We provide tax agent services for individual and business clients. The tax agent services for business covers:
- Sole trader,
- Self-managed Superannuation Fund.
Before engaging to any tax service provider, you need to ask them 3 questions:
- Do you have your own tax agent licence or somebody else licence?
- Do you have your own public accountant licence or somebody else licence?
- Do you have your own professional indemnity insurance or somebody else insurance?
If you are not sure, you can check the registration of the tax agent through Tax Agent Practitioner Board (TPB), http://www.tpb.gov.au/tpb/agent_register.aspx, to find out whether you are dealing with a tax practitioner or not.
We also provide tax planning service for our client. This being done by meeting with the client around March and April. We then look at the 9 months performance (July – March), and make an annual prediction by utilising the actual 9 months performance. This will give us pretty good annual financial forecast and enough time frame to implement the tax planning for the client.
Please feel free to contact us if you have any other query.