Located in Canberra, servicing clients Australia-wide using cloud-based software including email, Dropbox & Teams.
Located in Canberra, servicing clients Australia-wide using cloud-based software including email, Dropbox & Teams.
At Canberra Tax Solutions, we provide comprehensive taxation services to individual clients in the ever-changing legislative environment. We use the latest secure cloud-based technology to prepare your virtual tax return using email or a personalised, secure Dropbox.
Most tax returns can be prepared for an agreed-upon fixed fee, except for objections and tax advice; these services are billed hourly. After receiving your information, it usually takes around seven days to complete your tax return. Each tax return is then sent to you for review, along with a phone call, Teams call to discuss your return before lodgement with the ATO
Don't hesitate to Contact Us to arrange an obligation-free 15-minute phone consultation to discuss your circumstances or to obtain an estimate of our fees.
Answer: Virtual accounting services break down geographical barriers. Regardless of your location, you can access our professional tax accounting services. A virtual accountant is a registered and qualified tax professional who allows you to do your personal or small business tax returns in a contactless environment, like the comfort of your home or office, while spending the same or (even less time) than you do now.
Along with over one thousand Australian accounting firms, I prepare my clients' returns using cloud-based software Lodgeit, an ISO 27001-certified Information Security Management System further protected by Two-Factor Authentication and anti-virus software. LodgeiT uses Dropbox sign. From a security and confidentiality perspective, the client must provide their birthdate (DD/MM/YYYY) to access the tax return.
Please refer to LodgeiT's Privacy Policy for information about how LodgeiT will access and manage your personal information.
Please refer to Dropbox Sign's Privacy Policy for information about how Dropbox Sign will access and manage your personal information.
Are you ready to experience the future of tax accounting? Please Contact Us.
Answer: Yes. I require a signed Engagement letter to commence my services.
Engagement letters are crucial documents designed to commence a client’s onboarding process, mitigate risks, avoid misunderstandings, and prevent scope creep. They are a good-to-have and an essential component of any accountant-client relationship. They safeguard the rights of both parties, ensuring clarity and transparency.
Answer: No. I perform all client work in Canberra, ACT; I currently do not, nor intend to outsource any client work to overseas accountants or accounting firms.
Answer: No, it is straightforward.
Has your accountant retired, or are you just looking for a change?
Perhaps you are looking for a new accountant who can offer secure, contactless accounting services.
Most people think that changing their accountant is going to be difficult. The reality is that it is pretty simple. The hardest part about changing accountants is working out who you want to work with.
The transition from an existing accountant to a new accountant is usually seamless for my clients.
At Canberra Tax Solutions, I negotiate the process for our new clients, ensuring a professional, amicable, transparent process for all parties.
Contact Us if you want to find out how Canberra Tax Solutions can assist you.
Answer: As a virtual accountant and registered tax agent, Canberra Tax Solutions relies on technology and remote work practices, and our methods of engaging with clients differ from traditional accounting practices.
In compliance with the Tax Practitioners Board (TPB) and best practices, Canberra Tax Solutions now requires all new clients or new client representatives to verify their identities before providing our services. Robust client verification helps to reduce the risk to tax practitioners and clients alike of identity theft and fraudulent activity. A one-off fee of $12.00 (including GST) applies to all digital client identity verifications.
Like many Australian accounting practices, Canberra Tax Solutions uses Annature, an ISO 27001-certified, encrypted, secure company based in Australia, for our digital client identity verifications.
Annature recommends completing your identity verification request using your smartphone to access the email link.
Annature's identity verification process requires you to take photos of yourself and your ID (an Australian or New Zealand driver's licence or passport).
Annature also allows me to securely collect your tax file number, date of birth, address and bank account details during an identity verification request.
Please refer to Annature's Privacy Policy for information about how Annature will access and manage your personal information.
Answer: I offer all prospective clients a free 15-minute initial consultation to see if we will be a "good fit" for each other. During this consultation, we can discuss your specific taxation needs and determine how I can best assist you and any questions you may have about our service.
Answer: Following your initial interview and reviewing your previous tax returns and the ATO's prefill information, I will provide you a customised estimate of my professional fees for my services.
Answer: At your request, a Dropbox folder can be set up for your exclusive use to securely transfer your documents. Dropbox is a widely used secure cloud storage and file-sharing solution used by accountants.
Please refer to Dropbox's Privacy Policy for information about how Dropbox will access and manage your personal information.
Answer: The turnaround time for tax preparation services depends on the complexity of the tax return but is usually 3 to 5 business days after I receive all your information.
I strive to provide our clients with accurate and timely tax preparation services to ensure compliance with tax laws and regulations.
Answer: Yes, the Tax Practitioners' Board and Institute of Public Accountants require I carry a minimum level of professional indemnity insurance. As a virtual accountant, I also have cyber insurance for our clients' peace of mind. A copy of our Certificate of Currency is available on request.
Benjamin Franklin
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