New Clients
Welcome to Allan Accounting & Tax Solutions
Choosing an accountant is about more than just tax returns. It’s about finding a team you can trust to support you, answer your questions, and help you achieve your financial goals.
At Allan Accounting & Tax Solutions, we work with individuals, families, investors, and businesses across Bendigo and beyond. Whether you’re looking for help with your annual tax return, starting a new business, growing an existing business, or planning for retirement, we’re here to help.
Our goal is simple: to make your finances easier to understand and give you confidence that you’re on the right track.
What To Expect As A New Client
Step 1 – Get In Touch
Contact our office by phone, email, or through our website. Our friendly team will discuss your needs and book an appointment with the most suitable member of our team.
Step 2 – Initial Consultation
We’ll take the time to understand your situation, goals, and any challenges you’re facing. We encourage you to ask questions so we can provide advice tailored to your circumstances.
Step 3 – Transfer & Setup
If you’re changing accountants, we’ll handle the transition process for you. With your permission, we’ll contact your previous accountant and obtain the information required to ensure a smooth handover.
Step 4 – Ongoing Support
Once you’re established with us, we’re available throughout the year—not just at tax time. Our team can assist with tax planning, business advice, compliance requirements, bookkeeping solutions, and referrals to trusted financial planning and lending professionals when needed.
Information To Bring
To help us get started, please bring any relevant documents to your first appointment, such as:
Individuals
- Previous tax return (if available)
- PAYG income statements
- Details of deductions and work-related expenses
- Investment income information
- Private health insurance statements
Business Clients
- Business financial records
- Accounting software access (if applicable)
- BAS and GST information
- Previous financial statements and tax returns
- Business structure details
If you’re unsure what to bring, don’t worry. Our team can guide you before your appointment.
Why Choose Allan Accounting?
Experienced team of accountants and advisors
Support for individuals, businesses, trusts, and SMSFs
Practical, easy-to-understand advice
Local Bendigo firm with personalised service
Access to a trusted network for financial planning and lending solutions
Year-round support, not just during tax season
Ready To Get Started?
Whether you’re looking for a new accountant, starting a business, or simply want a second opinion, we’d love to help.
Contact our team today to arrange your initial consultation and discover how Allan Accounting & Tax Solutions can support your financial future.
