How It Works
A clear, simple path from your first question to a completed tax return. Here is what to expect at each step, and answers to the questions clients ask most.
From first contact to filed return
- Make first contact: Send us an enquiry through our contact page with a short description of your situation.
- Tell us about your needs: We review your enquiry and clarify what you need so we can confirm how we can help.
- Gather your documents: We let you know which records are needed and how to send them to us.
- We prepare your work: We review your information and prepare your tax work carefully.
- Review with you: We walk you through the completed work so you understand what has been done.
- Filing completed: Once you are happy, we complete the filing and confirm when it is done.
Common questions
What are the deadlines?
Filing deadlines depend on the type of return and your situation. Tell us what you need and we will let you know the dates that apply to you.
What documents do I need?
The documents required depend on your circumstances. We will confirm exactly what to gather once we understand your enquiry.
How do I send my information?
Once we have confirmed your needs, we will explain the secure way to send your documents to us. Please do not send sensitive information through an unsecured channel.
How are fees handled?
Fees depend on the work involved. We will discuss the scope of your work with you before you commit, so there are no surprises.
What happens after I send an enquiry?
We review your message and get back to you to discuss your situation and next steps.
Fees, explained simply
We believe you should understand what you are paying for before any work begins. Once we know the scope of your needs, we explain how fees are structured and agree them with you in advance.
For details about the tax services we offer and who each one suits, visit our Tax Services page. To learn more about the team, visit About Clearfile Tax Services.
Still have a question?
Ask us directly and we will point you to the right answer.