Thank you for your booking. We have included the following helpful checklists for you. Please click on the links below to download and come to the appointment with the necessary documents. If you cannot obtain all the information, please do attend the appointment as we are able to communicate afterwards.  For company clients, we will contact you before the appointment to assist you.

  • Personal Income Tax Checklist
  • Business Income Tax Checklist
  • Client Engagement Form (this form is required for us to act for you. we have them in our office when you visit

If you have any issues attending the appointment, please advise the office immediately by:

phone: 02- 9498 2655

SMS: 0478 521 488 or

by email:

Alternatively, we are able to assist you remotely by using email or phone call to complete your tax returns. Please do not hesitate to let us know what will suit you.

We look forward to assisting you.

Sophie Kasker/Principal