This firm is bound by The Code of Professional Conduct as set out in the Tax Agent Services Act 2009.
Honesty and integrity
We must act honestly and with integrity. This means that just like you we must comply with the taxation laws and if we receive money or property from you, or on behalf of you, we are accountable to you for the money or other property. Included in this is any money or property we hold on trust
To be independent means we must act lawfully in your best interests and if there is a conflict of interest (as can occur from time to timte) be able to manage it adequately.
We will not disclose any information about your affairs to a third party unless we have your permission or are bound to by law.
We will provide tax agent services in a competent manner. We do this by maintaining the knowledge and skills of our team and asking pertinent questions about your affairs as they relate to taxation laws. Then we will take reasonable care to ensure the taxation laws are applied correctly to your circumstances.
As important as the items above there are some more administrative things we must do.
- We must not knowingly obstruct the proper administration of the taxation laws.
- We must advise you of your rights and obligations as they are materially related to the service we provide.
- We must hold an appropriate level of professional indemnity insurance.
- We must respond to requests and directions from the Tax Practitioners Board in timely manner