a Certified Public Accountant (both in the Philippines and Australia), Richzelle emphasises open communication with colleagues to ensure client success. Beyond work, Richzelle's interests include playing badminton, being a dedicated Potterhead and book enthusiast, and having a keen interest in anything South Korean, including dramas, music, and culture, as well as Japanese animes.
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Sarah Serrano

Senior Accountant

Sarah has nine years of diverse accounting experience, with...
Sarah has nine years of diverse accounting experience, with expertise in Australian Accounting and Taxation (5 years) and Philippine Accounting & Auditing (4 years). Holding a Bachelor of Science in Accountancy and a Certified Public Accountant, Sarah is a detail-oriented professional with a bubbly personality. In her collaborative efforts, Sarah emphasises effective communication as the key to client success. Outside of work, Sarah enjoys thrilling activities like scuba diving, parasailing, and canyoneering.
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Jannah Baltazar

Senior Accountant

Jannah specialises in preparing financial statements and...
Jannah specialises in preparing financial statements and tax returns for family groups, ensuring accuracy and compliance every step of the way. With seven years of accounting experience and a CPA qualification from the Philippines, she combines technical expertise with a passion for client service. Jannah enjoys sharing her knowledge with colleagues to improve processes and outcomes. Outside the office, she loves spending time with her family and keeping her home beautifully organised.
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Gretta Casupanan

Accountant

Gretta has nearly a decade of experience in Australian tax...
Gretta has nearly a decade of experience in Australian tax and accounting and works across a diverse client base of individuals, trusts, SMSFs, and companies. A licensed CPA in the Philippines with a double degree in Accounting Technology and Accountancy, she combines technical expertise with a passion for helping clients understand their financial position. Gretta enjoys management reporting and forecasting, seeing them as powerful tools for business growth. Outside work, she loves travelling, reading, and spending time with her pets.
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Ornan Munn

Accountant

Ornan prepares financial reports and tax returns while...
Ornan prepares financial reports and tax returns while supporting the compliance team to ensure everything is delivered accurately and on time. With a strong focus on detail and collaboration, Ornan believes open discussion leads to better solutions and stronger outcomes for clients. Having moved from England, he has a growing interest in international tax and its complexities. Outside of work, Ornan enjoys sports — especially soccer and mountain biking.
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Zane Burgess

Accountant

Zane works closely with clients to prepare financial...
Zane works closely with clients to prepare financial statements and tax returns, while also responding to a range of day-to-day queries. He has completed Certificates III and IV in Accounts Administration and is progressing toward his Diploma. Zane enjoys collaborating across the team to ensure clients receive timely, thoughtful support. When he’s away from the numbers, you’ll find him at the beach or relaxing with music.
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Fred Williams

Accountant

Fred works across a variety of trading entities, preparing...
Fred works across a variety of trading entities, preparing financial statements, tax returns, and managing compliance tasks such as BAS, payroll tax, and FBT. Currently completing his Diploma of Accounting, Fred is passionate about finding strategies that help clients minimise their tax exposure while staying compliant. Known for his open and honest approach, Fred works closely with the team to deliver results. Away from work, he enjoys keeping active and exploring new interests.
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Karniya Wallace

Accountant

Karniya is a Junior Accountant at Incra Group, where she...

Karniya is a Junior Accountant at Incra Group, where she supports the team with compliance work including the preparation of tax returns for individuals and secondary entities, along with BAS, payroll tax and FBT. She also assists the Company Accountant with bookkeeping and internal financial processes.

She is currently completing her Certificate IV in Accounting and Bookkeeping as she continues building her skills in the profession.

Outside work, Karniya enjoys travelling, meeting new people and spending time with friends. Growing up in Bathurst, she also has a keen interest in motorsport.

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Darcy Kennard

Accountant

Darcy is a Junior Accountant at Incra Group, where he...

Darcy is a Junior Accountant at Incra Group, where he supports the team with compliance work including the preparation of financial statements, tax returns and BAS. His role focuses on helping ensure clients receive accurate financial information and that reporting obligations are met on time.

Darcy has a particular interest in automation and improving accounting processes, and enjoys finding ways to make routine work more efficient.

Outside the office, Darcy enjoys sport and music. He follows AFL and cricket closely and spends much of his free time keeping up with both.

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Kirby Grace

Accountant

Kirby is a Junior Accountant at Incra Group, where he...

Kirby is a Junior Accountant at Incra Group, where he supports the team with compliance work including preparing activity statements, assisting with tax returns and financial statements, and helping assemble client documentation. He also assists senior team members with client matters such as responding to ATO queries and completing required forms.

Coming from a family involved in fabrication and manufacturing, he has a strong appreciation for the challenges faced by business owners.

Outside the office, he enjoys coffee and occasionally heading to the snow for a ski trip.

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Hear From Our Clients…

The changeover from our previous accountant happened seamlessly

We have been with Incra since July 2024, and the changeover from our previous accountant happened seamlessly. From this time Clinton & Kelvin’s support has been very professional and the guidance of their team has helped our business forward.  Our decision to engage their services & professional support has been confirmed by our experience.

