Information we are required to Disclose to You:

As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

1. Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent
Service from 1 July 2022 onward includes the following:
• None Applicable 

2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register

3. If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Frank Petruzzelli – Principle Partner by email. Your complaint will be investigated by the Principle Partner. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.

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MDB Taxation and Business Advisors is more than just a service provider; we’re a partner in your success. Join us on a journey toward financial empowerment, where innovation meets integrity, and proactivity leads to prosperity.

Contact Us Today to discover how we can make your business dreams a reality.

To book a consultation with us and learn more, call MDB Taxation and Business Advisors at 03 9349 1488 or contact us online.