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New/Prospective Client Form

Welcome!

We’re pleased to begin our partnership with you! To ensure we have the information we need to best serve you, please take a few moments to fill out the form below. If you have any questions, please feel free to contact us at any time. Thank you!

Your Contact Information

Preferred Method of Contact

PhoneEmailTextInstant Message

Other Details

Bank Account Details

Company Details

Accounting

Services

Please tick the accounting services that are relevant to you and/or your business:

Tax Return (Individual)Business Activity StatementFinancial & SMSF AuditTax Return (Business)

Self-Managed Super FundPAYG Instalment Activity StatementATO IssuesAccounting and Tax Advice

FinancingBookkeeping ServicesTrust, Partnership, CompanySecretarial Services (ASIC Correspondence, General)