Fees

We strive to efficiently achieve goals for our clients. Fees rendered reflect the quality of data received, complexity of matter and time investment required to deliver each service.

We have been fair to our loyal clients and this is reflected by the number of clients that have utilized our services for far in excess of ten years.

Rates

We are selective of team members, affiliates and external consultants. Rates reflect the professional accreditation of the team member, from bookkeepers to Taxation Advisory or independent professional advisory.

Quotation

We may set targets, but rarely provide quotations. Fees are rendered on a fair and reasonable basis having due regard to the skill set and time required to deliver the service.

Bill Frequency

Fees are rendered either on completion of matter or regularly where there is an ongoing professional engagement.

Payment Terms

Firm Policy is payment of fees on completion of work and prior to lodgment of documents unless otherwise arranged and agreed to. An example is completion of Income Tax Returns.

Credit Policy

We require immediate (“cleared Funds “) payment for personal Income Tax Returns and certain other services. Payment may be via electronic credit or cheque ( only if cleared before lodgment of Return or document) or where agreed, master-card or visa subject to possible charge to recoup merchant fees.

We may require up-front deposit payments for certain “one-off” or consultancy work, where quantum of work is significant but not accurately able to be determined.