ABOUT US

Our Leader and devoted Cokey-ma (Grandmother) With a Masters in Practising Accounting, Carolyn is also a Registered Tax Agent and holds a Diploma in Workplace Training & Assessment. Carolyn is dedicated to providing professional and personalised services to every single client. Dedicated Nanna, renovator and ballet enthusiast.

Jason has taken on the role of Managing Partner at Geyer Accountants and is passionate about leading the staff and clients of Geyer Accountants to success. Jason is the go-to person for business advice and strategy and loves nothing more than to deeply understand his client’s businesses and their needs so he can provide long-term stability and assurance.

Marita commenced working in Tax and Financial Paraplanning in 2001 after 6 years in the Banking sector. With a Bachelor of Business (Accounting) she provides a full range of services to clients including tax return preparation concentrating on Individuals, Small Business and Rental Property owners, Bookkeeping and BAS preparation. Marita lives locally and enjoys playing netball, walking her dogs, bike riding and is a Carlton Football Club Member.  She loves spending her spare time with her family and friends, follows most sports and is an avid reader and loves to cook.

James has over 25 years’ of experience in public accounting and specialises in tax compliance and consulting.

His expertise lies in advising individuals, small to medium sized businesses across a large range of client types and industries, structuring for new and existing businesses, GST and ABN compliance, capital gains tax, compliance and planning.

“If you spend too much time thinking about a thing, you’ll never get it done. Make at least one definite move daily towards your goals”

BRUCE LEE

James is a IPA Australian member, Registered Tax Agent and recently admitted as an associate member of the Institute of Financial Accountants UK

Morli brings extensive experience across accounting, business services, taxation, and auditing. She provides practical, timely advice to a wide range of clients, including trusts, companies, not-for-profit organisations, and high-net-worth individuals—particularly in the medical field.

Her deep understanding of complex tax structures and compliance enables her to deliver tax-effective solutions with a real-world focus. With a strong technical background, Morli is known for her clear communication and client-first approach.

She is a Certified Practicing Accountant (CPA) and a Chartered Tax Adviser (CTA) with the Tax Institute of Australia.

Outside of work, Morli enjoys photography, baking, and experimenting in the kitchen. She also loves music and discovering new places through travel.

Megan is the Personal Tax Specialist, assisting all clients varying from those that have a sole trader business to those with investment properties or investment portfolios or even just your everyday tax return. Over 20 years’ Megan has helped many clients in providing taxation advice to match their area of business. With her bubbly personality, you’ll find Megan always able and willing to help you. Megan enjoys spending any spare time with her family or at the beach.

Jo joined our team in May 2023 and has quickly become an integral part of our operations. As our in-house bookkeeper, she ensures client files are accurate, up to date, and managed with precision. With over 20 years of experience in the field, Jo is responsible for preparing Business Activity Statements, managing payroll, and supporting our accountants with day-to-day tasks.

Outside of work, Jo enjoys quality time with her family and exploring the outdoors with her labradoodle on fun-filled adventures.

Sally is a valuable member of the Geyer Accountants team, having joined us following a recent merger. With over 20 years of experience in bookkeeping and payroll, and over a decade in personal tax preparation, Sally brings a wealth of knowledge to our firm. Her extensive expertise spans a wide range of industries, allowing her to offer tailored financial solutions to meet the unique needs of each client.

Outside of work, Sally enjoys spending her free time at the beach and is an active member of her local lawn bowls club, where she loves the camaraderie and competition. We are thrilled to have her join our team!

Rachel is the heart of our office operations, making sure everything runs smoothly behind the scenes. From supporting our accounting team and leading the admin crew to jumping in with a bit of IT support when needed, she keeps the wheels turning every day.

With over 22 years of customer service experience — and more than a decade here at Geyer Accountants — Rachel brings a wealth of knowledge and a calm, can-do attitude to everything she does. She first joined us at reception and has grown with the business ever since.

Sandra plays a key role in keeping things running efficiently between our accountants and clients. With a Diploma in Business Administration and a sharp eye for detail, she helps ensure that workflows are smooth, timely, and well-organised. As our practice continues to grow, Sandra is also instrumental in developing and maintaining the policies and procedures that keep us on track.

And when she’s not streamlining office systems, Sandra indulges her fun side with a growing collection of Eeyores — yes, the lovable donkey from Winnie the Pooh!