New Clients

Business Advice and Returns

Most new Business Clients have been referred from other business owners who we currently work with.

Sole traders only need to do an individual return and so can go back to the New Clients Individual Page and get details from there.

For Partnerships, Companies, Unit Trusts, Discretionary Trusts and Hybrids – different requirements need to be met – hence we require different information in different formats and this could even change from business to business depending upon which industry you are in.

We want you to give you the maximum service, in the quickest turnaround time we can provide for the most reasonable price. But by law – these types of entities require more work on our behalf as stipulated by the ATO and the Accounting Industry organisations and hence come at a larger cost to the owner than getting an individual return done.

Because of COVID-19 we will only be doing tax returns via email and phone call (if necessary). The returns will be done on a First-In, First-Out basis as long as all the information is properly provided by you the client.

Hence if you are a new client of a business nature- please email your contact details to and I will be in touch (via phone and then email or zoom) within 48 hours to discuss your needs, quote you a price and organise to send you relevant documentation and checklists of what we require to undertake your work.

With most businesses – we tend to do these later in the year as we get the rush of individual returns out of the way as soon as possible before concentrating on the larger jobs. We usually have until 15 th May the following year to have these types of returns lodged. And if they are going to be a payable instead of a refund – all the more reason to delay doing them until later in the year.

However, if you need your business return done urgently – feel free to discuss with me the reason
for its urgency and a timeline that you would like it done by.


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