The help you need
You might be preparing a return, catching up on earlier years or asking about a change in your circumstances. A short description is enough to begin.
Personal tax support
Start with your situation and your questions.
Tell us which financial year or issue you need help with and any deadlines you know about. The initial enquiry can stay general. Relevant documents can be discussed afterwards.
Before deciding
Questions worth working through.
You can start with what you know. The details can be discussed as the scope becomes clearer.
Sharing information
Keep tax file numbers, identity documents and bank details out of your initial website enquiry. Ask how to provide any required records securely.
Relevant services
Support to explore.
These are starting points for a conversation. The right scope depends on your circumstances.
Prepare at your own pace
Prepare for your first conversation
Use these prompts to organise your thoughts. You can start with what you know.
Open the checklistA few useful prompts
- Write a short description of the help you need.
- List the questions you want to discuss.
- Note any deadlines or work already in progress.
Print or download the full checklist. No email address needed.
How we start
A clear path from conversation to support.
You do not need every answer before getting in touch. We start by understanding the work.
- 01
Tell us what matters
Describe your situation, the work involved and the questions you want to discuss.
- 02
Agree the scope
Confirm the services, responsibilities and fees before deciding to proceed.
- 03
Plan the handover
Agree which records and access are needed, with permissions and responsibilities clear.
- 04
Get the work underway
Begin the agreed work and establish the communication and review arrangements.
Your next step
Take the next step when you are ready.
Tell us what you want help with. You do not need to have every detail settled.
Start a conversation