McKinley Plowman | R&D Tax Advisor Profile

About

Constructed via AI from public information

McKinley Plowman is a full-service independent accounting and advisory firm based in Perth, Western Australia, founded in 1997 by Murray McKinley and Nigel Plowman and operating from offices in Joondalup and West Perth. Alongside tax, accounting, wealth management, business improvement and finance broking services, the firm provides an R&D Tax Incentive Advisory service that helps Australian businesses assess eligibility against the legislative definitions, improve documentation processes across the project lifecycle, and structure projects for stronger compliance and claim readiness. The firm emphasises that, with rising compliance expectations, R&D claims can no longer be treated as a simple year-end exercise and that projects should be designed around genuine core R&D activities.

Services

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.

R&D Strategy Development

Works with you to build a forward-looking R&D strategy that aligns eligible activities with business goals.

ATO Audit Defence

Represents and supports your firm during ATO compliance reviews, audits, or information requests relating to R&D claims.

Tax Return Lodgement

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

Bookkeeping

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

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 Western Australian businesses in software, manufacturing and engineering that want their R&D Tax Incentive handled by a full-service accounting and advisory firm alongside tax, accounting and CFO support. Especially suited to companies with R&D spend up to around $5M that prefer to treat their claim as an ongoing, well-documented process rather than a year-end exercise, and that want help structuring projects around genuine core R&D activities for stronger compliance. Also well placed for startups seeking eligibility assessment, expenditure review and audit-defence support under one roof.