FAQ
FREQUENTLY ASKED QUESTIONS
When it comes to individual and business taxes, it’s crucial that you use qualified experts. It’s also important to feel comfortable with your accountant and tax agent.
We’ve put together a list of some of the questions we are asked most often, along with their answers. If you don’t see the answer you need here, please get in touch.
WHAT ARE THE MAIN BUSINESS SERVICES YOU OFFER?
We aim to fulfil all our clients personal or business tax needs. We offer help with tax returns, business returns, capital gains tax advice, business advice, rental and investment property financial advice, as well as shares, managed funds and cryptocurrency help. We also help prepare business documents, offer GST instruction and work with investment properties. If you need services beyond those, please give us a call.
HOW LONG HAVE YOU BEEN IN BUSINESS?
We first opened our doors in 1996 because we saw a need for real help. We saw that many consumers needed help with the right tax advice and wanted to be able to provide that for them. Operating in the area for more than 23 years has allowed us to establish a deep connection with the community. Many of our clients have been with us for years, we have always ensured we are dependable and trustworthy in our client relationships.
DO YOU HAVE ANY LICENCES?
Yes we do. At Gary Wilkins & Associates, as well as being Registered Tax Agents, we are also licensed CPA (certified practising accountants), have a Bachelor of Business and hold a Commissioner of Declarations licence.
DO YOU WORK WITH ANY SOFTWARE PLATFORMS?
Yes. We can integrate with Xero, MYOB, QuickBooks, Quicken and Cashflow Manager. This enables us to see your data, run reports and guide you forward knowing we have all required relevant financial information. You can also bring us your files when you come in for an appointment. If you would like us to work with something else, just ask.
WHAT SIZE BUSINESSES DO YOU WORK WITH?
Throughout our years in operation, we’ve worked with businesses of all sizes. Whether it’s just you running a micro business or you manage a large team of employees, we offer services to suit. Contact us so we can discuss your business situation. We can also help with your personal returns. We value every single one of our clients, both business and individuals.
WHAT DO I DO NEXT, ONCE I AM READY TO START WORKING WITH YOU?
Start the process by giving us a call to arrange an initial meeting. We are very flexible with our appointments, we can set up a meeting time that suits you and are always available after business hours if required. Remember to bring all necessary paperwork with you to our first appointment. It also helps if you prepare some questions for us before the meeting. We want to make sure you have all the answers you need to move forward. If there’s anything you require from us that we haven’t addressed, please don’t hesitate to ask.