Start with the basics you can verify: registration as a tax agent on the Tax Practitioners Board (TPB) register, and membership of a professional body such as CA ANZ, CPA Australia or IPA. Then look for experience with businesses like yours, clear fixed-fee pricing, and whether they talk to you before 30 June — not just after.
What it depends on
The full answer depends on your specific circumstances. Here’s what matters.
Registration
Only registered tax agents can charge a fee to prepare and lodge tax returns or give tax advice. The TPB register is public and free to search.
Industry experience
An accountant who knows your industry will know common deductions, benchmarks and risks the ATO watches.
Communication style
Some accountants are compliance-focused; others are advisory. Decide which you need.
The last 10%
What a qualified professional can add
The answer above covers the general position. Here’s where professional judgement — applied to YOUR specific situation — makes the difference.
- Structuring your business correctly from the start
- Keeping you ahead of ATO lodgement and payment obligations
- Using your numbers to inform decisions, not just report them
Questions to ask before you engage one
If you decide to engage a professional, these questions help you evaluate whether they’re right for your situation.
Are you a registered tax agent, and what is your registration number?
What other clients do you have in my industry?
How often will we talk during the year?
What software do you work with?
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General Advice Warning
The information on this page is general in nature and does not take into account your personal objectives, financial situation or needs. It is provided by Global Mutual Funds Pty Ltd (ABN 20 090 555 436, AFSL 222640) and should not be relied upon as a substitute for professional advice. Consider whether the information is appropriate before acting on it. Read our Financial Services Guide.