Terms of Engagement

The Terms of Engagement (terms) are in place to ensure we’re able to provide services to you efficiently and to enable a smooth working relationship, avoiding unnecessary additional fees. These terms are deemed to be accepted once you’ve signed our Agreement.

How to reach us

For questions or concerns, please contact me via email at vicky@glideaccounting.com.au. Questions received via social media regarding your personal circumstances won’t be responded to.

For advisory services, please schedule an online or in-person appointment with me so I can provide you with specific advice relevant to your query.

Please note, while I’m contactable by the office phone number 08-9468 7818, scheduled meetings and phone calls are taken between 9am and 4pm and are prioritised.

Seeking advice

When seeking specific information and/or advisory services, it’s best to contact us well in advance so we’re able to communicate thoroughly with you and provide you with the best options and advice.

For example, if you’re considering purchasing a business vehicle and would like to discuss your options with us, please reach out to us in the weeks prior, rather than on the day of purchase. This gives us time to consider any legislation or requirements specific to your situation that may impact your financial position and end decision.

Advisory

Advisory includes any communication that leads us to providing you with advice outside the scope of our current agreed services, and may be in the form of phone calls, emails, or meetings (both online and in-person).

Please be aware all advisory services are chargeable and require sufficient time in order to provide advice suitable to your situation.

Our insurers, professional bodies and government departments are demanding that we document more of our conversations, the aspects considered and the facts of a situation that we are providing advice on. The increased litigious nature of our society and the volume of generic tax and accounting advice that can be found on the internet, for both our clients benefit and our own, we need to be clear what information and advice came from where and when that occurred. The increasing amount of Government red tape and what may have been a 5-minute phone call in the past to request something such as an extension or arrange a payment plan in the past, could now take us 30 to 60 minutes and may involve us having to get back in touch with our client to ask additional questions and then having to basically start from scratch when phoning again. From 1 July 2022, we will be providing clients with a choice for tasks such as these – they can contact the Government Department themselves or alternatively we can attend to it for a pre-arranged fee and freeing up our clients to earn income doing what they do best.

Privacy & communications

Your privacy and confidentiality are of the highest importance to us. Under strict legislation, we’re not permitted to share your personal information with anyone, including your tax file number. It’s for this reason all communications must be strictly professional and directed to our email to assist with our record keeping requirements.

While we love to connect with you through Glide Accounting’s social media platforms, communications and advisory requests through these channels are inappropriate. Please refrain from texting or using social media to contact us.

Cancellations

As we offer limited appointments each week, cancellations affect us considerably. Please consider this when you book your appointment and where you need to cancel or reschedule, please let us know as soon as possible.

We understand life can get in the way sometimes and will try to accommodate an alternative time that works for you.

Fees

Please be advised that we are a firm that bills upfront, and we will issue an engagement letter for most work upfront. The fee outlined in the engagement letter is based on the information and workload assessed at the outset. If we discover that the information provided is inaccurate or incomplete, or if additional work is required, we will inform you and adjust our fees accordingly.

Providing information

Please provide all requested information in one email, within two weeks of the request. With many emails and requests, it’s easy for documents and information to get lost or misplaced, which may impact your overall tax outcome.

Please be sure to double check you have attached all relevant documents and replied to all queries outlined in our email checklist before you reply. Extra fees may be charged for incorrect or missing information that we had initially requested in our checklist.

Change of details

Please email us with any changes to your personal or business details as soon as possible. This includes your addresses, email, phone numbers, change of shares, company directors or shareholders.

Client paperwork

We don’t keep physical copies of your documents in our office and will not request physical copies of any documents, unless required by legislation. Please retain your documents for a minimum of five years to comply with legislation.

You’re not required to bring any paperwork to your first tax meeting. Instead, you’ll be emailed following your meeting, with a request for scanned copies of all relevant receipts and documents.

If you’d like to discuss any of our terms, please contact us before signing your Agreement.

We’re looking forward to working and growing with you.