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Suntax Advisors
Suntax is an accounting firm providing accounting, wealth and finance services. It uses leading-edge technology to help clients achieve their goals and has...
Suntax Advisors
Suntax is an accounting firm providing accounting, wealth and finance services. It uses leading-edge technology to help clients achieve their goals and has over 30 years supporting its community. The firm has more than forty team members offering Accounting and Tax, Bookkeeping, Superannuation processing, Legal, Financial Planning and Insurance Services, with a focus on small to medium sized businesses across Australia. It is listed among the Australian Financial Review Top 100 Accounting Firms and is a CPA Australia member and Xero Platinum Member.
General information
Firm type
RIA
Year founded
1989
Location
Region
North America
Country
United States
Principals
John Lawry
founder
Mark Lawry
Director and owner
Daniel Riley
Director and owner
Shannon Buchan
Chief Operating Officer
Lovonne Priest
front desk Sunbury
Sarah O’Brien
assistant to Daniel Riley and Support Hub member
Julie Grant
leads bookkeeping team
Lauren Gordon
Executive Assistant to Shannon
Georgia Freestone
bookkeeping team
Sector focus
Frequently asked questions
Who controls Suntax Advisors?
The individuals who ultimately control Suntax Advisors are not identified in public records. The firm does not provide a team listing or executive biographies, and no principals are named in available state-level corporate documentation. This is a common structural feature of single-family offices designed to maintain financial privacy.
Where does Suntax Advisors deploy capital geographically?
There is no publicly available information on Suntax Advisors' geographic deployment. Its corporate registration is domestic, but without disclosed portfolio assets, property holdings, or fund commitments, its capital footprint cannot be mapped.
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