our process
1. Apply online
Complete our simple online application
form and our tax experts will be in touch to assist you.
2. Reviewed by a CPA
After you submit your application, you’ll be connected to our tax agent portal. This allows us to share information with the ATO and act as your tax agent for your tax return.
If you previously linked to another tax agent, you will be de–linked from them and linked to our tax agency.
We’ll also carefully review your application and request any additional information needed.
3. Your review
Upon finalising your tax return, we will provide you with an estimated tax refund or tax liability for your approval.
4. Receive your refund
Upon receiving your signed tax return and fee, we’ll promptly lodge it with the ATO.
In most cases, you’ll receive your refund within 2 weeks. If your tax return takes longer than expected, we’ll be happy to contact the ATO to investigate.
Talk to us
Have any questions? We are always open to talk about your tax, business and how we can help you.