How it works
Working with us is simpler than you think.
Whether it's your first return with us or you're moving your business across, here's exactly what happens and what we need from you.
For individuals: step by step
Step 1: Book a time
Request a call back or phone the office. We confirm an appointment at Guildford, Chester Hill or over the phone.
TakesAbout 2 minutes. We reply within one business day.Step 2: We send a checklist
Before your appointment you get a short list of exactly what to bring, based on your situation.
You needPhoto ID and whatever paperwork you have. We can fill most gaps.Step 3: Meet your accountant
We go through your income, deductions and anything unusual this year, and answer every question you have.
Typically30–45 minutes, in person or by phone.Step 4: We lodge and plan ahead
We prepare and lodge your return with the ATO, explain the result, and flag what to do this year to be better off next year.
AfterMost refunds arrive within two weeks of lodgment.
For businesses: step by step
Step 1: Free introductory chat
Tell us about your business, structure and where things are up to. No obligation.
TakesA 15-minute phone call.Step 2: We take over the paperwork
We contact your previous accountant, collect prior returns and get access to your ATO and bookkeeping records.
You needJust your signature on the engagement letter.Step 3: Catch-up and clean-up
We bring BAS, books and lodgments up to date, and deal with the ATO about anything outstanding.
Typically2–4 weeks, depending on how far behind things are.Step 4: Ongoing support
Quarterly BAS, year-end returns and regular check-ins on tax planning and growth, all with the same team.
AfterA clear calendar of what is due and when.
Checklist
What to bring to your appointment.
Don't have everything? Bring what you can. We'll tell you what's missing and can often get it directly from the ATO.
- Photo IDDriver licence or passport, for new clients.
- Income statementsUsually pre-filled from your employer via myGov.
- Bank interest and dividendsStatements for all accounts and shares.
- Work-related expensesReceipts for tools, uniforms, courses, travel and home office.
- Rental property recordsRent received, agent statements, rates, repairs and loan interest.
- Private health insuranceYour annual tax statement from your fund.
- Last year’s notice of assessmentIf you are new to us.
Ways to work with us
In person
Meet us at Guildford or Chester Hill. Bring your documents and leave it with us.
Over the phone
Talk it through by phone and send documents by email. No need to come in.
Drop off
Leave your paperwork at either office and we will call you once we have reviewed it.
Ready for step one?
Request a call back and we'll find a time that suits you.