Thursday, June 20, 2013

How to Find the Right Accountant





Business owners are not the only ones who need accountants. And with the end of the fiscal year fast approaching, everyone who makes any income will be busy with their financial books.  It’s an annual activity and yet somehow it does not get any easier.  Changes in status (single to married) or Student to employed, from employed to non-employed, calamities, age, number of children, lottery winnings, commissions, inheritance etc. - these are changes in your life that also change your taxpayer status.

Tax computations are complex especially for those with children and if both parents are working. Family Tax benefits can get as complicated as a quantum physics equation – at least to the ordinary person.

If you are not into accounting yourself, it is better to seek the help of an accountant so you can manage your incomes and taxes better than doing it yourself in a roundabout way.  Yes there are ready information and guidelines.  The Australian Taxation Office (ATO) is also very helpful but you may still end up wondering if you have done everything right.

Good accountants may be fully booked this close to the filing season. But don’t worry, there are a good number of them and you will be able to find the right one if you ask the right questions and through proper channels.  But before you go looking one, prepare yourself and your financial papers.  Consider the scope of the work you want done and decide on a budget. Here us a few tips on how to find and deal with prospective accountants.

·         Go to these websites to find certified practicing accountants. 
v  Institute of Chartered Accountants  - their database is more comprehensive as well as expertise and location specific which will save you time.

·         The websites will give you names, company names, contact numbers and the address of possible candidates.  What the list will not tell is if the accountant has an ABN number, Insurance or his or her Tax Agent Status.  To get this information go to the Business Checker and search for their names or company names.  Accountants who have an up-to date status are given a satisfactory of high satisfactory rate.  

·         You can also search the Business Checker data base because some of the previous sites have an option only database so not all accountants are listed there.

·         Create a shortlist of probable candidates and ask for an initial interview.

·         Be specific about rates and scope or work to be done.  You can even ask him first if the initial interview will cost you.
·         Your financial documents need to be handled carefully and thoroughly so expertise, truthfulness and dependability should be the top criteria in deciding which accountant you will hire.

There are other informational sites you can visit regarding Australian Taxation and Accounting issues.  Anyone who receives some kind of income has a responsibility to pay taxes to the State.  This is how the State is able to provide better services to its citizens. 

References and helpful links:
https://www.moneysmart.gov.au/life-events-and-you/life-events/choosing-an-accountant

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