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What is the typical turnaround period for completing an annual tax return with Investax, and what stages are involved in the process?

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.

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