FAQ

  • How long have you been in business?

    We commenced in 2015 in Nyngan NSW and moved to the Hunter Valley in 2024.

  • Where are you located?

    I run a small home office at 1 Dargin Close Singleton. Usually I travel to meet you in your home or business at a time that suits you. I try to be flexible in this area.

  • What are your qualifications?

    I became a Chartered Accountant in 2011. I received my Public Practicing Certificate in 2015 and I am also a registered Tax Agent and ASIC Agent. You an search for me here:

    https://www.tpb.gov.au/tax-practitioner/tax-agent/25515692

  • How do I know you are the right accountant for me?

    I have a broad skill set and many years of knowledge. But what sets me apart is my focus on making business work around life and family. I operate a small business too so I get it.

    If you want someone who explains things simply, offers options and strategies and focusses on clear communication then we will be a good fit.

  • What are your fees and costs?

    I offer a free first consultation. This allows both of us to get to know each other and what your needs are. In this meeting we will discuss how I work, what my fees are, what your role is and how to get the most out of the relationship. There is no obligation and we will only move forward if its a good fit.

  • What is agent to client linking?

    The ATO has commenced a new agent to client linking process from November 2023. In the past we as agents could add you to our client portal using your tax file number. Due to a rise in fraud and identity theft, the client now has to nominate their agent for all ABN entities.

    You can find further information and the steps to link here:

    https://www.ato.gov.au/tax-and-super-professionals/digital-services/in-detail/client-agent-linking-steps

  • Do you do pro bono work?

    I take great pride in my local community so whilst I don’t offer free engagements I do have a low cost service for small community and sporting groups.

    I also hold board positions with a number of not-for-profits and incorporated ventures. Please reach out if I can assist.