We operate remotely, so our services are available to tax professionals anywhere in Australia.

Initial enquiries are made by phone or email, or by lodging an enquiry through our website, and any follow up conversations or meetings required can be by teleconference if preferred.

Face to face meetings may be considered on request in some circumstances, but this will generally be limited to Hobart and surrounding suburbs.

To provide consistent and reliable fees, our primary services are charged based on our fixed fee pricing models, meaning that there is a set fee for the standard deliverable under each of those services rather than our fees being charged at an hourly rate or on any other variable basis.

For advice or services outside the scope of our fixed fee pricing models fees are quoted on a price on application basis but will generally fall within set fee ranges based on the level of complexity and / or number of issues that need to be addressed.

We always provide a quote confirming where the requested services fit in our fee structure prior to commencing any advice.

Contact us to enquire about the fixed fee pricing model for any of our primary services or to obtain a quote for other advice or services.

Generally, our customer (the tax professional) can choose whether they would like the engagement to be between us and them or us and their client (the taxpayer). This will impact who our letter of engagement is issued to / accepted by, who is responsible to the taxpayer for the accuracy of advice provided to them, and who is responsible for the payment of our fees for the relevant services.

However, we note that there are some limited circumstances where it will be necessary that the engagement agreement is between Taxmam Advisory and our customers’ client (the taxpayer).

If the engagement agreement for the services is between Taxmam Advisory and the tax professional’s client (the taxpayer), their client (the taxpayer) will be solely responsible for the payment of our fees for the relevant services.

If the engagement agreement for the services is between Taxmam Advisory and our customer (the tax professional), our customer (the tax professional) will be solely responsible for the payment of our fees for the relevant services.

Where the engagement agreement is between Taxmam Advisory and our customer (the tax professional), this does not prevent them from making informal arrangements with their client (the taxpayer) with respect to the payment of our invoices if they choose to do so as a matter of convenience, but Taxmam Advisory will not be party to such arrangements and our customer (the tax professional) remains responsible to us for the payment.

If the engagement agreement for the relevant advice or other services is between us and our customer (the tax professional), our customer (the tax professional) is not prevented from on-charging our fees to their client (the taxpayer) with or without a mark-up, and it is up to them whether the taxpayer (their client) is involved in or aware of our provision of services.

However, we note that it is the responsibility of our customer (the tax professional) to ensure that they do not breach the Tax Practitioners Board (TPB) Code of Professional Conduct in such circumstances including:

• by not informing the taxpayer (their client) of our provision of services.
• with respect to any information or documentation they provide to us about the taxpayer (their client) in order for us to provide our advice or services.
• by on-charging our fees to their client when they are not a tax agent or BAS agent registered with the TPB (such that they cannot charge a fee for services within the meaning of tax agent services or BAS agent services).