Expert Witness Reports

Tax Expert Witness Services

Kelly+Partners provide independent expert reports and verbal evidence on tax related matters involving litigation. We are routinely called upon to assist in cases where tax issues are central, such as disputes over tax liabilities, audits, compliance, and advisory matters.

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Expert witness reports for a range of industries and matters

Kelly+Partners possess extensive experience and understanding of tax laws, regulations the litigation process and practices. Our experts provide clear, objective analysis and expert evidence to help clarify complex tax issues for the court.

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Tax Expert Witness Services

Expert Reports

Kelly+Partners provide detailed and meticulously prepared reports. Their findings and opinions are always firmly grounded in the facts of your case, supported by the tax legislation and the relevant case law.

This process involves carefully examining all available evidence, which may include a wide range of documents such as financial statements, accounting records, tax returns, correspondence, and any other information provided in the brief. In addition, Kelly+Partners will work closely with you to identify any further details that may be required to ensure the analysis is as thorough and complete as possible.

Review of Opposing Expert Evidence

Kelly+Partners leverage their extensive court experience and prepare thoroughly for the trial. Our experts have experience giving evidence in court and have worked in various jurisdictions.

Preparation for the Trial

We leverage our extensive court experience and prepare thoroughly for the trial. Our experts have experience giving evidence in court and have worked in various jurisdictions.

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Peter Cohilj

MTax, BBus, CA, Registered Tax Agent, 
Fellow of The Tax Institute of Australia, Associate Member of ARITA 

Peter is a Chartered Accountant with over 25 years of experience in providing accounting and tax advisory services.  Peter’s depth of knowledge and experience has allowed him to assist with complex commercial disputes through the preparation of expert witness reports and giving evidence in court under cross examination.

Peter works constructively with legal teams by obtaining an in-depth understanding of the matter and providing an objective assessment of the tax issues. Peter also has a deep understanding of the professional standards applicable to the provision of taxation services and the way in which these services should be provided by accountants. Peter’s thorough, evidence-based analysis and clear communication permit his clients to obtain an objective analysis and understanding of the taxation and/or professional standards applicable to a dispute. This approach assists legal advisers by helping them strategise and work towards resolving the dispute efficiently.

Education & Accreditation

  • Chartered Accountant – CAANZ
  • Masters of Taxation – The University of Sydney
  • Tax Agent – Tax Practitioners Board
  • Bachelor of Business (Accounting)
  • Fellow of The Tax Institute of Australia
  • ARITA – Associate Member

Expertise

  • The professional standards applicable to the provision of taxation services with competence and due care. 
  • Capital gains tax (CGT)
  • Corporate tax and the taxation of partnerships and trusts
  • Mergers, acquisitions and restructures
  • Employment taxes including Fringe Benefits Tax (FBT), PAYG withholding, Employee share schemes and Payroll tax
  • Residency and Australian international taxation
JonathanAckerman

Jonathan Ackerman

BComm, LLB, Registered Tax Agent,
ATI (Associate Member of The Tax Institute)

Jonathan is adept at navigating complex GST landscapes. His expertise extends to advising on intricate GST matters, providing comprehensive services encompassing GST consulting, legal counsel, tax structuring, ATO liaison, and audit defence, among others.

Jonathan is renowned for his advocacy in tax reform, advocating for clients and industry bodies alike. He has a meticulous approach to dealing with expert witness matters. His deep expertise and passion for GST ensures that he delivers an unparalleled service when assisting the court in understanding and addressing contentious GST issues in a dispute.

Education & Accreditation

  • Bachelor of Commerce
  • Bachelor of Law (LLB) (University of New South Wales)
  • Registered Tax Agent
  • ATI (Associate Member of the Taxation Institute)

Expertise

  • Admitted as a solicitor of the Supreme Court of NSW and the High Court.

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It starts with a conversation. At Kelly+Partners, we deliver expert advice tailored to your personal, business, wealth, and estate needs—backed by structured systems and year-round support.

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