Tax Agent Services
As a CPA practitioner, we are not only bound by the Tax Agent Practitioner Regulations, but also the Accounting Professional and Ethical Standards and CPA Australia Standards. This will ensure a professional level of service to the public.
When we perform our services, we are bound by a fiduciary duty – a legal obligation to act in the best interest of our clients. The fiduciary is bound to act with unwavering loyalty, avoid conflicts of interest, and never profit from their position without the express consent of the clients. This duty is second only to the public interest, which is a broader obligation for public accountants to act in the public interest.
We provide all tax agent services for individual and business clients, covering:
- Sole trader.
- Partnership,
- Company,
- Trust,
- Self-managed superannuation fund.
Before engaging in any tax service provider, you need to ask them 3 questions:
- Do you have your own tax agent licence or somebody else’s licence?
- Do you have your own public accountant licence or somebody else’s licence?
- Do you have your own professional indemnity insurance or somebody else’s insurance?
In Australia, the Tax Practitioner Board (TPB) is the regulatory body responsible for overseeing the conduct of tax practitioners. The TPB is also responsible for ensuring compliance with the Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code). To protect the public interest, only licensed providers granted by the TPB could offer their services to the public. To find out whether you are dealing with a tax practitioner or not, you can check the registration of the agent through the Tax Practitioner Board (TPB), http://www.tpb.gov.au/tpb/agent_register.aspx.
By having the above checked, you are covered if something goes wrong. By law, all tax agents that offer their services to the public need to maintain the above 3 items.
Please feel free to contact us if you have any other query.