Information we are required to Disclose to our Clients
As Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
Please see following relevant information along with any applicable disclosures
- There are no current matters that Wilson Tax & Accounting is aware of that could significantly influence your decision to engage us (or continue to engage us) for Tax Agent Services.
- The Tax Practitioners Board maintains a public register of Tax agents and BAS agents. You can access and search this register at https://www.tpb.gov.au/public-register. Our registered tax agent # is 26324690.
Complaint Resolution Process
Wilson Tax & Accounting takes complaints about our Tax agent services seriously and is committed to resolving them efficiently and fairly and have implemented the following process should you have a complaint:
- If you have a complaint about our Tax Agent services, please contact us using Contact Us with the details of your complaint. All complaints must be in writing.
- Where possible your complaint will be investigated by a party who is not involved in the dispute.
- We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances.
- The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process.
- If you are unhappy with the outcome that we propose to you, you can then take the complaint to the Tax Practitioners Board (TPB) at: https://www.tpb.gov.au/complaints
Complaints the TPB can assist you with include:
- Breaches of the Professional Code of Conduct
- Any false or misleading statements made to the Commissioner of Taxation
- Advertising or providing tax agent, BAS agent or tax (financial) advice serviced for a fee when not registered
- Any other conduct that may breach the TASA.
- The TPB will email you a receipt acknowledging your complaint and will proceed to review, risk assess the complaint and respond.
- If you are unhappy with how the TPB has managed your complaint, visit https://www.tpb.gov.au/complaints for details about your review rights and who can assist you further.