Tax season can be tough times, especially if you’re unfamiliar with the complexities of the Australian tax system.
For residents of Geelong and surrounding areas, seeking the guidance of a qualified tax accountant Geelong can significantly ease the burden and ensure you maximise your return.
KPG Taxation understands the importance of having a reliable accountant in Geelong. But how to find which is the best?
Well, you can equip yourself with the 7 key questions to ask potential accountant in Geelong, and make an informed decision.
7 Key Questions You Should As Your Tax Accountant Geelong
Let’s have a quick look at the following table to understand which are these questions:
| Questions | Why it Matters | Example |
| Do you have experience with my specific tax situation? | Ensures relevant and personalised advice. | Freelancer looking for an accountant Geelong experienced with sole traders. |
| What services do you offer, and what are your fees? | Helps choose an accountant that aligns with your needs and budget. | Understanding if basic tax return preparation or additional services are offered. |
| How do you prefer to communicate, and how accessible are you? | Ensures clear and consistent communication between you and the accountant in Geelong. | Preferring face-to-face meetings for complex questions. |
| What is your turnaround time for tax returns? | Helps plan finances and avoid last-minute stress. | Knowing if the accountant can accommodate a close-to-deadline lodgement. |
| How do you stay up-to-date on tax law changes? | Ensures you benefit from any changes impacting your tax return. | Inquiring about the accountant’s methods for staying informed on tax law. |
| Do you offer electronic lodgement, and how do you ensure data security? | Faster and more secure lodgement, protects your financial information. | Understanding the software used and data security measures in place. |
| Can you provide references from past clients? | Offers valuable insights into the accountant’s experience and work style. | Requesting contact details for past clients in similar situations (if comfortable). |
Let’s understand these questions in detail.
#1 Do You Have Experience With My Specific Tax Situation?
Tax laws can vary depending on your circumstances. Tax accountant Geelong with experience in your industry or tax situation (e.g., rental properties, small business owners, investors) can provide more relevant and tailored advice.
#2 What Services Do You Offer, And What Are Your Fees?
Understanding the scope of services offered and the associated fees helps you choose an accountant that aligns with your needs and budget.
Let’s say, some accountants Geelong offer basic tax return preparation, while others provide additional services like bookkeeping, tax planning, and investment advice. Fees can vary depending on the complexity of your tax situation and the services required.
#3 How Do You Prefer to Communicate, And How Accessible Are You?
Clear and consistent communication is crucial. Knowing the preferred communication method (phone, email, in-person meetings) ensures you can easily reach your accountant in Geelong throughout the year.
If you prefer face-to-face meetings for complex questions, ensure the tax accountant Geelong offers this option and has flexible appointment times.
#4 What Is Your Turnaround Time For Tax Returns?
Knowing the average turnaround time helps you plan your finances and avoid last-minute stress.
If you typically lodge your tax return close to the deadline, inquire if the accountant Geelong can accommodate your timeline.
#5 How Do You Stay Up-to-Date On Tax Law Changes?
Tax laws can change frequently. Choosing an accountant in Geelong who actively keeps up-to-date knowledge ensures you benefit from any changes that could impact your tax return. Ask how the accountant stays informed (e.g., professional development courses, and industry publications).
#6 Do You Offer Electronic Lodgement, And How Do You Ensure Data Security?
Electronic lodgement is faster and more secure. Understanding the accountant’s data security practices protects your sensitive financial information.
Inquire about the software used for electronic lodgement and the security measures in place to safeguard your data.
#7 Can You Provide References From Past Clients?
References from satisfied clients offer valuable insights into the accountant’s experience, work ethic, and communication style.
Ask if the accountant can provide contact details for past clients in similar situations (if comfortable with their privacy).
How A Reliable Tax Accountant Geelong Can Help Ease Your Tensions?
Choosing the right tax accountant in Geelong can have a significant impact on your financial well-being. By asking these seven essential questions, you’ll be better equipped to find a qualified, experienced, and trustworthy professional who can effectively manage your tax affairs and provide valuable guidance.
And if you are looking for a reliable tax accountant in Geelong, you can reach out to KPG Taxation. We have years of experience in managing taxation be it personal or business. You can connect with us to discuss your personal financial goals and we will ensure that you are aligned to them.
