Insights

Tax knowledge.
Clearer decisions.

Practical reading for individuals and small business owners, with tax perspectives, useful guides and selected commentary from external specialists.

THE READING ROOM

Latest articles & tax knowledge

Browse our latest posts and selected external reading. External sources are clearly identified; publication dates relate to the original articles where stated.

More articles

General information only. Articles are not personal tax or financial advice. Please contact us about your circumstances.

Working with your accountant

A clearer first conversation with your accountant

A short, well-organised enquiry can make it easier to work out what support you need. You do not need to send your complete financial records to begin.

Before we begin

Before you get in touch.

What should I include in my first enquiry?

A short description of the help you need is enough to start. Please leave out your TFN, identity documents, bank details and full tax records.

How are fees agreed?

The proposed work, responsibilities and fees are discussed before an engagement starts. An enquiry does not commit you to proceed.

Can I request ongoing support?

Yes. Mention whether you need help with a particular matter or would like to discuss an ongoing arrangement.

A clear place to start

Let’s make your next
financial step clearer.

Tell us what you need help with. We can discuss the next step and the support that may suit your situation.