Get in touch
Talk to Rohan directly.
A 20-minute scoping call before any engagement letter. We service the Hills District and greater Sydney.
Send a message
After you enquire
What happens between your message and an engagement letter.
No enquiry commits you to anything. The sequence below is deliberately slow at the front — the scoping call exists so that neither side signs up to work that does not fit.
We reply
Your message lands directly with Rohan — there is no triage team or call centre. We aim to respond within one business day with a couple of proposed times, or an immediate answer where the question is quick.
Scoping call
About 20 minutes by phone or video. You describe the situation in your own words; we ask enough questions to understand the shape of the work — entities involved, deadlines, what has and has not been lodged.
Scope and fee in writing
If the fit is right, you receive a written scope and fee before any chargeable work starts. For lending enquiries this is also where you receive our Credit Guide. No engagement begins on a handshake.
Work begins
Once the engagement letter is signed, we request documents through secure channels, add you to our tax agent lodgement list where relevant, and agree the timeline. You always know what is happening next.
Meeting formats
In person, video or phone.
In person — Cherrybrook
By appointment at 15 Forest Close, Cherrybrook. Suits sit-down work — a new business structure, a lending scenario with several moving parts, or a first meeting where you would rather talk across a table. Street parking is straightforward.
Video
The default for most engagements. Screen-sharing makes it easy to walk through a Xero file, a draft return or a loan comparison together, and documents are exchanged securely rather than carried in a folder. Works identically whether you are in Castle Hill or interstate.
Phone
Best for the first scoping conversation and for quick questions during an engagement. Call 0414 825 388 — if the call is missed, leave a message and it is returned, usually the same day. Evening calls can be arranged by appointment.
Worth having handy — not required
The scoping call needs nothing but your own account of the situation. If we proceed, the documents below are the usual starting set — gather what applies and ignore the rest.
- Tax and accounting: last lodged tax return and notice of assessment, plus Xero or bookkeeping access for business clients.
- Lending: recent payslips or business financials, current loan statements, and a rough picture of living expenses and existing debts.
- Both: photo identification (driver licence or passport) — required before any lodgement or loan application, not before a conversation.
- Switching accountants: just the previous accountant’s name. The professional clearance letter and records handover is ours to manage.
Who we work with: individuals and families across tax and home lending; sole traders, companies, trusts and partnerships on accounting, BAS and structuring; property investors on the tax and lending sides together; and SMSF trustees on annual compliance. Where a matter needs personal financial product advice or legal advice, we say so and work alongside the licensed adviser or solicitor rather than around them.
Privacy: anything you send through this form or discuss on a call is handled under our Privacy Policy and the Privacy Act 1988 (Cth). Enquiry details are used to respond to you — they are not added to a marketing list or shared with third parties for their own purposes.
Making the call count
Questions worth asking us — and what we will ask you.
A scoping call runs better when both sides interrogate the fit. These are the questions we would put to any accountant or broker ourselves, alongside what we need to hear from you to quote honestly.
Worth asking us
- Who actually does the work? Here, the person on the scoping call is the person who prepares the return or the loan application — there is no handoff to a junior. Worth confirming with any firm you speak to.
- What could change the fee? Expect a range on the call and a fixed figure in writing. Ask what discoveries would trigger a re-quote — an unlodged prior year, a second property, books in worse shape than described.
- Which deadlines actually apply to me? Lodgement dates through a registered tax agent often differ from self-lodgement dates. Ask which dates govern your year before assuming the worst.
- How do the tax and lending sides connect? For self-employed borrowers and property investors, how the returns are prepared shapes what a lender later sees. Ask how the two are coordinated rather than run in isolation.
- What do you need from me, and by when? A well-run engagement starts with a specific document list and a timeline — not an open-ended request for “everything”.
What we will ask you
- Which entities exist — just yourself, or a company, trust, partnership or SMSF. Structure decides which returns are due and who signs what.
- Where things stand with the ATO — lodgements up to date or behind, any debt or payment arrangement. Plain answers here shape the whole engagement.
- Any dates constraining the work — a settlement, a finance clause, an approval expiring, an ATO due date.
