Make your next decision with a clearer tax picture.

Start with the decision

Tell us what you are considering and when. A useful discussion begins with your circumstances, records and goals.

Connect the business and personal picture

Owner compensation and business changes can affect several returns. Share the relevant information so the issues can be considered together.

Agree on the next step

We explain the scope of further work and what information is needed. Advice depends on your facts and applicable rules; outcomes are not guaranteed.

What your engagement may include

• Review of the tax questions you raise
• Discussion of relevant planning considerations
• Agreed next steps and information requirements

The exact scope, responsibilities and proposed fees are confirmed before paid work begins. Not every item is required for every engagement.

Bring a little context to the first conversation

• A summary of the decision and timing
• Recent tax returns and assessments
• Relevant business and personal financial information

A short summary is plenty to start. Records are only requested once you’ve engaged the firm, through the secure client portal.

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