At Investax, we prioritize delivering high-quality service to our clients, and our annual tax return process reflects this commitment. We do not offer on-the-spot tax returns, eliminating the need for in-person meetings. Instead, you can initiate the process by simply forwarding us your relevant information. Our standard turnaround period year-round is typically 4-6 weeks. This timeframe encompasses several crucial quality assurance steps as we meticulously attend to each client’s tax return. These steps involve collecting data, confirming details with our accounting team, reviewing previous files (for new clients), processing data by senior accountants, communication with clients to resolve queries or missing information, thorough review by a Client Manager, sending a draft tax return for your review and feedback, addressing any concerns, finalizing the tax return for review by a Senior Manager and Tax Agent, providing a digital copy for your signature, and invoicing. We maintain a ‘first in, first out’ approach to ensure fairness to all clients. While we understand this process may require patience, our dedication to delivering comprehensive and accurate tax returns without cutting corners remains unwavering. Your trust in Investax allows us to provide you with the best service possible, and we appreciate your understanding of the 4–6-week turnaround period.
General Advice Warning
The material on this page and on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained on this page and on this website is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs.
Before making an investment decision based on this advice you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. In addition, the examples provided on this page and on this website are for illustrative purposes only.
Although every effort has been made to verify the accuracy of the information contained on this page and on our website, Investax Group, its officers, representatives, employees and agents disclaim all liability [except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this website or any loss or damage suffered by any person directly or indirectly through relying on this information.
