I am a new client
where do I start?
Will we be a good fit?
Let’s start by seeing if we may be a good fit.
Our
Firm & Client Expectations Form
will help you to gauge if we have an understanding of our obligations to each other.
What's Next?
Once we have established our Terms, we will need to collect some information about you. Feel free to download our
and provide a completed copy to us.
The final Red Tape
It is now a requirement of the Tax Practitioners Board and the Australian Taxation Office that we verify your identity prior to signing you up as a client.
For Individuals, the attached
shows details of the kinds of identification we require from you.
For entities other than individuals, you will need to link us via your MyGov account using the