Tax agents play a pivotal role in the submission of your tax claim to the Australian Taxation Office (ATO). They have all the necessary information required to prepare your application for tax refunds and submit it successfully to the ATO system. It's good to discuss your case with a professional tax agent and let them know what you have planned regarding your tax portfolio for the current fiscal year. It's always recommended to share all the necessary information and historical data with them. In addition to that, you should also ask them for suggestions regarding tax-saving investments and tax-saving products. Therefore, you should connect with a tax agent for overall support and guidance on your tax application submission.
While selecting a tax agent, you should look for certain traits that are desirable in a tax agent:
1. Customer-Centric: A tax agent must be really patient with their customers and listen to them as patiently as possible. They should try to understand their customer woes and provide solutions best suited to the needs of their customer.
2. Stay Up-to-date: It is crucial for a tax agent to stay up-to-date with all the latest information relevant to Australian taxation and stay abreast of the latest happening in the field.
In addition to these traits, there are many others that ensure you get the best services while looking for taxation support. If you are looking for an experienced and professional tax accountant in Sydney CBD, it is good to see if they have these traits or not.