Our Process

We have tailored our processes to ensure that your time is minimised and our efficiency is maximised to obtain the best results for you.

Complete and submit the Client Information Form (new clients only).
Submit your annual tax return data via our secure portal.
Use our checklists - individual, rental or business to collate your information.
We will contact you to schedule an online interview.
Meet Bruce online at the appointment time.
Review your return via our portal.
Sign your return electronically via the portal.
Your refund will be credited direct to your bank account and an electronic copy of your full return will be provided to you via the portal.

Client Information Form

Time is too valuable to wait for documents to be posted out for signing.

We use online document signing, via our client portal, for speed and efficiency.