Client Onboarding and Enquiries
If you would like to start the process for engaging with out Practice, please click to complete our Service Enquiry form.
Once your enquiry has been processed, we will contact you to arrange an initial consultation and discuss your requirements in more detail. Further engagement paperwork will be provided for signing by the authorised parties which outlines the scope of work, our terms and conditions of service, client rights and obligations and the fee structure agreed upon.
Client Identity Verification is also required as part of our compliance with the Tax Practitioners Board. Information regarding the collection of this information can be found here
If you would like to complete this verification now in conjunction with your enquiry, please use this form Client Identity Verification Form