We are committed to delivering professional, ethical and responsive accounting services in line with the Code of Professional Conduct set out by the Tax Practitioners Board (TPB). If you’re unhappy with any aspect of our service, we encourage you to let us know so we can work together to resolve the issue.

How to make a complaint

In the first instance, please contact us directly in writing so we can understand and address your concerns. Most issues can be resolved quickly and informally.

If you’re not satisfied with our response, or believe a breach of the Code may have occurred, you can lodge a formal complaint with the Tax Practitioners Board.

Lodge a complaint online:
www.tpb.gov.au/complaints

The TPB investigates complaints about tax practitioner conduct, qualifications, or registration. They do not handle commercial disputes about fees or business decisions.

Code of Professional Conduct & Regulatory Compliance

From 1 July 2025, all small practices (including ours) are required to have a documented and operational Quality Management System. This ensures our systems, processes, and staff uphold the highest professional and ethical standards.

As a registered tax practitioner, we comply with the Tax Agent Services Act 2009 and adhere to the TPB’s Code of Professional Conduct, which includes obligations relating to:

  • Acting lawfully and with integrity
  • Independence and management of conflicts of interest
  • Confidentiality of client information
  • Maintaining professional competence and continuing education
  • Having systems in place for the management of quality and risk (Quality Management System)
  • Reporting significant breaches of the Code to the TPB within 30 days

Questions?

If you’d like to know more about how we comply with these regulations, or how we manage complaints, please don’t hesitate to get in touch.