For financially savvy individuals and couples who want more than a tax return!
Today’s individual taxpayers are financially savvy and are looking for more from accountants than “just a tax return” and more from financial planners who are too “product focused” or looking to sell something.
Whether it be setting up a savings plan, helping you get the best home loan product for your dream home, making sure that you have insured your most important asset (You!) or putting in place a strategy to prepare you for the best possible retirement lifestyle you can afford – we can put your mind at ease with these financial issues that occur through life.
Individuals
We use a comprehensive questionnaire to ensure we capture every claim you are legally entitled to no matter your occupation.
Businesses
We review and closely analyse the data required for your BAS (if relevant) and ensure that it is complete for that period as part of your annual tax return preparation. This prevents double handling and makes sure that when we meet up for your Interim Tax Planning Meeting in March that everything is up to date at the 9-month mark resulting in a more accurate plan.
We guarantee that you will not pay anymore tax than you legally have to!
Services include:
Information We are required to Disclose to You
As a Registered Tax Agent (TA 62943015), our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
1 . Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
- None Applicable
2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
3. If you have a complaint about our Tax Agent services, you will need to contact us in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact our office manager, Angela Tirabassi, by email (angela@ceebeks.com). Your complaint will be investigated by Angela or another Team member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.