Why work with a registered tax agent?

Why work with a registered tax agent?

Registered tax agent information: Our tax agent number is 26105752. 

As a registered tax agent, we work with you to ensure your tax affairs are managed.  From preparing and lodging tax returns or liaising with the ATO on your behalf, to providing you with complex tax advice working with a registered tax agent gives you the comfort that the services are provided competently and that we continue to keep abreast of changing tax laws.  We take time to understand your situation so that any tax advice given is appropriate.   

In Australia, only registered tax agents can provide tax agent services for a fee.  If you pay someone who is not registered you are not able to claim a deduction for the payment.

The Tax Practitioners Board maintains a public register of current and former tax agents.  This register can be accessed via the following https://www.tpb.gov.au/public-register.  The register can be searched by entering a name, an ABN or a tax agent number. 

Disclosures:

We are required to advise you of anything that may significantly influence your decision to engage us.  We are not aware of anything that may need to be disclosed. 

Complaints:

We understand that in certain circumstances you may not be satisfied with the tax agent services provided.  We encourage you to contact us as soon as possible to discuss the situation to see if there is anything we can do to resolve the issue.  If this does not resolve the issue to your satisfaction, you have the right under the Tax Agent Services Act 2009 to lodge a complaint with the Tax Practitioners Board via their “online complaints form”. 

Please visit https://www.tpb.gov.au/complaints for further information on your rights to complain and the process you must follow to make a complaint.  The “online complaints form” should also be available at this address.

Note:

• The online complaint form is not able to be saved

• You can make an anonymous compliant

• You must provide as much information as possible (including supporting evidence) with the form in order for it to be actionable by the TPB

• You have review rights if you are not satisfied with how the TPB deals with your complaint