Learn how we work. From becoming our clients to our ongoing support.
At Simply Tax Solutions, all initial consultations are free of charge. You can meet with one of our expert accountants to discuss your finances. During this first consultation, you will be informed on the costs of Simply Tax Solutions services and, if you decide to continue working with us, you will need to pay for future services.
However, you do not need to pay anything for your first consultation; we strongly advise you book an initial consultation with one of our experts, as they can help you get clarity over what you should do with your finances in order to meet your goals or regain your financial balance.
Following the initial consultation with one of our expert accountants, we will assist you in selecting the most appropriate plan for you. We can tailor our services to ensure that the services we provide are in tune with your personal goals but also tax effective in the modern competitive business world.
Once you're happy to move forward, we'll get to work. Our approach is hands-on. We will provide you with easy to understand financial reports and advice to help you make better business decisions.
Interested in working with us? Feel free to have a look at our services and see what we can offer to help you.
See our Services If you just want a quick, simple way of getting your Individual Tax Returns done then simply contact us, and we'll send you a link for you to fill out our forms to submit your financial information and we will get your tax return done.
If you simply just want to get your tax return please can contact us. We will send you online forms that you can easily Once you sign up you'll have access to forms where you can just fill them out.
Contact us
Just submit your information and upload files. As soon as we receive all the needed information we'll start working on your tax return. Please note that every client’s situation is different, therefore we cannot give you an exact estimate time of completion until we have looked over your case. However, we can assure you that we will have your tax return done as quickly as possible. Also, should we be needing more information we will let you know.
We do not charge for short general enquiries regarding taxation and business affairs and treat calls as an opportunity to build our client relationships. In the case of complex matters we recommend arranging an appointment to discuss the matter face to face.
No, unless circumstances requiring travel are agreed with our clients. We consider it essential to visit your business premises to understand the environment you operate in.
Simply Tax Solutions is not a licensed financial planner and as such cannot provide financial advice directly. We work in conjunction with a handful of professional licensed financial planners best suited to your situation and personality. We can advise in relation to residential and commercial property investment structuring and taxation matters.
However, we can assist financing needs, ensuring taxation and financial information required for your application is co-ordinated.
If we have advised a completion date we will contact you to let you know why the job is delayed and when we expect to complete it. We aim to complete business clients within 4 weeks of receiving the work.
Yes, we can respond to this, however we encourage our clients to plan to avoid the need for urgent work to arise.
This depends on the type of tax return you need to have done. Call us on 07 3829 0593 and we can let you know. If you are an individual, please contact us and we'll send you forms can submit your information online.
As a TaxAgent, our work for you is performed in accordance with the Tax AgentServices Act 2009. Under this Act, the Tax Agent Services (Code ofProfessional Conduct) Determination 2024 requires that we make thefollowing disclosures to you:
1. Matters that could significantly influence your decision toengage us (or continue to engage us) for a Tax Agent Service from 1 July 2022onward include the following:
2. The Tax Practitioner’s Board maintains a register of TaxAgents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
3. If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact our office by email. Your complaint will be investigated by a staff member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. TheTPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
