Preparation for your Appointment
Scope of Our Services
NEW CLIENTS:
New individuals must provide their Tax File Number (TFN) and Date of Birth (DOB) upon arrival.
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New Businesses must provide their Australian Business Number (ABN) and Company Tax File Number (TFN) upon arrival.
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This information is used to add clients to The Australian Tax Office (ATO). Please provide these details when booking an appointment as a new client.
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What to bring for your Income Tax Return Consultation?
- Receipts
- Investment/Rental information
- Work Deductions
- Any additional information​
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As your tax agent, we will prepare and lodge your Individual Income Tax Return, including adding you as our client at the ATO.
In addition to the financial information required to complete your tax return, it is expected that you will make available all relevant source documentation to us.
In preparing your individual tax return we will rely on the documents and information provided, and representations made by you.
We're Here to Help
We are a COVID Safe premises
Face-to-face, email or phone appointments are available.
Book in by calling our office 02 4257 1070
