FEES

Individuals; Starting from $120 per person (consession from $99)
Rental property; $120 + $150 per property
Sole trader; $120 + $150 per business
BAS/ Company/ Partnership/ Trust; Please contact us for a quote
*Additional fees apply for complex tax issues, complex calculations or if you have poor records. Examples include motor vehicle claim, investment sales, depreciation schedules etc.

NEW CLIENT FORM

Please provide TFN and DOB if we will be adding you as a client. If your partner requires our assistance, they must complete a separate form. We are working with clients online only for the foreseeable future.

Full Name

Including pronouns

First Name

Last Name

Email

Phone

(###)

###

####

Date of Birth (optional)

MM

DD

YYYY

Tax File Number (optional)

Must be 9 numbers

Address

If an alternative postal address is required, please provide details in the comments section below.

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Marital Status (partner must complete separate form)

If you're partner also requires our services, they must complete a separate form. If applicable, please indicate number of dependant children in comment section below.

Do any of these apply?

If so, please provide more info in the comments section

Rental investment property

Business - Sole trader, partnership or company

Self Managed Super Fund

Dependant children (indicate how many below)

None of the above

Occupation/Job Title

How can we assist you?

NEW CLIENS & FEES