Individual tax returns

• The first step is to send us a message outlining your query and we will respond with a phone call within 24 hours.

• After the initial call and you wish to proceed, we will send through a link for any documents or details we require.

• From there, consider it done!

Might be better to just email it to the client after the call. Maybe fill it out for them and email to them to complete. You could email them a link that sends them to a JotForm on the website. This at least may improve your rankings.

Businesses

(sole traders, companies, partnerships and trusts)

• The first step is to send us a message outlining your query and we will respond with a phone call within 24 hours.

• If you require a once off service we will send through a link for any documents or details we require.

• If you require and ongoing service, we will send through a monthly renewable contract, payable up front. You can cancel any time if you’re not happy.

• If you have an existing accountant, we will send them an ethical letter requesting they transfer across any documents we may need. You don’t need to do anything.

SMSF

• The first step is to send us a message outlining your query and we will respond with a phone call within 24 hours.

• After the initial call and you wish to proceed, we will send through a link for any documents or details we require.

• From there, consider it done!