Located in Canberra, servicing clients Australia-wide using cloud-based technology, such as email, Dropbox, WhatsApp & Teams.
Located in Canberra, servicing clients Australia-wide using cloud-based technology, such as email, Dropbox, WhatsApp & Teams.
Answer: A virtual accountant is a professional who provides online accounting services instead of in person.
Virtual accounting services break down geographical barriers. Regardless of your location, you can access our professional tax accounting services.
I prepare clients' tax returns using the latest cloud-based software, such as Lodgeit, an ISO 27001-certified Information Security Management System that is further protected by Two-Factor Authentication and anti-virus software. Additionally, I always use an ISO 27001-certified secure digital signing system for all tax returns and financial documents.
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.
My Engagement letter is available here.
Answer: No. I perform all client work in Canberra, ACT; I will not outsource client work to overseas accountants or accounting firms.
Answer: No, it is very easy.
Has your accountant retired, or are you just looking for a change?
Most people think that changing their accountant is going to be difficult. The reality is that it is quite 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.
Please Contact Us if you want to find out how I can assist you.
Answer: As a virtual accountant, I rely on technology and remote work practices, and my methods of engaging with clients differ from traditional accounting practices.
The Tax Practitioners Board (TPB) requires me to verify all new clients or new client representatives' identities to reduce the risk of identity theft and tax fraud, even if your previous accountant has already done an identity check. I will require a proof of identity check to proceed with the engagement.
Like many Australian accounting practices, I use Annature, an ISO 27001-certified, encrypted, secure company based in Australia, for our client identity verifications.
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 recommends using a mobile device to go through the process, as it provides a smoother experience than a computer.
Annature also allows me to securely collect your tax file number, date of birth, address and bank account details during an identity verification request.
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.
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: A Dropbox folder will 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.
Answer: The turnaround time for tax preparation services depends on the complexity of the tax return but is usually 3 business days after we 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.
Our liability is limited by a scheme under Professional Standards Legislation.
Privacy Policy (pdf)
Download© 2024 Canberra Tax Solutions
ABN 43 600 434 005
Canberra Tax Solutions is a virtual tax preparation service that provides clients with a convenient alternative to traditional accountants' tax return services.
This website's content is intended for general information purposes only. You should always seek professional advice before acting.
We accept no responsibility for any loss due to any action taken or refrained from in consequence of its contents.
We do not accept liability for the content or performance of any third-party website accessed through this website, nor do we endorse or approve the contents of any such site.
We do not give any warranty that this website is free from viruses or anything else that may damage any technology.
Liability limited by a scheme approved under Professional Standards Legislation