Before Our Appointment

 
 

Some of the typical things that I need to know -

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Are you an individual with a basic salary and wage, or are your affairs more complicated?

Do you own shares, or a rental property?

Do you operate a business? What is the structure of your trading entity - are you a sole trader, or do you operate your business through an entity?

Do you maintain books of account using Xero, MYOB, Reckon or a similar software program for your business?

How can a client save money before I start your work?

Ensure you have details of all income earned

Prepare a list of work related expenses that you have incurred

Ensure you have diary entries for expenses such as mobile telephone and internet use for which you do not have receipts.