Welcome To MCA Accountants
Find out more about the process to switch here
STEP 1: Familiarise Yourself With Us
Terms and Conditions
Our terms aren’t too different from most accounting firms. We require you to act promptly when we request information, and we rely on the information provided to us (we don’t do a full audit of your accounts, but we do use our professional judgment to find errors).
Our staff do great work, and they deserve to get paid for it. We therefore expect that you pay our fees within the agreed terms. We aren’t heartless however, and we are happy to extend payment terms for those in need.
All client tax refunds come to our trust account first. This is so we can check that your refund is accurate, and like other accounting firms our policy is to deduct any outstanding fees from your refund before we forward it to you. This goes for any related parties also.
Mission, Vision, Values
We make things simple, and in return we believe you will never want another accountant.
We’ve lost track of the number of times new clients have come to us and been amazed that for the first time their accountant has explained something to them in a way they could understand.
We are dedicated to helping you understand the tax and business environment you operate in – which in turn allows you to make smart decisions. But this is a two way street…
If you are coming to MCA chances are you like how this sounds, but it can’t work unless you allow us to keep you informed and updated. Part of this involves subscribing to our email list and our social media sites.
STEP 2: Let Us Get To Know You
Get In Touch
Tell Us Why You Want To Join MCA
We don’t want an essay, we just want to know what drew you to us. It helps us understand you and tailor services for you.
Complete Our New Client Forms
To look after you we need to know all of your details. That means names, addresses, emails, dates of birth, places of birth, tax file numbers, australian business numbers, companies, trusts, super funds, and much more.
After you’ve made contact with us, please click the below button to access our new client form.
You will need to fill this form out once for each person / entity in your group.
Provide Copies Of Your Tax Returns
Your previous tax returns and financial statements are more than a treasure trove of information to us – they are vital for us to do our job. We will need the past 2 years, plus we will need to get any depreciation schedules, hire purchase agreements, and cost details of capital assets.
We prefer that these are not sent via email (as email is not secure and you are sending your Tax File Number), and instead we prefer that you upload them to our secure sending platform.
Click the button below to access our platform, and simply add the files you want to send.
Tell Us Who Is Allowed To Act On Your Behalf
You may want other people to be able to work with us on your behalf, so we need to know who they are. By default, we assume that you are happy for your spouse to act on your behalf and access your information, and by law company directors, trustees of trusts, etc are allowed to act on behalf of those entities.
If you want other people to be able to send us information and discuss things with us, you are required to let us know who these people are, and we by law have to do an ID check on those people also (see below).
Perform an ID Check
Anti Money Laundering rules require that we perform ID checks on new clients, so we ask that you are understanding and patient of this process.
Basically we need to ensure you are who you say you are.
There are two ways we can do this:
- You can come in to our office with your photo ID and a copy of your last ATO notice of assessment; or
- You can do a digital ID check where you log in to our ID check platform, upload a copy of your photo ID and record a quick video of yourself reading out the provided code (it is really easy to do on your phone)
One we have received your new client form, you will get further instructions on how to do this.
STEP 3: We Obtain Ethical Clearance
What Is Ethical Clearance?
A requirement of our professional bodies is that we contact your previous accountant and ask if there are any reasons why we shouldn’t take you on as a client. If you have a history of dishonesty (for example, you provide false information to your accountant) – we will decline the appointment.
Collection Of Other Information
Typically accountants will provide us with the bare minimum upon losing a client. The most common phrase we see is “our client has been provided copies of their tax returns” when we ask for copies.
Assuming your fees are paid up, your accountant will release any of your original documentation they hold (such as company constitutions, bank statements, receipts, etc), but generally not much more – which is why we ask for it all from you in the previous step.
STEP 4: Confirm Services And We Get To Work
Our Services
If you haven’t already, you need to confirm exactly what you would like us to assist you with.
Sign Agreements
Some of our services have agreements that require signing before we can commence, and some require a direct debit arrangement.
Provide Information
Naturally, if we are going to be performing work for you, we will need you to provide us with the relevant information to do this.
You can post it, email it, upload it via our website, or upload it via your client portal.
