Frequently Asked Questions

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Look for a tax agent registered with the TPB. You can check their registration status on the TPB website. Consider their qualifications, experience, client reviews, and areas of expertise. Referrals from friends or family can also be helpful. 

 You can schedule an appointment by either visiting our website, calling our office, or completing the contact form on our website.

Yes, we offer tax planning services to help minimize your tax liability and maximize your tax savings.

You should provide:

• Personal identity documents (A photo ID)
• PAYG summaries or income statements
• Receipts for work-related expenses, charitable donations, and other deductions
• Bank statements
• Investment and rental property records
• Previous year tax returns.

 A tax agent can identify eligible deductions and tax credits, help with tax planning strategies, and ensure you are compliant with tax laws to minimize your tax liability.