Firm Profile
We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer.
Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!
Our current client base consists of small businesses in industries such as manufacturing, wholesaling, engineering, building & construction, employment services, franchising and primary production. Many of these involve complex groups comprising companies, trusts and partnerships.
We also service individual taxpayers and investors from high net worth to salary and wage earners with small portfolios, and have experience with property developers and investors, motor vehicle dealerships, retailers, import export operations and many more.
Information We are Required to Disclose to You
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
- Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2024 onward include the following:
- None Applicable
- The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
- If you have a complaint about our Tax Agent services, please contact the Director in the first instance with details by email. We will respond to your complaint within 3 days and provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.