Under the Tax Agent Services Act 2009, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that I make the following disclosures to you:
1. As a registered Tax Agent, I must disclose any matters that might affect your decision to engage me (or continue to engage me) for a Tax Agent Service from 1 July 2022 onward. I advise there are no matters that might restrict or untowardly influence the Tax Agency services I might provide to you and your decision to engage me.
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 my services, you will need to contact your me in the first instance with details by email. Your complaint will be investigated by me. I will provide you with email acknowledgement of receipt of your complaint and my understanding of the circumstances. The email will inform you that I will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that I propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using this link. 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.