Information I am required to disclose to you

As a Tax Agent, my 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 I make the following disclosures to you:

1.    Matters that could significantly influence your decision to engage me (or continue to engage me) for a Tax Agent Service from 1 July 2022 onward include the following:

None Applicable

1.    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

Complaints

If you have a complaint about my Tax Agent services, please contact me in the first instance with details by email (tax@stephanieparlongo.com.au).  I will provide you with email acknowledgement of receipt of your complaint and my understanding of the circumstances. The email will inform you that I will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that I propose, 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.

Please see Information for Clients regarding more information about your obligations to the ATO and my obligations to you, the TPB and the ATO.