RESOURCES
Start with the right information.
A few practical pointers to help you prepare for your first conversation with us.
Before you get in touch
You do not need to have everything ready. Start with a brief outline, and we will explain the next steps.
Your situation
Tell us whether the enquiry concerns a company, sole trader, individual, rental property or trust.
The work you need
Identify the period and the service you are looking for. Mention any approaching deadlines.
The records available
Let us know whether you use MYOB, Xero or bank statements, and whether prior accounts are available.
Switching Accountants
Make the handover clear.
Let us know which periods your current accountant will finish and what you would like us to take over. With your authority, we can request the relevant records and agree on the handover.
Discuss your handoverTax Q&A
Answers to everyday tax questions.
Browse practical answers by category: investment property, GST, business, employees, trusts, personal investments and tax payments.
Read Tax Q&AFrequently Asked Questions
Before we begin.
Can I move from my current accountant?
Yes. We can discuss the transition and, with your authority, request the relevant records from your previous accountant. Let us know which periods they are completing.
What information should I prepare?
Start with your business or personal details, the period you need help with, and your latest financial records. We will provide a specific checklist after discussing your needs.
How are fees agreed?
Fees depend on the scope, transaction volume and the condition of your records. We discuss the work and confirm the fee arrangement before starting.
Can we communicate in Chinese?
Yes. We offer communication in English and Mandarin, so you can discuss your accounting and tax matters in the language you are comfortable with.
Get in Touch
Tell us what you need.
We will discuss your situation, confirm the scope and explain the information required.