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Is it easy to transfer my tax affairs from my current Accountant?

Yes, we can do the majority via contacting your previous Accountant for you.

I’m a Salary/wage earner what am I required to bring to my appointment?

· Interest/dividend statements
· Work-related receipts, log books (if applicable)
· Any donation receipts

We can access your PAYG & Private Health details through the ATO portal.

I’m a Sole Trader looking to restructure? Do you provide that service?

We conduct an Interview to discuss options around what will best fit with your future business & personal plans going forward.

Do you provide assistance with online Accounting Software?

We use several different providers and can provide you with getting started, training and ongoing support. Some programs include MYOB, XERO & Quickbooks.

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