To work for you, we need to know who you are.

As you can imagine, the ATO are particular with what information we require and how we verify who you are. For all new clients we are required to sight photo ID or a copy of your birth certificate with your last notice of assessment. You can forward a copy of these documents to us, or you can pop in to our office with those.

In the meantime, please fill in as much of the below form as you can to get the ball rolling. We will require all of these details provided for each of your entities – so you may need to fill the form in more than once.

New Client Form


In addition to the new client form, you may also need to…

  • Let us know who you want to act on your behalf. This may be your parents, your kids, a bookkeeper, and so on. You can let us know by filling out this form.
  • Send documents to us, which can be done using our online facility here.