How to Choose the Right Tax Agent for You

Many taxpayers in Australia often commit mistakes when filing their own tax returns. Even if various tax software is being made available, if you have never had a tax agent before or never filed your tax return on your own, you may be more likely to turn in a form with plenty of errors that will come back to haunt you later on.

Knowing this, it is crucial to choose a reliable tax agent to help you file your tax return. Working with the right agent will mean more money flowing into your pocket more quickly. But how do you know you are choosing the right tax agent? This article will outline the things to look for in a good one.

Things to look for when choosing a tax agent:

1. Reputation

The first thing to look into is the reputation of the tax agent you are considering. Ask your friends and family for recommendations. Check on the internet, where you can find reviews on various agents. There are also some websites that can give you a general review of various agents. Make sure to check on the latest reviews on the agent of your choice.

2. Credentials

Make sure to check the agent’s credentials. Has he or she passed the exams to become registered as a tax agent? This will not only give you the assurance that the agent is knowledgeable enough to handle your tax return, but it can also serve as a good reference for you to use in the future. Wardle Partners are very proud to introduce our friendly and professional team here.

3. Specialisation

If you deal mostly with the issue of business taxes, then you may want to consider hiring a business tax agent to help you with that matter. There are also accountants that are specialised to work with traders. Others are only dealing with individuals. Make sure to hire an agent that will be capable of handling your tax matter.

4. Initiative

An agent that will take the initiative to contact you when there is something that needs to be clarified or when you need to submit additional documents in order to better process your tax return is the agent you should be looking for. A good agent will know when to ask for additional information and documents and when to give you peace and let you concentrate on your business or personal life.

5. Care

Another thing is that a good tax agent will show that they care about their clients’ cases. This can be seen in a few ways. First, a good agent will regularly be in touch with their clients to make sure they understand what is going on with their case. Another way is to make sure that your case is being dealt with as soon as possible. A good agent will make sure that everything is done as quickly as possible.

Conclusion

The more of these qualities you can find in a tax agent, the better. This will give you the assurance that you are working with a good agent that is there to help you. In this competitive tax world, tapping into the right tax agent is very important. Hire accountants in Sunshine Coast, QLD, from Wardle Partners Accountants and Advisors! We are business accountants and tax experts located in Caloundra on the Sunshine Coast. We have built a reputation as leading Business Accountants and SMSF Experts at Caloundra

Sunshine Coast. We make all business accounting, tax, self-managed superannuation fund and bookkeeping matters easy while making sure we get the best possible outcome for our clients.

Scroll to Top