ACCOUNTING & TAXATION for Individuals
What are the benefits of working with our Accounting & Taxation team?
We aim to be part of your professional team and know that while we may only catch up once a year, that meeting needs to be efficient, easy and you need to be kept informed
Professional Quality Service
We aim to get to know our clients and deliver a flexible professional service tailored to your needs. Life is busy and we offer a variety of communication and processing choices to our clients and are happy to work around their needs.
Our aim to protect you and work within all compliance guidelines, so if we are not comfortable with an approach we will let you know. We will always endeavour to provide a viable alternative if there is a better way. We respect our clients and relationship with them and may not always be able to agree with everything, but honesty is imperative.
The world is constantly changing and in turn the taxation and accounting worlds are also changing. The Accounting and Taxation team is constantly looking for ways to stay current and relevant in all areas of accounting, whether it is the knowledge of the team, the changing compliance landscape, the technological aids available or the services we can offer.
We aim to show you value, whether it’s giving you the option to simplify your processes and reduce your fees or create value in the items you are already having prepared so that you see the benefit in having your return professionally prepared.
How does Accounting & Taxation work with us?
If you are interested in engaging our team, you have a few options to make your life easy:
- Contact us and book an appointment
- Send in your tax information for us to complete the services you require, this whole process can be completed without you having to come in for a meeting, however all documentation will be required as per standard practice
Frequently Asked Questions
Why do you want my documents before my appointment?
By sending them in prior to your appointment we can have our system up to date and the Tax Return partially completed before you even make it through the door. This also means we can ask you to bring any missing documents with you and discuss your Tax Position with you during your appointment. We want you to get the most out of your appointment with us so why spend your appointment going through documents when we can go through your Tax Return, Tax Situation and Planning Strategies for the year ahead.
What if I don’t have all my documents ready for my Tax Appointment?
Don’t think you need to have your Tax Appointment early in the financial year? If you don’t have all your documents ready, your return will be delayed and in fact you are much better waiting until you have all your tax documents together before coming in. Let us know when you are ready and we are happy to reschedule your appointment.
If you would like to have a chat about what documents you need, do not hesitate to ring our office at any time.
Why don’t you complete my tax return as I send in the additional documents?
We understand that you don’t always know what you need to get your tax return completed and that sometimes we will ask for items you would have never thought of. We will issue you with a list of items required to complete you tax return after we meet with you or commence your tax return. Until we receive all of those items we will not continue working on your tax return.
Not only do we want you to be able to claim all the expenses you are entitled to, but we want to ensure that your Tax Return is prepared in the most efficient way possible so that we can be as cost effective as possible.
How can we help you?
Contact us today to organise an initial appointment with an Accounting & Taxation Specialist.
The specialist can provide a free financial assessment and evaluate the impact on your individual circumstances.
We provide a holistic service and can assist you in all areas of your financial life.