Our Process
Our process is Simple, Convenient and Effective.
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Step 1. Contact Us
Thank you for considering our services. We invite you to contact us through your preferred communication channel, whether it be phone, email, or by submitting a request on our website. After you reach out, we will engage in a brief conversation to understand your requirements and set up a meeting or phone consultation with a qualified accountant.
- We will send the engagement letter for you to sign and need 2 photo IDs as per the ATO requirements.
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Step 2. Discuss and Gather Information
The accountant will conduct a thorough analysis of your requirements and gather all available information. We prioritize diligence in our process, as we seek to uncover every possible opportunity to enhance your savings or achieve the maximum refund.
- if you meet us in person and do not have the information readily available, you can email it to us when you go home.
- If we need to contact a 3rd party, such as the ATO, ASIC or another entity, we will do so with your authority.
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Step 3. We Will do our Best
After thoroughly analyzing all the collected information, we strive to legally reduce your tax obligations or secure the maximum refund available to you. Our primary focus is your best interests, and we will notify you of any potential adjustments that could lead to improved results in the future or strategies to help you save money.
- We Guarantee the BIGGEST TAX REFUND legally possible!
- We will spend our time wisely on your file to keep our fees cost effective for you.
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Step 4. Sign , Payment and Lodge / Completion
To maintain the integrity of our work, a separate accountant will review the completed tasks. Once all is in order, we will either send the paperwork for your signature or set up a meeting to finalize everything at your convenience. The documents can be signed electronically and returned to us via email.
Along with the paperwork, we will send our invoice. Once you have processed the payment, kindly send us the payment confirmation along with the signed documents, so we can finalize the lodgment or provide you with the completed work.
Along with the paperwork, we will send our invoice. Once you have processed the payment, kindly send us the payment confirmation along with the signed documents, so we can finalize the lodgment or provide you with the completed work.
Let’s Collaborate with Us!
From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.
