New Clients? Here’s How to Get the Most Out of Your First Meeting with Us
- Claire
- Feb 21
- 2 min read
At SCE Tax Revolutions, we want to ensure your first meeting with us is smooth, productive, and valuable. Whether you're an individual taxpayer or a business owner, proper preparation will help us understand your financial situation and provide the best advice possible. Here’s how you can make the most out of your first consultation.
1. Gather Your Essential Documents
Bringing the right paperwork helps us get a clear picture of your financial and tax position. Depending on your situation, you may need:
Identification (e.g., driver’s licence, passport)
Previous tax returns
Income statements (PAYG summaries, business income, rental income, etc.)
Expense records (receipts, invoices, work-related expenses)
Investment details (shares, property, crypto, etc.)
Business financials (if applicable)
If you're unsure what to bring, don’t hesitate to ask us in advance!
2. Know Your Goals and Concerns
Think about what you want to achieve from this meeting. Are you looking for tax savings? Business structuring advice? Help with bookkeeping? Having a list of questions or concerns will ensure we address your most pressing needs.
3. Set Up Access to Financial Accounts
For business clients or those using accounting software like Xero, MYOB, or QuickBooks, granting us access before the meeting can save time. If you’re not sure how to do this, we can guide you through it.
4. Understand Our Process
During your first consultation, we will:
Discuss your current financial and tax situation
Identify opportunities for tax savings and financial improvement
Outline compliance requirements and deadlines
Provide an overview of how we work and our service options
This meeting is about understanding your needs and ensuring we can provide the right solutions for you.
5. Be Open and Honest
To provide the best advice, we need a complete and accurate picture of your financial situation. If you have any concerns about past tax returns, debt, or business cash flow, let us know—we're here to help, not judge!
6. What Happens Next?
By the end of our meeting, we’ll outline the next steps, whether it’s lodging your tax return, setting up bookkeeping, or creating a tax strategy. You’ll also know what information we may still need from you and any important deadlines to keep in mind.
Book Your First Meeting Today!
Ready to take control of your tax and finances? Get in touch with SCE Tax Revolutions to book your first consultation. We look forward to helping you achieve financial success!
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