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Glenn Wibberley

Director, Ferro-Clean

Have found them to be professional, practical, and dependable

We have worked with Incra Group for approximately five years and have found them to be professional, practical, and dependable. They manage our group’s ongoing financial reporting and tax compliance requirements with consistency and accuracy and have also been instrumental in the provision of proactive guidance as our structure has evolved and become more complex. Their advice across shareholding structures, share transactions, estate planning, and broader commercial matters has been consistently sound, supporting a best practice framework for the establishment of new entities and ensuring our holistic commercial structure is well considered and appropriately positioned for future growth.

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Richard Büchner

Managing Director, Montreaux Pty Ltd

They’ve worked alongside us through every phase, helping shape our structure and success.

Incra has become a key partner in Zanda’s growth, providing a broad spectrum of accounting expertise - from best practice financial management to sound planning, succession strategy, and up-to-date tax advice. They’ve worked alongside us through every phase, helping shape our structure and success.

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Bill Wallis

Managing Director, Zanda Architectural Hardware

They made the transition smooth and easy

Changing to Incra from our previous accountant was a bit daunting, however they made the transition smooth and easy. We’ve found the Incra team to be responsive and timely with all our requirements to date.

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Scott Phillips

General Manager, Bowen Storage Pty Ltd

I can wholeheartedly endorse the Incra team.

We recently went through a business divestment and subsequent restructuring of our financial situation.  To add to the complexity, we were concurrently working through a complicated situation with the ATO.
Would have to say, that without the support, advice and assistance of Clinton and the team at Incra, the whole process would have been ever so much more difficult and stressful and I’m certain the outcomes would not have been nearly as good. 
We sincerely appreciate the detailed and considered advice we received, helping us to wend our way through the byzantine complexities of taxation, entity structure and capital gains. I can wholeheartedly endorse the Incra team.

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Ash Collins

Managing Director, TKV

INCRA delivers reliable, high-quality accounting and taxation support, underpinned by excellent service and strong integrity

INCRA delivers reliable, high-quality accounting and taxation support, underpinned by excellent service and strong integrity. We have worked with Clinton for nearly 20 years and greatly value his studious, astute approach.

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Tim Gooden

Founder, Blast One

Incra to be a great team providing excellent support and levels of personal service

We have recently joined with Incra, following Clinton who has managed our tax for over 10 years. We have found Incra to be a great team providing excellent support and levels of personal service responding in an energetic, timely and professional way. I enjoy and am rest assured, Incra’s combined experience, skill and knowledge of personal and company tax laws, family trusts and superannuation schemes are comprehensive allowing them to provide, transparent, prosperous, and fair advice, navigating and understanding the complexities of our family business and the varying needs of each stakeholder

Martyn Wilson

Business Development Manager, Civiq

I would certainly recommend their accounting services.

We engaged INCRA  in 2019 and have been pleased with the way INCRA and the team have been able to support our needs as we have grown and expanded into other states. Their knowledge of current taxation laws and tax reduction planning has also been very beneficial and I would certainly recommend their accounting services.

Alister Brown

Managing Director , Tip Top Equipment

We get value from the strong tax focus and oversight.

We have been clients of Incra Group since 2018. They have supported our growth and our expansion into other states over this time. Whilst the majority of finance functions are now embedded in our business, we get value from the strong tax focus and oversight.

Incra Group have advised on key matters in our group including Structuring, CGT, Succession Planning, Phantom Shares, Integration with US tax advice, ASIC Reporting, and Estate Planning.

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Ivan Morren

CEO, Acu-tec Piping Systems

They’re easy to work with, highly professional, and someone we trust completely

Incra has supported our business with practical advice, timely communication, and a genuine understanding of what we need. They’re easy to work with, highly professional, and someone we trust completely

Ross Büchner

Director, Woodbine

I wanted experienced, trusted advice from people who could also deliver on it

I wanted experienced, trusted advice from people who could also deliver on it—and you’ve done exactly that. You’re always available to discuss the best accounting approach, take the time to understand our business and goals, and tailor your advice accordingly.

The ongoing support has been seamless and reliable, operating smoothly in the background without disruption. We rely on Incra Group for doing business in Australia and feel confident in doing so. Thank you all.

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Freddy Farquhar

CEO, Plast-Ax

Their team is responsive, easy to deal with, and genuinely invested in good outcomes

INCRA Group consistently provide honest opinions and sound advice. Their team is responsive, easy to deal with, and genuinely invested in good outcomes. If something sits outside their scope, they’re always happy to connect us with trusted specialists in the right areas.

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Titus Dartnall

Director, Concept Products

Ready to Take Control of Your Business Finances and Realise Your Objectives?

Incra Group is dedicated to providing transformative strategic business and accounting advice, elevating your business's bottom line and propelling you toward your goals. Whether assisting with intricate business matters or furnishing practical, strategic, and profit-oriented frameworks for your growth, our team stands prepared to offer grounded advice that yields tangible results.

or call us at 1300 040 808