Jonas and Associates Accountants | R&D Tax Advisor Profile

About

Constructed via AI from public information

Jonas and Associates Accountants is an Adelaide-based accounting and advisory firm led by founder and principal accountant John Stankevicius, who positions himself as a strategic R&D advisor to manufacturers. The firm provides integrated R&D and early-stage innovation tax support, including R&D Tax Incentive calculations and documentation, AusIndustry applications, and Early Stage Innovation Company (ESIC) applications, alongside bookkeeping, BAS/IAS and tax return preparation. Its R&D offering explicitly addresses the at-risk provisions, advance findings and advance/overseas findings, and is marketed to technically minded clients seeking R&D, ESIC and accounting work handled in one place. The firm also offers broader services including taxation, financial planning, SMSF/superannuation, forensic accounting, business valuations and succession planning.

Services

Application Writing

Drafts and prepares your R&D Tax Incentive application, including technical narratives and supporting documentation.

Submission of Applications / R&D Lodgements

Handles the end-to-end submission of R&D registrations to AusIndustry and lodgement of R&D schedules with the ATO.

Project Eligibility Assessment

Evaluates your R&D activities against legislative criteria to determine which projects and expenditure qualify.

Expenditure Review

Reviews and categorises your R&D-related costs to ensure all eligible expenditure is captured accurately.

Advance/Overseas Findings

Submission of applying for Advanced and Overseas Finding application for the R&D Tax Incentive with the Department of Industry, Science & Resources.

Bookkeeping

Manages day-to-day financial record-keeping, ensuring R&D expenditure is tracked and categorised correctly.

Tax Return Lodgement

Prepares and lodges your annual company tax return, including the R&D Tax Incentive schedule.

CFO Services / Financial Forecasting

Provides outsourced CFO capabilities including cash flow modelling, budgeting, and financial strategy.

Startup Advice

Offers tailored guidance for early-stage companies on structuring R&D, accessing incentives, and managing cash flow.

Who this advisor's a fit for

A strong fit for Adelaide and SA manufacturers, plus software and engineering businesses, that want a strategically minded accountant to handle R&D Tax Incentive and early-stage innovation work in one place. Especially suited to technically minded founders who need ESIC applications and R&D calculations and documentation handled alongside their bookkeeping, BAS/IAS and tax returns, and to those whose claims touch the at-risk provisions or require advance and overseas findings. Best matched to smaller-spend companies (up to around 500K) who also value access to broader services such as financial planning, SMSF, business valuations and succession planning.