OUR CLIENTS

Find out more about the many ways we can help you

How we work

Initial Consultation

 

We treat every client with the attention and respect they deserve. An initial consultation ensures that we meet all of your expectations and helps us understand your needs so that we may serve you better.

Initial consultations can be arranged in many different ways. We are able to hold consultations in person at our office, via Skype or via a phone call. Our team of professional accountants will take the information provided during the consultation and form a personalised approach to handling your account. All information provided will be handled confidentially and used to ensure the best result for our client.

Quotes & Estimates

 

It is impossible to know how long your accounting work might take without access to your financial and tax records.
The cost will often depend on how the records are presented to us. Follow our Online Questionnaire for information on the most efficient way of presenting your books to us. You may also work with us to try to minimise the time.

We only quote for complex jobs. For smaller jobs, such as personal tax returns for employees etc, the fee estimates published on this website are as accurate as we can give. If your fees look like they will exceed these published rates, we will let you know.

Payment Methods

 

Standard terms of are either immediate payment at the end of a meeting or within 7 days. Returns are lodged when payment has been received in full.

We accept direct bank deposit, EFTPOS, Mastercard, Visa or cheque.

We also accept payment of fees direct from your tax refund. This method uses a credit facility to pay our fee from your tax refund (conditions apply).

We can discuss payment methods further upon initial consultation.

Client Resources

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TAX CHECKLIST

A thorough checklist and helpful guide outlining what is required in order to submit either an Individual Tax Return or a Return for Companies, Partnerships, Trusts and Other Businesses.

 

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FEES & TERMS OF ENGAGEMENT

We have provided a thorough description of our standard fees and engagement terms so that you know exactly what to expect when you contact us.

 

NEWSLETTER

Stay up to date and on track with our Newsletter. We keep you informed so that you feel more secure and informed regarding your financial decisions.

 

For more information on how we can help you, schedule an appointment today.