Client Engagement Agreement

Client Engagement Agreement

Terms of Engagement – Taxation Services

Thank you for selecting us to conduct your professional accounting & taxation needs.

We look forward to working with you.

We realise how important it is to understand your needs and we have prepared the attached Terms of Engagement (TE) to clarify the scope of work and other important terms.

It is important that you read the TE before you indicate that you agree, which you can do by letting us know that you are happy to proceed.

The scope of work may fall within the CPA Australia Ltd Professional Standards (Accountants) Scheme (Scheme), which facilitates improvements to industry professional standards and protects consumers. Accordingly, we need to notify you of the following:

“Liability limited by a scheme approved under Professional Standards Legislation.”

If you want more information on the Scheme you can go to:

CPA Australia's Professional Standards Scheme

Professional Standards Councils’ website

Alternatively, if you want to clarify anything in the TE please call me on 0407575377.

Client Registration - Form 1

Client Name *

Client Mobile Phone * *

Client Email * *

Client Date of Birth *

Client Tax File Number * *

Occupation * *

Client ABN

Entity Name Company, Trust etc

Entity ABN

Entity ACN

Confirmation *

I have read and agree to the terms of engagement *

Security Image *

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Yours sincerely,

Client Engagement Agreement

Client Engagement Agreement

Terms of Engagement – Taxation Services

Client Registration - Form 1

Allison Forrest B.Bus (Acc) CPA

Read the Terms of Engagement for Taxation Services here