- For lending: the shape of things — how income is earned, what loans and commitments exist, and what you are actually trying to do.
- Who acted before us — and where the records live: Xero, spreadsheets, or a previous accountant’s files.
Speaking plainly is safe
First calls often involve saying awkward things out loud — returns that are years behind, an ATO debt, a credit blemish, a business year that went badly. Say them anyway. What you tell us is held in confidence under the professional obligations that bind registered tax agents, and personal information is handled as our Privacy Policy describes. Advice built on an incomplete picture is worth little, and nothing you disclose on a scoping call obliges you to proceed.
Before you call
Questions people ask before getting in touch.
Fee structure and typical engagement pricing are covered in detail on the fees page; how an engagement runs end to end is on the process page.
Common questions
Is the first conversation charged?
No. The initial scoping call — usually about 20 minutes by phone or video — is how we work out whether we are the right practice for what you need. If we go ahead, the scope and the fee are set out in an engagement letter before any chargeable work begins, so you know what you are agreeing to. Our approach to pricing is explained on the fees page.
Can you meet outside business hours?
Often, yes. Because the practice is principal-led, evening phone or video calls can usually be arranged by appointment — many clients with day jobs prefer this. Mention your availability in the message and we will propose times that work rather than defaulting to a mid-morning slot.
Do I need to prepare documents before the first call?
No. The scoping call works fine with nothing more than a description of your situation in your own words. Documents matter at the second stage, once we know what the engagement covers. That said, if you have last year’s tax return or a recent loan statement handy, the conversation gets more specific more quickly.
Do you take on clients outside Sydney?
Yes. The office is in Cherrybrook and most in-person meetings happen across the Hills District and greater Sydney, but tax, accounting and lending work is handled by video, phone and email for clients elsewhere in NSW and interstate. Lodgements go through ATO systems and documents move through secure channels, so distance rarely changes how an engagement runs.
How do I switch from my current accountant?
You do not need to have a difficult conversation with your current accountant before contacting us. Once you decide to move, we send a standard professional clearance letter to the outgoing accountant requesting your records, and we add you to our tax agent lodgement list with the ATO. You simply authorise the transfer. Any outstanding fees with the previous firm are between you and them, but the handover itself is routine and we manage it.
What if my matter is urgent — a settlement or ATO deadline this week?
Call rather than email, and lead with the date. A settlement booked for Friday, a lender approval expiring, or an ATO due date days away changes how an enquiry is handled, so it needs to be the first thing we hear. We will tell you plainly whether the timeframe is workable — and if it is not, what the realistic alternative is, such as requesting a lodgement deferral or renegotiating a date.
Will you ask for my tax file number or ID when I first enquire?
No. An enquiry needs nothing more than your name, contact details and a description of the situation. Tax file numbers, identity documents and bank statements are only ever requested after an engagement is in place, and then only through secure channels — never by a link in an unexpected email. If a message claiming to be from us asks for those details up front, treat it as suspect and call the office number to check.
What does a first conversation about a home loan involve?
It is a general discussion of your goals, income and existing lending — no credit check, no application, no commitment. If you decide to proceed, you receive our Credit Guide, which explains how the credit assistance service works and how we are remunerated. In most residential lending scenarios, the lender pays broker commission. We explain remuneration in our Credit Guide.
What should I do if I have not heard back within a business day?
First, check your spam or junk folder — replies come from our practice email addresses and occasionally land there, particularly on corporate mail systems. If nothing has arrived by the next business day, call rather than re-submitting the form; a phone call resolves a delivery problem immediately, where a second message can vanish the same way as the first. We aim to respond to every enquiry within one business day — if you have not heard back in that time, it is worth checking the reply has not landed in spam, or simply calling.
What happens if you decide you are not the right practice for my matter?
We tell you plainly on the scoping call, without charge — the call exists precisely so that neither side commits to a poor fit. Where the matter needs a licensed financial adviser, a solicitor or a specialist outside our scope, we say which kind of professional to look for rather than leaving you guessing. And where only part of the work fits, we quote for that part alone and are clear about what sits outside it. Nothing you have shared on the call creates any obligation either way.