Speak to a tax agent, not a call centre.

Whatever you have, in whatever state it is in — last year's return, your accounting file or bank statements, and any ATO correspondence. Part of the first meeting is identifying what is missing, so incomplete records are a normal starting point, not a problem.

Yes. With your authority we contact your current accountant, collect your records and prior returns, and add you to our tax agent lodgment list. You do not need to have that conversation yourself, and the handover does not interrupt your lodgment obligations.

The evidence file for that return already exists — it was built before lodgment. We assemble the response from it, manage the correspondence, and represent you as your registered tax agent. You are informed at every step, but you are not the one answering the ATO.

Yes. The practice is based in Brisbane and works with clients in every Australian state. The work is document-based and runs the same way at any distance — by phone, WhatsApp and video, with documents exchanged through the client portal.

For at least five years from lodgment, which is the ATO's general substantiation period. Records are stored in structured, indexed form and remain retrievable on request — including if the ATO asks in year four.