We service clients all across Australia, and aim to make the tax return process efficient and seamless for you. Our prices and information about how we complete your return is provided below, but please contact us if you have any questions at all.
How We Work
Step 1: Engagement Letter
Please complete and sign this engagement letter so we can let the ATO know that we will be completing your tax return.
Step 2: ID Check
Once you have signed the engagement letter, you will receive a message asking you to confirm your identity. Please complete this step ASAP.
Step 3: Tax Questionnaire
Please complete this form to give me an idea of your income and deductions for the year. Don't worry if you don't have all of the information - this form just helps us know what further questions to ask you!
Step 4: Prepare your Documents
Send us any receipts, expense summaries, and other information that you have that you feel may be relevant via email - carena@dynamicbusinessadvisors.com.au. If you would prefer to set up a video / phone call, please email!
Step 5: Lodgment
We will begin tax return preparation and lodgment at the start of August. Please let me know if you are keen to get your return done early, and we can prioritise accordingly.